Big Tech’s Bond Problem
The US just sold 30 year bonds at the highest rate since 2001. If Big Tech stalls under that pressure, gold and oversold tech could benefit from the rotation.
Latest
The Bauxite Opportunity Hidden in a $2.5 Billion Bailout
A $2.5 billion bailout for Rio Tinto’s Tomago aluminium smelter has dominated the headlines — but the real story may be what it reveals about future demand for aluminium’s raw material. The same forces driving copper (renewables, EVs, data centres and grid buildouts) are also lifting aluminium use, and that points straight to bauxite.
Software’s Second Coming
In February, the market decided AI had made software obsolete and sold the sector down the river. Six months later, short sellers are cowering and reporting season is separating the genuinely disrupted from the merely unloved.
ASX Wobbles as Tech and Uranium Come Alive
The ASX 200 took a step backwards this week as results season put the brakes on its recent rally. Weakness in the banks has raised the risk, potentially opening the door to a quick 4% correction.
Win the Copper. Win the War
History doesn’t repeat exactly, but resource bidding wars have played out three times in the last 125 years, and the pattern each time was strikingly similar.
No War, No Peace
Trump has swapped bombs for a blockade. But the squeeze is again putting pressure on diesel, which bleeds through to Aussie miners’ bottom lines.
