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?
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
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)
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
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.
Bond Revolt in Japan, Trump Next?
Bond Revolt in Japan, Trump Next?
While Greenland hogs the headlines, Japanese bond traders may have just set the scene for a similar revolt in the US against Trump. Massive implications for markets.
The Game of Diplomacy: Trump’s Greenland Gambit
The Game of Diplomacy: Trump’s Greenland Gambit
Trump’s Greenland gambit exposes Europe’s weakness while Canada pivots to China. The global Risk board is being redrawn — resource control trumps alliances.
The Greenland trade: two ASX sectors to benefit
The Greenland trade: two ASX sectors to benefit
The Greenland trade is back. Trump’s Arctic push, puts gold and critical minerals back on the menu – to the benefit of a number of Aussie companies.
Copper and Zinc: One ASX small cap that is benefitting
Copper and Zinc: One ASX small cap that is benefitting
Rio–Glencore chase copper dominance as AI data centres and EVs supercharge demand, while an overlooked zinc play and one Aussie small cap quietly ride the same boom.
Australia’s Energy Price Crisis: Winners and Losers
Australia’s Energy Price Crisis: Winners and Losers
Australia’s electricity prices surge as manufacturers bleed profits. Gas developers now sit on the answer, if politicians actually deliver policy change.
