Think the AI rally has gone too far? Lachlann Tierney lays out his thesis for markets over the next year. The answer: bizarrely positive.
AI Commodities: Rocking Out in The Data Age
Mining stocks are outpacing tech as commodities power the AI revolution. Discover the hidden plays behind the tech boom.
Oil Teetering Ahead of OPEC+
Oil tumbles to its steepest weekly loss in over three months, with Brent and WTI sliding as traders brace for an OPEC+ supply surge.
In the U.S, the government shutdown begins, but markets power higher. The S&P 500 and Nasdaq hit fresh records again.
And in Australia, BHP–China iron ore tensions shake resource names, even as banks and healthcare drive the ASX 200 higher.
The Cool Pockets: Where Small-Cap Opportunities Still Hide
Here’s where I’m looking for my next batch of small-cap winners.
RBA Rate Cut on Hold? Nudgenomics + complacency = managed decline
Lachlann Tierney breaks down why the RBA isn’t likely to cut rates, and the malaise at the heart of the Australian economy.
Critical Mineral Shockwaves
Lithium, rare earths and copper are flying higher and look set to continue rallying. Murray and Charlie explain what is going on behind the scenes that will help to ignite a bull market in critical minerals again.
The Lithium Imperative: When Economics Don’t Matter
Trump wants the US government to take a stake in Lithium America’s Thacker Pass lithium project. Lachlann Tierney explains the significance for Australian investors.
The New Cold War in Your Digital Wallet
Australia’s first stablecoin licence marks a new phase of digital currency rivalry. Lachlann Tierney explains how superpowers are battling for control of programmable money and payment infrastructure.
Two Aussie Tech Disrupters
US interest rate cuts were welcomed by the market, and the bull market continues to build momentum. A couple of Aussie tech stocks had a nice run this week and the future for both looks bright.
Forget American politics and read this: 3 tips for Australian investors, Pt.1
Don’t let America’s identity crisis become your financial identity crisis. Lachlann Tierney shares his top tips for investors looking to build wealth.
