Trump announces he’s made up his mind on the next Federal Reserve Chair. And it looks like the unlikely Santa Rally is back on.
Where Not to Invest in Australia Right Now
Inflation came in hot. Rate cuts are off the table. Here’s why the dysfunction trade, things like gas developers and overseas assets, might be smarter.
The Bear Conspiracy Pt.2: Not out of the woods…yet
Speculative ASX stocks may have found a floor. It’s time for cautious optimism near-term, and a look these four sectors going into 2026.
The Bear Conspiracy
Nasdaq Biotech Index rallies 30% as institutional funds reposition. Payment-for-order-flow hits record highs. Why apocalypse narratives might be the real shake-out strategy.
Market bleeding continues…but is that a massive lithium rally I see?
Markets bleed as Fed liquidity tightens and only 25% of NASDAQ stocks hold above key averages. Could China liquidity and lithium rally save the day?
Nvidia earnings beat won’t stop the slide, but the Fed just might
Nvidia’s earnings beat won’t halt market slides according to Lachlann Tierney. Fed rate cuts hold the key as debt delinquencies rise and private credit risks loom large.
Bitcoin’s Rocky Descent: Why This Isn’t Winter (Yet)
Bitcoin has plunged 24% from October’s peak to a seven-month low, but Lachlann Tierney things this shakeout isn’t a crypto winter yet. US regulatory support and central bank easing suggest otherwise.
China-US Beef Part Infinity: You stole our bitcoins!
China accuses US of stealing $13 billion in Bitcoin, Lachlann Tierney argues this exposes deeper tensions over cryptocurrency regulation and the future of dollar dominance.
What Gold’s Aggressive Move Is Really Telling Us
Gold’s surge above $4,100 signals scepticism about the US-China trade truce, fears of critical mineral supply disruptions, and distrust in paper assets amid persistent inflation.
As fear rises, gold is fine. But what’s an ASX bull market without a lithium craze?
Fear has ripped through markets. XEC down 13%. But corrections fuel bull markets. Lachlann Tierney thinks ASX lithium plays are set for an explosive move.