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.
Oil Whiplash, Silver Surge, Uranium Ignites: The Next Commodity Wave
In today’s episode, Charlie and I are covering three major commodity moves in oil, silver, and uranium that matter right now.
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.
Ouch! That Silver is Too Hot
Oil trades 28% below silver for only the third time in 70 years. History suggests this won’t last. But where does Australia fit when mean reversion hits?
Reflation Trade or Fed Takeover?
More commodities start to run as gold and silver explode higher. Small caps are also flying. But are they just playing catch-up to the Magnificent 7?
Is it a sign of better growth ahead or just fears that the new US Fed Chairman will lower rates too far?
Charlie and Murray assess the state of play as we head into 2026.
Don’t Forget About Gold! Two Examples of Companies that Could Benefit in The Second Half of 2026
Gold is tracking well at 2026’s start. I’m bullish on commodities this year, but the second half could be when gold truly shines. Here’s why.
Maduro Whisked Away: Market Implications
Maduro’s capture signals a new era: US and China dividing hemispheres, locking down critical minerals supply chains, and competing for resources in Africa.
Trader Education Series: Trends
If you have enjoyed Murray’s Closing Bell videos but need help to understand the theory behind his analysis, then this three part video series is for you. This third instalment looks at how to define trends. Combining this knowledge with the theory of distributions and buy and sell pivots creates a model of market behaviour that keeps you out of trouble and points you towards winning trades.
From Humming Economy to Inflation Hangover: My 2026 Playbook
In Murray’s 2026 prediction he focuses on the coming midterm elections in the US and Trumps takeover of the US Fed by installing a yes-man in May.
The only path to a positive midterm election for Trump is if the economy is humming, and there’s no better way to lift animal spirits than lowering interest rates.
But Trump may not end up getting what he bargained for as the bond vigilantes step in.
Trader Education Series: Buy and Sell Pivots
If you have enjoyed Murray’s Closing Bell videos but need help to understand the theory behind his analysis, then this video series is for you. This second instalment looks at how prices change direction using buy and sell pivots. The secret to their use is combining them with Murray’s theory of how ranges and trends develop. That’s what you will learn today.
