Bitcoin has plunged 24% from October’s peak to a seven-month low, but Lachlann Tierney things this shakeout isn’t a crypto winter yet. US regulatory support and central bank easing suggest otherwise.
ASX About to Crack?
In today’s Closing Bell, we look at the ASX 200’s sudden slide, why key support is so important here, and how a false break could turn into a near 10% correction into Christmas. I also touch on the growing cracks in weaker AI names, such as Oracle and Meta, and what that might mean for the broader market. We finish on a positive note with a brief look at the lithium stocks that are still running. Hit play to see the levels and charts I’m watching now.
China-US Beef Part Infinity: You stole our bitcoins!
China accuses US of stealing $13 billion in Bitcoin, Lachlann Tierney argues this exposes deeper tensions over cryptocurrency regulation and the future of dollar dominance.
As fear rises, gold is fine. But what’s an ASX bull market without a lithium craze?
Fear has ripped through markets. XEC down 13%. But corrections fuel bull markets. Lachlann Tierney thinks ASX lithium plays are set for an explosive move.
Santa Runs Out of Gas
Markets finally wobble after a relentless rally: breadth cracks, hot names see heavy profit-taking (Nvidia included), Aussie microcaps slump, and the ASX 200 flashes bearish divergence. We break down what’s driving the pullback, why Michael Burry’s short on Palantir is in focus, and why U.S. natural gas is ripping—mostly seasonal now, with possible AI-driven demand ahead—plus how far this correction could run and our gas bull case.
Michael Burry’s Bearish Nvidia Bet: What It Means For ASX Investors
Burry bets against Nvidia as concentration hits 44-year high. Nvidia worth 7.4X all top 10 miners combined. But Lachlann Tierney argues this means rotation not collapse.
Rain on the Track: A Flutter on Small Cap Commodities Could Pay Off
The RBA looks likely to hold rates on a rainy Cup Day while global rates drop. Trump softens on China as Fed cuts and commodity cycles turn. Lachlann Tierney says there’s hope for small cap commodity outsiders.
Rate Cuts to Resource Rallies – What’s next in Markets?
JP Morgan just upgraded lithium prices by 60% as battery storage demand explodes 50% in 2025. Meanwhile, Trump’s $80bn uranium investment could ignite the next commodity rally.
But there’s a hidden warning signal in the markets that’s successfully predicted corrections for decades — and it’s flashing orange right now.
How many chips you got?
Nvidia’s CEO drops a hint on whether their highest end chips will be part of the potential China-US trade deal. Lachlann Tierney backs mining stocks to win if it doesn’t work out.
Choose Your Own Adventure: The US-China Trade Deal?
This week, Treasury Secretary Scott Bessent and Chinese trade officials hammered out what they’re calling a “framework” ahead of Thursday’s Trump-Xi summit in South Korea. The stakes? A proposed 100% tariff on Chinese goods versus China’s stranglehold on rare earth minerals that power everything from smartphones to fighter jets.
