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…
Your portfolio has a new ruler
Your portfolio has a new ruler
The first decade of my career in financial markets was defined by central banks. The second will be defined by geopolitical risk.
BIGAMY! AI Data Centres and Nuclear Power Get An Annulment
BIGAMY! AI Data Centres and Nuclear Power Get An Annulment
It’s the investment story of the decade. At least it was. But the marriage between AI data centres and nuclear power has been broken up by the US government.
Can Australia escape Argentina’s fiscal doom?
Can Australia escape Argentina’s fiscal doom?
Australians will be given a choice. Who do we want to emulate? The overtaxed doldrums of the European economy? Or the inflationary chaos of Argentina?
Do Trump’s tariffs signal the start of another Great Depression?
Do Trump’s tariffs signal the start of another Great Depression?
The Great Depression’s stock market crash began with the Smoot-Hawley tariffs. Will history rhyme a century later under President Trump?
