Once in a lifetime set up for commodities
The connection between commodities, currency wars and the AI data centres is what is driving this market. Lachlann Tierney explains that connection.
Trump dusts off the cowboy hat!
Trump dusts off the cowboy hat!
Oil in focus, gas next, then more energy. Energy stocks determine the fate of the world right now. Lachlann Tierney explains why.
The oil price is just the beginning…
The oil price is just the beginning…
If oil is first. Then next is gas. What’s after that? Energy, and energy raw materials will be the markets focus over the next 3-6 months.
Finally, a reason for Australia to take energy seriously…seriously
Finally, a reason for Australia to take energy seriously…seriously
Yes, the RBA may raise rates. But will Australia finally get the new natural gas supply it has needed for years? Lachlann Tierney explains what’s going on.
The Age of Hard Assets is Upon Us
The Age of Hard Assets is Upon Us
Brent, WTI, doesn’t matter. The US is focussed on one thing after Iran. Commodities. Russia and China are likely well aware.
China’s playbook narrows, and it likely means more commodities
China’s playbook narrows, and it likely means more commodities
China is in a tricky spot with Venezuela and Iran off the board. It will likely have to double down on metals, as it has done previously.
Bottoms up in Victoria, Market Chaos and The One Thing in Your Control
Bottoms up in Victoria, Market Chaos and The One Thing in Your Control
A day of rest in Victoria, chaos in the Middle East, and the hard work that makes it all tick. Tomorrow: China’s economy.
Ukraine peace deal? And ASX investors to benefit?
Ukraine peace deal? And ASX investors to benefit?
What do all the world’s recent conflicts have in common? Bizarrely, it all comes down to commodities. And that could be good for ASX investors.
Control the chokepoints
Control the chokepoints
The gold price and the oil price moved as expected. But the conflict in Iran reveals far more about the world of money than you’d think.
Ignore the man on stage in the US, and focus on this…
Ignore the man on stage in the US, and focus on this…
If the US Fed doesn’t cut, expect a market tantrum. That could be the catalyst for an even bigger commodities boom.
