Is The US Empire Crumbling?
After a month criss-crossing America, Lachlann delivers his verdict on the “crumbling empire” question, the AI debt trap ahead, and where the real opportunity lands.
The most insane billboard for AI…
The most insane billboard for AI…
A US$570 billion rout in SK Hynix has investors questioning AI returns. That money may eventually land in the ground, and unloved ASX resource plays could be waiting.
Shanghai Builds a Taller Tower
Shanghai Builds a Taller Tower
A Chinese memory chipmaker opened 472% higher and was briefly worth more than BHP and CBA combined. Market overexuberance may not be confined to America.
Is the blood letting over for ASX resources?
Is the blood letting over for ASX resources?
The ASX clawed back from a two-week low on Tuesday as investors bought the dip in gold miners. That dip-buying could mark a floor for ASX resource companies.
Rocks and AI Stocks Hit by Moonshot
Rocks and AI Stocks Hit by Moonshot
A Chinese AI model just rattled chip stocks from Seoul to Sydney. When commodities trade like tech, perhaps the boring businesses are the ones left standing.
IPO Fever: America Builds Its Tallest Tower Yet
IPO Fever: America Builds Its Tallest Tower Yet
America stands accused of rigging the World Cup. Meanwhile the mega-IPOs keep coming, the Fed has gone quiet, and the skyscraper index hints at where this bull market sits.
Why the US market needs to go up (and what next)
Why the US market needs to go up (and what next)
Is the American financial empire crumbling? I’m not so sure this posse of unhinged savages knows how to lose. Regardless, have a think of what the next leg of the AI trade looks like.
It’s the chip machines, stupid!
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.
