AI scare trade claims more victims, commodities still strong
AI panic whacks IBM and friends, but the real winners of this scare trade are the boring “rocks” powering the whole machine.
What do CGT discount debates and US tariff wrangling have in common?
What do CGT discount debates and US tariff wrangling have in common?
Trump tariffs and Aussie CGT discount policy discussions may force the market to push further into commodities.
Today is COLLISION DAY. (Everything changes from here…)
Today is COLLISION DAY. (Everything changes from here…)
A new investment thesis from Lachlann Tierney. This is Pax Silica.
At 26 cents it was a fever dream, at $18 it was real
At 26 cents it was a fever dream, at $18 it was real
Lachlann Tierney’s new thesis for AI and commodities converging. And how Aussie investors are at GROUND ZERO.
Dystopia or Opportunity?
Dystopia or Opportunity?
If it’s a brave new world… turns out…you need to brave with your investments as well.
The PAX SILICA Files: (The Epstein ones are a distraction)…
The PAX SILICA Files: (The Epstein ones are a distraction)…
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
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.
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.
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?
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.
