Like most things in life, most arguments in favour of this energy source or that one are grey areas that involve trade-offs somewhere else.
Trade-offs exist in costs, CO2 emissions, timelines, technology, safety, and energy security (as Germany discovered last year when its gas line to Russia was cut off).
We’re in the midst of a ‘mad energy scramble’ as my colleague Brian Chu put it in one team chat.
That flux, that uncertainty – that’s your big opportunity.
By Ryan Dinse,
The global tech industry has minted more billionaires in the past two decades than any other.
Not only have the gains been humungous, but the speed upon which such gains have been made have been unbelievably fast too.
In today’s piece I want to go over one famous example and the lessons you can apply as an investor in tech. It all comes down to nailing the inflection point.
By Ryan Dinse,
You’ve probably heard of Sir Isaac Newton. His laws of gravity and physics set the standard for the modern scientific world. But you might not know that Newton also had a central role in creating the gold standard.
It’s a fascinating tale that only came out 200 years after Newton’s death. But what’s that got to do with today? Quite a lot, actually…
By Ryan Dinse,
First, it was the US. Then, it was China’s turn. Europe is expected to go big this week too. What am I talking about? Interest rate cuts, of course! All around the world, the monetary taps are being turned back on. Find out what sectors are set to benefit most..
By Ryan Dinse,
Some very powerful people in the US are positioning themselves for a big shift in money. It all hinges on the US government’s unsustainable debt load, which recently ticked over U$35 trillion. You need to understand this shift if you’re to understand the behaviour of markets going forward.
By Ryan Dinse,
Black swan events are usually associated with market crashes. But what if the next black swan is a catastrophic market melt-up? To understand this strange possibility, you need to understand what they are doing with money – and have been since the 2008 GFC. Read on for more…
By Ryan Dinse,
The resource sector continued its recent downturn with a big sell-off on Friday. People are panicking over China. We’re at a pivotal moment from a psychological point of view, too. This is all music to our geologist’s ears. He thinks you’ve got a rare opportunity coming up to buy quality miners on the cheap.
By Ryan Dinse,
Interest rate cuts are usually good for tech stocks. And it seems likely cuts are coming…and fast! But for one particular type of tech stock, this might actually be a bad thing. It’s a good example of why you need to understand the finer details of a company when investing in tech.
By Ryan Dinse,
Plus, soft-landing ambitions could re-ignite the AI trade
By Ryan Dinse,
Investment ideas from the edge of the bell curve.
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