Is AI productivity already here or do we have to wait years before we see it? I take a look at the latest data.
Latest
Brent Crude – Breakout or Geopolitical Trap?
Oil prices are setting up for a potential 20% rally toward US$83 in Brent crude. But with geopolitical tensions in play, could this breakout turn into a bull trap?
HPA: The Commodity that No One Understood
The obscure, ultra-refined mineral quietly powering semiconductors, EV batteries, defence technology, and LEDs — and largely ignored by mainstream investors.
Geopolitics Back in Focus
While the US and Iran face off in the Persian Gulf, and the broader Western alliance navigates the fractures opened by Trump’s second term, Australia sits in a rare sweet spot.
China Capitulation Part 6 – A gruesome murder, family intrigue, and dark money movements
The death of a Hong Kong socialite three years ago shocked many when it happened. As the trial proceedings went on, it revealed the tip of the iceberg of corruption and dark money that operates in China, Hong Kong, and those that trade with them…
Today is COLLISION DAY. (Everything changes from here…)
A new investment thesis from Lachlann Tierney. This is Pax Silica.
