Markets rolling in one direction, key pieces are lining up for both sides. Enter Pax Silica, and a new set of rules for investors.
It’s not a riddle: it’s the biggest investment theme of the next decade
Three headlines. One hidden force. A quiet market, AI in revolt, and wait, copper? Follow the trail of dirt beneath your feet.
The year is 2024. No one cares about critical minerals. I was there.
A lot has changed for critical minerals in the last two years. And AI promises to generate a massive feedback loop for investors.
Why did gold go down, and why did AI make tech stocks go down? Same thing.
Gold and silver plunge then AI whacked tech stocks. Lachlann Tierney explain what’s next.
RBA Rate Rise and Another AI Sell-Off?
What triggered the US tech sell-off? And why was the ASX fine? Find out why, and what it means for tech investors.
Elon’s rocks aren’t the only game in town – could ASX tech be back on?
SpaceX’s $1.25 trillion IPO and Trump’s $12bn minerals stockpile reveal the commodity-tech nexus is real. ASX tech could surprise.
Gold and Silver Prices Hit, What’s Next?
Kevin Warsh’s Fed nomination just crashed gold and silver. But it created an opportunity to rotate into productive commodities essential to AI infrastructure.
Tech-Rocks Pt.3: How Commodities And AI Lead to More of Both
AI data centres devour copper, lithium, rare earths. Meanwhile, AI tracks the minerals it needs. The feedback loop is just beginning.
Tech-Rocks Pt 2: When Rocks Beat Robots (And What’s Next)
AI crashed hard late last year. Now commodities rule. But four scenarios lie ahead, and only one lets you win both games.
Tech-Rocks Pt. 1: Your Rock Needs Papers
Inside the weird world of the Darwin Dialogue and how nations are now testing rocks for their “DNA” to ensure they keep the profits.
