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.
Market Volume Turns up to Eleven
Market Volume Turns up to Eleven
As predicted last week, a sharp correction has begun in markets with gold, silver, and bitcoin plummeting. The plunge in software stocks is turning the volume up to eleven, so it’s time to hunt for opportunities.
RBA Rate Rise and Another AI Sell-Off?
RBA Rate Rise and Another AI Sell-Off?
What triggered the US tech sell-off? And why was the ASX fine? Find out why, and what it means for tech investors.
Gold and Silver Prices Hit, What’s Next?
Gold and Silver Prices Hit, What’s Next?
Kevin Warsh’s Fed nomination just crashed gold and silver. But it created an opportunity to rotate into productive commodities essential to AI infrastructure.
