China Can’t Kowtow to Trump’s Fentanyl Fuelled Trade War Threats
Colombia, Mexico and Canada folded like a house of cards. But it’s China’s response to Trump’s fentanyl fuelled tariff threats that I’m so worried about.
Cui Bono from DeepSeek’s $4 trillion Double-Murder?
Cui Bono from DeepSeek’s $4 trillion Double-Murder?
The new AI app wiped $2 trillion off the US stock market. And called another $2 trillion in AI related capital expenditure into question.
Did Australian gas executives blow up Nord Stream 2?
Did Australian gas executives blow up Nord Stream 2?
The natural gas market is in the midst of a radical upheaval. Instead of localised and fragmented markets, a global, liquid and diversified gas market is emerging.
The Great Inflationary Headfake
The Great Inflationary Headfake
The world’s bond markets are in turmoil. Investors now expect inflation to run hot for many years to come. What if they’re wrong?
Why you need to supercharge your gold returns in 2025
Why you need to supercharge your gold returns in 2025
The gold price surged in 2024. Especially in terms of Aussie dollars. But that tailwind is likely to reverse in 2025. So it’s time to leverage your gold returns.
The ‘Assassination’ of President Trump Using the Liz Truss Playbook
The ‘Assassination’ of President Trump Using the Liz Truss Playbook
Since 2010, nations in Europe have been ruled by a select group of bankers. In 2025, they’ll come for America and President Trump.
How to stop the renewables juggernaut
How to stop the renewables juggernaut
Sweden and Norway are threatening to give Europe’s electricity market the snip. But they might cut down renewable energy globally instead.
The Submarine Cable War Just Sank Renewables Forever
The Submarine Cable War Just Sank Renewables Forever
The vulnerability of subsea infrastructure is now exposed. The impact on offshore wind and renewables generally is already being felt. Can we ignore it?
A Dangerous Divergence in the Stock Market
A Dangerous Divergence in the Stock Market
The US stock market has utterly dominated its peers around the world for a decade. But like Icarus, they are now flying too close to the sun.
Trump just declared a Third Opium War on China
Trump just declared a Third Opium War on China
Trump’s justification for his latest round of tariffs came as a surprise: fentanyl. But what have opioids got to do with trade? For the Chinese, absolutely everything…
