Retrospective Pt. 2 (Copper)
Part two of our retrospective of past coverage features an excerpt from a buy recommendation on a copper company.
Retrospective Pt. 1 (Lithium): Our best coverage this year
Retrospective Pt. 1 (Lithium): Our best coverage this year
After years in the wilderness, lithium is finally showing signs of life. The sector has been absolutely decimated since its 2022 peak, with prices still
about ~85% below those highs. But the narrative is shifting in a profound way, and I firmly believe early positioning in quality lithium companies could pay off handsomely over the next 12 to 24 months.
Banks Down, Miners Up: The easiest 5-10 year trade on the ASX
Banks Down, Miners Up: The easiest 5-10 year trade on the ASX
Bank valuations are stretched, miners are poised to benefit from major trends. Lachlann Tierney explains why this could be the easiest trade for the next 5-10 years.
Stock Winners and Losers if the RBA Raises Rates
Stock Winners and Losers if the RBA Raises Rates
The RBA may raise rates and it could hurt certain stocks. Lachlann Tierney explains how this means you need to be even more selective, and why quality resource companies could be a good bet.
How will Trump’s Fed chair pick shape markets? Two things to watch
How will Trump’s Fed chair pick shape markets? Two things to watch
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
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
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
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?
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 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.
