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.
The Carry Trade Warning Signal
The Carry Trade Warning Signal
The ASX 200 just ripped 400 points higher, but that doesn’t mean the coast is clear. The setup in the S&P 500 suggests a correction could be closer than most investors think, and the sharp drop in USDJPY hints that carry trades may already be unwinding.
It’s not a riddle: it’s the biggest investment theme of the next decade
It’s not a riddle: it’s the biggest investment theme of the next decade
Three headlines. One hidden force. A quiet market, AI in revolt, and wait, copper? Follow the trail of dirt beneath your feet.
Why did gold go down, and why did AI make tech stocks go down? Same thing.
Why did gold go down, and why did AI make tech stocks go down? Same thing.
Gold and silver plunge then AI whacked tech stocks. Lachlann Tierney explain what’s next.
