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.
By Murray Dawes,
Three headlines. One hidden force. A quiet market, AI in revolt, and wait, copper? Follow the trail of dirt beneath your feet.
By Murray Dawes,
Gold and silver plunge then AI whacked tech stocks. Lachlann Tierney explain what’s next.
By Murray Dawes,
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.
By Murray Dawes,
What triggered the US tech sell-off? And why was the ASX fine? Find out why, and what it means for tech investors.
By Murray Dawes,
Kevin Warsh’s Fed nomination just crashed gold and silver. But it created an opportunity to rotate into productive commodities essential to AI infrastructure.
By Murray Dawes,
Markets are starting to feel tense. Big swings across gold, copper, bitcoin, and currencies suggest the calm we’ve had may be fading.
By Murray Dawes,
AI crashed hard late last year. Now commodities rule. But four scenarios lie ahead, and only one lets you win both games.
By Murray Dawes,
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.
By Murray Dawes,
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.
By Murray Dawes,
Investment ideas from the edge of the bell curve.
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