Outsiders: Why Natural Gas and Biotech Could Be Your Next Winning Bet
Gold and rare earths peaked early. Could natural gas and biotech be the next winners?
Rain on the Track: A Flutter on Small Cap Commodities Could Pay Off
Rain on the Track: A Flutter on Small Cap Commodities Could Pay Off
The RBA looks likely to hold rates on a rainy Cup Day while global rates drop. Trump softens on China as Fed cuts and commodity cycles turn. Lachlann Tierney says there’s hope for small cap commodity outsiders.
How many chips you got?
How many chips you got?
Nvidia’s CEO drops a hint on whether their highest end chips will be part of the potential China-US trade deal. Lachlann Tierney backs mining stocks to win if it doesn’t work out.
Risk off, risk on – paper assets stage a comeback
Risk off, risk on – paper assets stage a comeback
Trump and Xi to seal a deal? Lachlann Tierney asks, are you an investor or a trader? Gold price got walloped too.
Choose Your Own Adventure: The US-China Trade Deal?
Choose Your Own Adventure: The US-China Trade Deal?
This week, Treasury Secretary Scott Bessent and Chinese trade officials hammered out what they’re calling a “framework” ahead of Thursday’s Trump-Xi summit in South Korea. The stakes? A proposed 100% tariff on Chinese goods versus China’s stranglehold on rare earth minerals that power everything from smartphones to fighter jets.
Why “All Time Highs” Mean Little
Why “All Time Highs” Mean Little
Lachlann Tierney explains why market “all time highs” are meaningless nominal illusions. Learn why the debasement trade has legs through to 2026.
The Market Meltdown That Didn’t Happen
The Market Meltdown That Didn’t Happen
Markets remain resilient despite crash predictions. Crypto’s leverage flush was necessary. Peak speculation still ahead—microcaps haven’t reached fever pitch.
Is this it?
Is this it?
The immediate carnage of the recent selloff reveals something crucial about how markets now process tariff risk and who might win the most recent round of Trump vs Xi.
Just Wait Til They Turn on The Taps
Just Wait Til They Turn on The Taps
Think the AI rally has gone too far? Lachlann Tierney lays out his thesis for markets over the next year. The answer: bizarrely positive.
The Forgotten AI Investment: Memory
The Forgotten AI Investment: Memory
Memory manufacturers have surged on AI demand, but a small Australian tech company could be the real winner
