It’s the chip machines, stupid!
A niche fight over Dutch chip machines reveals who really controls AI, war‑fighting tech and future prosperity — and why critical minerals investors can’t afford to ignore it.
Why a Boring Market Might Be Your Friend
Why a Boring Market Might Be Your Friend
Oil down, stocks up, ASX shuffles sideways. While Wall Street sprints off into the distance, our sleepy market might be the safer place to stand when the rally finally cracks.
How to invest in shares during an Australian property crash
How to invest in shares during an Australian property crash
Canberra’s housing tax torpedo just turned my smart exit from property‑exposed small caps into a genius move. Meanwhile: your portfolio is now a prediction market-style bet on who wins the next election.
US Government…Meet the AI Bond Market
US Government…Meet the AI Bond Market
Bond market giants like BlackRock, Vanguard and PIMCO quietly vetoed Trump’s Fed Chair pick, and now five tech companies are issuing debt that investors trust more than US government bonds.
Iran was never the main target
Iran was never the main target
The Strait of Hormuz is set to re-open. Its part of a broader strategy to squeeze China. Could there be peace in Ukraine next? Consider the possibility.
But lithium ain’t one
But lithium ain’t one
Lithium’s been left for dead, but sentiment has turned. Lachlann Tierney shows you why this “specialty chemical” says it could be gearing up for one last explosive run.
Offense wins elections, defence wins markets
Offense wins elections, defence wins markets
Australia’s economy is wheezing and the ASX defensives are running hot, but with US IPOs booming and commodity tailwinds building, the real action might be hunting bargains in beaten-down small-caps.
April micro-cap flashback
April micro-cap flashback
In April micro-caps were getting smashed by war, oil and credit stress — but perhaps rising commodity prices could soon force capital back into quality small stocks, setting up a powerful rebound.
Sell in May? These Aren’t the Losses You’re Looking For
Sell in May? These Aren’t the Losses You’re Looking For
The federal budget’s CGT changes were meant to punish risk capital. Instead, they may have forced open a rare buying window in beaten-up ASX small caps and commodities.
Why won’t the ASX 200 move?
Why won’t the ASX 200 move?
The ASX 200 looks dead on the surface, but a powerful commodities boom is quietly building underneath — and it could drag small caps into a surprise second‑half revival.
