Which commodity soars next?
Over the past five years, all sorts of commodity prices have spiked…and then crashed. This is a perfectly normal part of investing during inflationary eras.
Why it’s time to sell your gold stocks…again
Why it’s time to sell your gold stocks…again
About three months ago, I told Australian Gold Fund founder Brian Chu to shut up shop and become a roughneck. Luckily, he didn’t listen.
Why isn’t Trump targeting Australia with tariffs?
Why isn’t Trump targeting Australia with tariffs?
For almost a year, Australia escaped the worst of Trump’s tariff tantrums. Yet we should be top of the list of targets. Why did we escape?
Inside the alt-right plot to take over Australia too
Inside the alt-right plot to take over Australia too
Six of the world’s eight largest economies are led by populists, or on the cusp of it. Can Australia dodge the same fate? Investors shouldn’t bet on it…
Cheap energy unlocks demand for everything else
Cheap energy unlocks demand for everything else
Abandoning fossil fuels was as devastating as abandoning the gold standard. But now the green energy transition is reversing. Which stocks will profit from cheap and abundant energy?
2026 will be the year of stablecoin anarchy
2026 will be the year of stablecoin anarchy
One trend will dominate financial markets in 2026. It centres on the most boring investment you can possibly imagine. A cryptocurrency that doesn’t go up or down in price.
2026 will be the year of stablecoin anarchy
2026 will be the year of stablecoin anarchy
One trend will dominate financial markets in 2026. It centres on the most boring investment you can possibly imagine. A cryptocurrency that doesn’t go up or down in price.
Why the AI data centre doubters are delusional
Why the AI data centre doubters are delusional
Analysis of the AI boom assumes it is subject to the rules of capitalism. Valuations, returns, cashflow… But what if we are dealing with something more like the Space Race?
MAGAnomics is coming for Australia, whether we vote for it or not
MAGAnomics is coming for Australia, whether we vote for it or not
Forecasting is easy. You only need to predict what’s already happening overseas will eventually come to Australia. And the next big shift is the rise of Trump-style economic policy.
Fear the AI boom and bust
Fear the AI boom and bust
100 years ago, the Austrian Business Cycle was developed. It perfectly explains today’s AI bubble. How it was inflated, how it’ll pop and what’s next…
