The Empire Steps Back
On the eve of America’s 250th birthday, Charlie considers what the latest signals from the administration mean for us.
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Viewer Stock Picks
There is a wide variety of interesting stocks that Charlie and I look at today. There is a tungsten producer, a back pain management tech company, a laser firm, and a piddler sitting on a massive, stranded gas asset.
Part II – Navigating the Tricks of Uranium Investing
Spot uranium has consolidated above US$80/lb, and term contracts are signing higher still. So why isn’t new supply showing up?
Musk Looks Up. China Looks Down
SpaceX wants a million AI satellites in orbit. China just switched on a wind-powered data centre under the sea. Both are chasing the same prize: cheap power and free cooling for the AI buildout.
Gold’s selloff in three acts: Why the next act could surprise you
Gold and silver were peaking five months ago with investors thinking the sky’s the limit. Then came the flash crash, the Iranian conflict and a grinding correction that brought them back to earth. The next act could surprise you… read on!
Remember: It’s a market of stocks
A bubble in US semiconductors doesn’t mean everything blows up. Greg Canavan explains why it’s a market of stocks, not a stock market, and where Aussie capital is moving.
