ASX energy good, Australia bad
Trump holds off and the ASX gets a weak 1% bounce. Is there hope for ASX stocks? Yes, but not if their projects are in Australia.
Get a robot
Get a robot
The new tax regime is punishing strivers while AI eats high-paid jobs, energy limits data centres, and algorithmic traders dominate the ASX — unless you put the robots to work for you.
The Last Pre-Internet Generation, and What’s Next…
The Last Pre-Internet Generation, and What’s Next…
The AI buildout looks unprecedented. It isn’t. The last time we built like this, fortunes were made and lost. The data centre buildout is the next chapter.
Iran is bad, but AI stock rebrands might be worse
Iran is bad, but AI stock rebrands might be worse
The Aussie budget is grim, but global markets have a far bigger fish to fry. There have been 33 ‘AI company’ rebrands, US$8.7 billion in ETF inflows, and the market is smelling a whiff of 1999.
Budget Watch: We’re all George Costanza now
Budget Watch: We’re all George Costanza now
Australia’s budget is coming on Tuesday, 12 May, and it will likely make investors feel like George Costanza. Maybe investors will embrace pure nihilism and swing for the fences even more?
Mining deals? You ain’t seen nothing yet!
Mining deals? You ain’t seen nothing yet!
Lion’s mining clock is lighting up again as global M&A surges, but this doesn’t look like another dumb top‑of‑cycle blow‑off. It looks like the real boom phase beginning.
Where to invest after RBA rate decision…not Australia
Where to invest after RBA rate decision…not Australia
Rate hikes punish productive Aussies and big local projects, but soaring commodity prices point to ASX-listed plays offshore in nickel, copper, lithium and uranium instead.
Tax “reform”: They always want more
Tax “reform”: They always want more
The Aussie government is proposing tax reform that is based on policy from nearly three years ago. But if the market trades down for a few months, that could throw up some great opportunities.
Winner of Iran War #4: Companies “doing nothing”
Winner of Iran War #4: Companies “doing nothing”
There are some unexpected winners on the ASX the could benefit from high oil prices. And part of that boils down to the fact they aren’t “doing anything” yet.
Remember: Oil>Gas>Uranium
Remember: Oil>Gas>Uranium
UAE’s OPEC exit jolts oil, ASX gas is going on a tear, and just quietly, the Iran war sets up uranium as the market’s likely next big energy trade.
