Bottoms up in Victoria, Market Chaos and The One Thing in Your Control
A day of rest in Victoria, chaos in the Middle East, and the hard work that makes it all tick. Tomorrow: China’s economy.
War Fears Hit Markets — These Stocks Don’t Care
War Fears Hit Markets — These Stocks Don’t Care
This week’s Closing Bell dives into viewer-requested stocks across several sectors including data centres, graphite, radiopharmaceuticals, AI-focused medtech, rare earths and gold.
Hormuz Shock
Hormuz Shock
Drone strikes and naval escalation threaten the world’s most important energy corridor. The second order effects could be a headache for our hopes of rate cuts in the near term.
Control the chokepoints
Control the chokepoints
The gold price and the oil price moved as expected. But the conflict in Iran reveals far more about the world of money than you’d think.
Software and Robotics Wake Up
Software and Robotics Wake Up
Signs of life are beginning to appear in the heavily sold-off software sector, even as broader markets struggle to find direction.
Ignore the man on stage in the US, and focus on this…
Ignore the man on stage in the US, and focus on this…
If the US Fed doesn’t cut, expect a market tantrum. That could be the catalyst for an even bigger commodities boom.
What do CGT discount debates and US tariff wrangling have in common?
What do CGT discount debates and US tariff wrangling have in common?
Trump tariffs and Aussie CGT discount policy discussions may force the market to push further into commodities.
Brent Crude – Breakout or Geopolitical Trap?
Brent Crude – Breakout or Geopolitical Trap?
Oil prices are setting up for a potential 20% rally toward US$83 in Brent crude. But with geopolitical tensions in play, could this breakout turn into a bull trap?
Today is COLLISION DAY. (Everything changes from here…)
Today is COLLISION DAY. (Everything changes from here…)
A new investment thesis from Lachlann Tierney. This is Pax Silica.
Dystopia or Opportunity?
Dystopia or Opportunity?
If it’s a brave new world… turns out…you need to brave with your investments as well.
