High Water Mark
Come January, Democrats will control both houses of Congress. The change in law may be modest, but the shift in power appears to be a turning point for the Trump era and possibly for markets.
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A landslide victory that shook the country, but not the system
The resounding victory for the Democratic Party in the midterm elections may have given the Trump administration the setback many hoped for. The people have cast the vote, but does that solve the problems in the system?
A Roadmap for ASX Small Caps Post-Budget, Pre-Election
Small-cap fund managers are nursing heavy losses, and Jim Chalmers’ tax changes are making it worse. Here’s why I’m lowering my sights and clipping winners earlier.
Saving the West: A Marshall Plan for Minerals (Part II)
Every funding deal, supply agreement, and construction contract over the coming months could draw more attention to the companies actually doing the building rather than to the mining itself.
Carry It Like Makybe
The Melbourne Cup is a handicap, and right now Canberra is the handicapper. Rates and tax keep adding lead to investors’ saddlebags. So how do you carry the weight?
Two Races, One Tuesday
Copper is a whisker off its record and uranium contracts just hit an all-time high. So why are ASX miners priced like rank outsiders heading into Tuesday’s big race?
