Michael Burry’s Bearish Nvidia Bet: What It Means For ASX Investors
Burry bets against Nvidia as concentration hits 44-year high. Nvidia worth 7.4X all top 10 miners combined. But Lachlann Tierney argues this means rotation not collapse.
Rain on the Track: A Flutter on Small Cap Commodities Could Pay Off
Rain on the Track: A Flutter on Small Cap Commodities Could Pay Off
The RBA looks likely to hold rates on a rainy Cup Day while global rates drop. Trump softens on China as Fed cuts and commodity cycles turn. Lachlann Tierney says there’s hope for small cap commodity outsiders.
Rate Cuts to Resource Rallies – What’s next in Markets?
Rate Cuts to Resource Rallies – What’s next in Markets?
JP Morgan just upgraded lithium prices by 60% as battery storage demand explodes 50% in 2025. Meanwhile, Trump’s $80bn uranium investment could ignite the next commodity rally.
But there’s a hidden warning signal in the markets that’s successfully predicted corrections for decades — and it’s flashing orange right now.
How many chips you got?
How many chips you got?
Nvidia’s CEO drops a hint on whether their highest end chips will be part of the potential China-US trade deal. Lachlann Tierney backs mining stocks to win if it doesn’t work out.
Choose Your Own Adventure: The US-China Trade Deal?
Choose Your Own Adventure: The US-China Trade Deal?
This week, Treasury Secretary Scott Bessent and Chinese trade officials hammered out what they’re calling a “framework” ahead of Thursday’s Trump-Xi summit in South Korea. The stakes? A proposed 100% tariff on Chinese goods versus China’s stranglehold on rare earth minerals that power everything from smartphones to fighter jets.
Is that it for Gold?
Is that it for Gold?
Some historic moves unfolded over the week, with gold plummeting US$250 in one session. Is it a sign of things to come or a buying opportunity? Oil has also walked back from the edge of the cliff, but risks remain. Charlie and Murray discuss the US dollar, oil, gold, silver, and rare earths.
Credit Stress Sparks Correction
Credit Stress Sparks Correction
US regional banks were hammered 6% on Thursday after two banks fessed up to major losses. Add to that two recent auto loan failures dished out billions of losses and now the market is wondering where the next cockroach is. Murray and Charlie look at the rising risks of a correction due to credit stress and rising US-China trade tensions. They also update you on the moves in gold, oil, S&P 500, and US 2-year bonds.
Why “All Time Highs” Mean Little
Why “All Time Highs” Mean Little
Lachlann Tierney explains why market “all time highs” are meaningless nominal illusions. Learn why the debasement trade has legs through to 2026.
Is this it?
Is this it?
The immediate carnage of the recent selloff reveals something crucial about how markets now process tariff risk and who might win the most recent round of Trump vs Xi.
While Trolls Bark, the Bull Market Soars
While Trolls Bark, the Bull Market Soars
The bull market is in full force with certain sectors flying higher day after day. Murray and Charlie put a stake in the ground to point viewers towards the next critical metals they think are about to run. They analyse a few companies and ETF’s in each sector that have turned a corner and are primed to jump. They also update Murray’s call on oil and Weebit Nano [ASX:WBT].
