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.
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.
By Murray Dawes,
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].
By Murray Dawes,
Think the AI rally has gone too far? Lachlann Tierney lays out his thesis for markets over the next year. The answer: bizarrely positive.
By Murray Dawes,
Mining stocks are outpacing tech as commodities power the AI revolution. Discover the hidden plays behind the tech boom.
By Murray Dawes,
Oil tumbles to its steepest weekly loss in over three months, with Brent and WTI sliding as traders brace for an OPEC+ supply surge.
In the U.S, the government shutdown begins, but markets power higher. The S&P 500 and Nasdaq hit fresh records again.
And in Australia, BHP–China iron ore tensions shake resource names, even as banks and healthcare drive the ASX 200 higher.
By Murray Dawes,
Here’s where I’m looking for my next batch of small-cap winners.
By Murray Dawes,
Lachlann Tierney breaks down why the RBA isn’t likely to cut rates, and the malaise at the heart of the Australian economy.
By Murray Dawes,
Lithium, rare earths and copper are flying higher and look set to continue rallying. Murray and Charlie explain what is going on behind the scenes that will help to ignite a bull market in critical minerals again.
By Murray Dawes,
Trump wants the US government to take a stake in Lithium America’s Thacker Pass lithium project. Lachlann Tierney explains the significance for Australian investors.
By Murray Dawes,
Australia’s first stablecoin licence marks a new phase of digital currency rivalry. Lachlann Tierney explains how superpowers are battling for control of programmable money and payment infrastructure.
By Murray Dawes,
Investment ideas from the edge of the bell curve.
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