AI crashed hard late last year. Now commodities rule. But four scenarios lie ahead, and only one lets you win both games.
Closing Bell Hive Mind: Hunting the Next Big Winner
In today’s Closing Bell episode, Charlie and I break down what’s driving the amazing moves in commodities and where the best opportunities might be next. We also take on the challenge from last week’s comment section by analysing viewer-submitted stock ideas across precious metals, explorers, Chilean porphyry plays, rare earths, graphite, and emerging tech. All with the goal of finding the next big money-making setup.
Bond Revolt in Japan, Trump Next?
While Greenland hogs the headlines, Japanese bond traders may have just set the scene for a similar revolt in the US against Trump. Massive implications for markets.
The Greenland trade: two ASX sectors to benefit
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.
