Shanghai Builds a Taller Tower
A Chinese memory chipmaker opened 472% higher and was briefly worth more than BHP and CBA combined. Market overexuberance may not be confined to America.
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Why Microsoft is restarting Three Mile Island
In December 2024, Beijing banned exports of three metals most people have never heard of. The fallout was immediate, brutal — and it was only the beginning of a much bigger scramble.
Groundhog Day
Markets once again wake to the same headlines. Each turn of the loop starts from a weaker position than the last. Winners may be the ones who simply ignore it.
The Hidden Bear Market
Despite the S&P/ASX 200 sitting only a few percent below its all-time high, the reality for many investors is dramatically different.
AI Runs on Rocks
Elon Musk revealed Optimus had stopped scaling — not from a software bug, but because he couldn’t get his hands on 3.5 kilograms of raw material. Here’s why that matters to every investor watching the AI boom
AI for Dummies
After many requests, here’s Charlie’s stab at how these machines think, connect ideas and remember. Explained in plain English.
