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The Daily Reckoning Australia

Timing the Gold Price Cycle – Part Two

The 2024 December quarter results for gold producers pointed to bumper performance, causing gold stocks to renew their rally. Given gold’s rally has lasted this long, could there be more upside? Find out from our resident gold and precious metals investment expert, Brian Chu, why he believes there could be more to come and what you can do now to get ahead of it all!

By Brian Chu, Tuesday, 04 February 2025

Beware the Power Lines

‘In a world full of genuine uncertainty – where real historical time rules the roost – the probabilities that ruled the past are not those that will rule the future.’ Lars Syll What if the whole kit-and-kaboodle – $100 trillion worth of ‘assets’ worldwide, unsupported by real world output – suddenly melts down? Where’s our […]

By Bill Bonner, Monday, 03 February 2025

ASX VR1 Share Price - Vection Technology Shares ASX

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.

By Nick Hubble, Friday, 31 January 2025

Not Just Any Port in a Storm

‘Licker talks mighty loud w’en it git loose fum de jug.’ Uncle Remus You might be wondering…what’s our choice for the Desert Island Challenge? Today, Tom Dyson, our Investment Director at Bonner Private Research, comes forward. But first we confront the possibility that there is no Big Gain to be had… not between Heaven and […]

By Bill Bonner, Friday, 31 January 2025

Desert Island Challenge

Where is the Big, long-term gain? We are looking at the biggest credit bubble in financial history; the risk is that it will blow up. Where can we rest comfortably… safely… profitably? Source: The Far Side, by Gary Larson Where’s the Big Gain? Is there one? For every patch of ice on the sidewalk there’s […]

By Bill Bonner, Thursday, 30 January 2025

Mag Seven Deep Sixed

Typically, a bubble attracts its own pin. By trying to contain Chinese innovation, the Trump/Biden administrations seem to have sharpened its point. Source: Chinese AI firm Deep Seek (whose logo is a whale) arrives in San Francisco Bay bearing gifts for Silicon Valley ‘More investment does not necessarily lead to more innovation.’ —Liang Wenfeng, Founder […]

By Bill Bonner, Wednesday, 29 January 2025

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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