These are the direct words from Jerome Powell at his recent ECB forum appearance, ‘We now understand better, how little we understand about inflation.’
Why Investors Can’t Afford to Ignore South East Asia and India
What do you think was the biggest factor to the pre-pandemic bull market? It’s a question I’ve been asking myself recently. If you go purely by the stats, then the logical answer has to be the FAANG stocks. This cohort of the US’s biggest tech stocks — Facebook (Meta), Apple, Amazon, Netflix, and Google (Alphabet) […]
Lithium Price Disconnect: Why the Mainstream Has Got It Wrong
It was another rough day of trading for commodities on Thursday. But of all the sectors hit, lithium stocks once again bore the brunt of the sell-off.
Why the Battery Metal Boom has More Room to Run
In today’s Money Morning…lithium miners have dominated…the geopolitical landscape is still offering up a lot of potential…now is the time to start building up a position…and more…
The Last Energy Crisis
In today’s Money Morning…poor timing, poor planning, but plenty of opportunity…the big names getting in on the action…a big endeavour with big potential…and more…
What Happened the Last Time the Fed Raised Rates by 75bps…
The Fed actually did it… They raised interest rates by 75 basis points. A statement designed to (once and for all) try and get inflation under wraps.
Forget About Inflation — Innovation Is the Bigger Trend
Every morning I wake up to new headlines about inflation, recession risks, and shortages. The media is really all-in on fear at the moment.
Australia’s Energy Crisis Opportunity
Chris Bowen conducted an emergency meeting for ministers across Labor, the Liberals, and the Greens. The agenda was to hopefully settle their political differences and come to a rational energy solution
Lithium Stocks: Goldman Sachs versus the Public
In today’s Money Morning…a simple case of supply and demand…a battle of opinion…the lithium trend isn’t over…and more…
Australia’s Gas Market Implosion Furthers the Case for Hydrogen
In today’s Money Morning…profiteering and policy failure…the gas companies aren’t solely to blame…one last hurrah…and more…
