Trump’s tariffs blew up the gold market in January. The price surged for months. Will copper tariffs trigger the same run for mining stocks? I don’t think so…
The biggest infrastructure spending boom in history just kicked off
Did governments screw up our gas supply? According to some sources in the industry, a rather similar thing happened to our electricity and water industry.
Why didn’t Australia just buy its own gas like everyone else?
The slow motion trainwreck that is Australian energy policy is accelerating. As are investor’s gains…if they positioned themselves to profit from the shemozzle. But how?
Are we at war with China?
Tariffs, fentanyl, the Straits of Hormuz, Canadian steel quotas and the EU admitting “Trump is right” all mean one thing: the West is finally taking on China.
How the AI explosion will perfectly offset the demographic implosion
Half the population is terrified of demographic decline. The other half is horrified about AI. The two need to take a long hard look at each other.
There’s nothing artificial about this intelligence
The Luddites are back. Their campaign against AI is more tech savvy than ever before. But should you listen to their warnings this time?
Was the tariff tantrum just ‘fake news’ too?
Stocks hit an all-time high last week. That’s not what the tariff tantrum crew were expecting… What happened to the Great Depression they predicted?
What’ll happen to Australia in the next sovereign debt crisis?
Australian investors are in the sweet spot. Our stocks crash on foreign financial chaos. But they are hardly likely to stay down thanks to Australia’s robust economy.
Nuclear is not the only option to avoid a fiscal meltdown
Governments will have to choose between political promises. We can’t afford them all. Reversing the energy transition means the energy industry pays our political bills instead of adding to them.
Buy oil when there’s peace in the streets
While stocks have recovered from the tariff tantrum, the oil price remains in the doldrums. And that means investors can still join the relief rally at a discount.
