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Lachlann Tierney

Tech-Rocks Pt. 1: Your Rock Needs Papers

By Lachlann Tierney, Tuesday, 27 January 2026

Inside the weird world of the Darwin Dialogue and how nations are now testing rocks for their “DNA” to ensure they keep the profits.

Bond Revolt in Japan, Trump Next?

By Lachlann Tierney, Wednesday, 21 January 2026

While Greenland hogs the headlines, Japanese bond traders may have just set the scene for a similar revolt in the US against Trump. Massive implications for markets.

The Game of Diplomacy: Trump’s Greenland Gambit

By Lachlann Tierney, Tuesday, 20 January 2026

Trump’s Greenland gambit exposes Europe’s weakness while Canada pivots to China. The global Risk board is being redrawn — resource control trumps alliances.

The Greenland trade: two ASX sectors to benefit

By Lachlann Tierney, Monday, 19 January 2026

The Greenland trade is back. Trump’s Arctic push, puts gold and critical minerals back on the menu – to the benefit of a number of Aussie companies.

Copper and Zinc: One ASX small cap that is benefitting

By Lachlann Tierney, Wednesday, 14 January 2026

Rio–Glencore chase copper dominance as AI data centres and EVs supercharge demand, while an overlooked zinc play and one Aussie small cap quietly ride the same boom.

Australia’s Energy Price Crisis: Winners and Losers

By Lachlann Tierney, Tuesday, 13 January 2026

Australia’s electricity prices surge as manufacturers bleed profits. Gas developers now sit on the answer, if politicians actually deliver policy change.

Ouch! That Silver is Too Hot

By Lachlann Tierney, Monday, 12 January 2026

Oil trades 28% below silver for only the third time in 70 years. History suggests this won’t last. But where does Australia fit when mean reversion hits?

Don’t Forget About Gold! Two Examples of Companies that Could Benefit in The Second Half of 2026

By Lachlann Tierney, Wednesday, 07 January 2026

Gold is tracking well at 2026’s start. I’m bullish on commodities this year, but the second half could be when gold truly shines. Here’s why.

Look at These 3 Giant Commodities Stocks Rip: Where I’m Looking For New Opportunities

By Lachlann Tierney, Tuesday, 06 January 2026

Maduro’s fall ignites commodity supercycle. Southern Copper, Alcoa and Coeur surge like tech stocks. Real winners to emerge in overlooked small-cap and micro-cap ASX stocks next?

Maduro Whisked Away: Market Implications

By Lachlann Tierney, Monday, 05 January 2026

Maduro’s capture signals a new era: US and China dividing hemispheres, locking down critical minerals supply chains, and competing for resources in Africa.

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Investment ideas from the edge of the bell curve.

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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