What a trillionaire needs
Nobody can tell you what Elon Musk is worth on any given Tuesday. But his next moonshot needs something ASX dirt happens to hold rather a lot of.
Surprise! This is inevitable
Surprise! This is inevitable
My father bought Tesla at $16 a share. He also taught me that the future arrives before anyone believes it. A billion humanoid robots is next.
The Race is On
The Race is On
China could shut the rare earths tap on 10 November, maybe sooner. Beijing is squeezing its banks for cash while building the fastest robots on earth. Action’s on you US.
We Cost Too Much
We Cost Too Much
Labour eats up to half the cost of building a house in Australia. Elon just launched a car with no steering wheel. The robots are coming for the rest.
Bonds are underwriting our robot future
Bonds are underwriting our robot future
Bonds can topple governments and pick Fed chairs. But the real story is who they are lending to now, and what that means for the rocks under our feet.
China Bowled Underarm, So America Rewrote The Rules
China Bowled Underarm, So America Rewrote The Rules
China spent twenty years building its minerals dominance inside the free market. Washington has finally worked out how, and it is rewriting the rulebook fast.
Rate Hikes Are Back, So Look Offshore
Rate Hikes Are Back, So Look Offshore
Five big banks tore up their rate forecasts in two days. A hike is back on, so the best ASX small caps will need an offshore tailwind.
The Debasement Trade: Watch China
The Debasement Trade: Watch China
The US is squeezing China through oil, and the gold price is moving. Lachlann Tierney explains the difference between the debasement trade and a debasement investment.
The roadmap under the hood
The roadmap under the hood
The roadmap I use to guide my paid service recommendations, the two liquidity clocks behind it, and why it’s better to be early rather than agree with everyone else.
The debasement trade is back!
The debasement trade is back!
US Treasury Secretary Scott Bessent tried to jawbone yields down and that play lasted about a day. Meanwhile, gold and Bitcoin had other ideas. Here’s why I think the debasement trade is back, and where it leads next.
