Watch it Happen: US Market Rally to NYE
Iran is lashing out in the Strait of Hormuz as oil flows return to near prewar levels. I think that could set up a rally few people expect.
Firmus IPO: Who’s the exit liquidity?
Firmus IPO: Who’s the exit liquidity?
Firmus is about to become the ASX’s second-largest float ever. Before you pile in, it’s worth asking a simple question. Who exactly is selling to you, and why now?
Red September, Green October?
Red September, Green October?
Every ASX sector finished the past month in the red. Lachlann Tierney explains why September lived up to its reputation, and the three sectors he’s watching for small-cap opportunities.
The Crash Playbook for Small-Caps
The Crash Playbook for Small-Caps
The RBA’s rate rise stung, but the market shrugged it off. But a crash is inevitable (as it always is). Lachlann Tierney lays out what he’s looking for to weather the storm.
The recession they made us have
The recession they made us have
America’s bond market is fretting about a recession after a growth boom. Australia skipped the boom and went straight to the slowdown, thanks largely to Canberra’s spending spree.
Trump and Xi Buy Two More Months
Trump and Xi Buy Two More Months
Trump and Xi just bought themselves two more months of peace on rare earths. History says truces crack.
Magnets on the Menu
Magnets on the Menu
Elon Musk dines with Xi this week, and a Chinese firm reportedly makes all his robots’ muscles. I think the biggest winners from this boom missed the guest list.
Always have an army
Always have an army
I’d prefer we live in a utopia that doesn’t need 10 million Optimus robots a year to ensure my physical safety and wellbeing. Well, at least there’s still a small window to invest.
China’s New Rare Earths Move
China’s New Rare Earths Move
Trump and Xi meet Thursday. The market’s eyes are on bonds, oil and rates. Meanwhile a Chinese state group is circling a shareholder sitting on the register of America’s own rare earths champion.
Gina and Elon = Robot magnet rock
Gina and Elon = Robot magnet rock
In November 1952, one man flew low through a Pilbara gorge and noticed the walls were the wrong colour. His daughter is doing it again, with magnets.
