The pandemic may have broken supply chains, but new ideas are transforming them. The end of the ‘made in China’ era is upon us. Learn how to protect your wealth from one of the biggest economic disruptions of our time, and why the future of logistics will rely on sentient systems to become proactive…
China May Be Back on the Menu for Aussie Investors
Aussie coal makes it to China for the first time in two years. Thawing relations is opening up renewed trade opportunities. The winners of the old China boom may not be the same as the new ones. Farmers and fishermen could be the biggest winners of all…
Bad AI Just Cost Google Investors US$100 Billion
In today’s Money Morning, Overnight, Google stock has suffered a huge sell-off following a botched AI publicity stunt. This bizarre turn of events is just the latest twist in the ongoing race to build marketable AI tools. One of Google’s main competitors, Microsoft, could take advantage. Find out why investors are so transfixed by the potential for this disruptive tech…
Why the EV Tipping Point May Have Finally Arrived
Quick summary: EV sales may not be strong in Australia, but in Europe they’re surging…why this trend continues to be a lucrative source for investor returns…how to find investment avenues in the EV sector beyond lithium…and why rising protectionist policy-making could benefit Aussie miners…
Has the Fed Pivot Arrived, or Is Powell Delivering False Hope?
The Federal Reserve’s 25 basis point hike overnight has delivered some surprising market reactions. Investors are betting big on Powell to pivot in the latter half of this year. That could impact the chances of a ‘soft landing’. In fact, it may already be too little, too late…
Why Australians Might Miss out on the Nuclear Renaissance
In today’s Money Morning, Bill Gates has stoked the nuclear debate in Australia once again. Our stubborn politics may hamstring any hope of innovation down under. More nuclear investment and innovation could help usher in an age of energy abundance, and the role Australia could play in helping this trend move along…
As One Oil Major Declines, Another Rises
In today’s Money Morning, underinvestment in US shale oil is looking likely to impede its growth prospects. Investors should be concerned about the ramifications of this development for the global economy. Also, Indian demand for oil is sparking a new investment boom, and investors should be excited for its long-term potential…
The Big Oil Problem That Could Fuel the ‘Big Loss’
In today’s Money Morning, fears of a global slowdown continue to mount. Find out how Vern Gowdie sees markets unfolding in 2023 and his warning on how to prepare for the worst. Also, see how US oil and gas production saved us from additional pain in the fallout of 2008 and how it could be the catalyst that leads to more investor pain in 2023…
Easing Inflation Could Lead to a Case of Premature Celebration from Markets
In today’s Money Morning, soft US inflation figures boosted markets overnight. This could lead to premature optimism in an environment still filled with risks. Shipping container data could signal bigger problems on the horizon. And find out why you should be aware of the possibility of a ‘Big Loss’ in 2023…
The Rush to Secure Critical Minerals Grows
In today’s Money Morning, lithium is looking likely to deliver yet another solid year for investors in 2023…how underinvestment and an underappreciation of the key commodity could continue to push up prices…why critical minerals are still attracting plenty of attention and capital…and how Aussie investors should prepare for the next mining boom…
