Stock Winners and Losers if the RBA Raises Rates
The RBA may raise rates and it could hurt certain stocks. Lachlann Tierney explains how this means you need to be even more selective, and why quality resource companies could be a good bet.
The RBA may raise rates and it could hurt certain stocks. Lachlann Tierney explains how this means you need to be even more selective, and why quality resource companies could be a good bet.
Trump announces he’s made up his mind on the next Federal Reserve Chair. And it looks like the unlikely Santa Rally is back on.
Inflation came in hot. Rate cuts are off the table. Here’s why the dysfunction trade, things like gas developers and overseas assets, might be smarter.
Speculative ASX stocks may have found a floor. It’s time for cautious optimism near-term, and a look these four sectors going into 2026.
Nasdaq Biotech Index rallies 30% as institutional funds reposition. Payment-for-order-flow hits record highs. Why apocalypse narratives might be the real shake-out strategy.
Markets bleed as Fed liquidity tightens and only 25% of NASDAQ stocks hold above key averages. Could China liquidity and lithium rally save the day?
Nvidia’s earnings beat won’t halt market slides according to Lachlann Tierney. Fed rate cuts hold the key as debt delinquencies rise and private credit risks loom large.
Bitcoin has plunged 24% from October’s peak to a seven-month low, but Lachlann Tierney things this shakeout isn’t a crypto winter yet. US regulatory support and central bank easing suggest otherwise.
China accuses US of stealing $13 billion in Bitcoin, Lachlann Tierney argues this exposes deeper tensions over cryptocurrency regulation and the future of dollar dominance.
Gold’s surge above $4,100 signals scepticism about the US-China trade truce, fears of critical mineral supply disruptions, and distrust in paper assets amid persistent inflation.
Investment ideas from the edge of the bell curve.
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