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.
Are We on the Brink of a Risk-Off Event?
Are We on the Brink of a Risk-Off Event?
Markets are starting to feel tense. Big swings across gold, copper, bitcoin, and currencies suggest the calm we’ve had may be fading.
Tech-Rocks Pt 2: When Rocks Beat Robots (And What’s Next)
Tech-Rocks Pt 2: When Rocks Beat Robots (And What’s Next)
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
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?
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: 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.
