History repeats; don’t get caught on the Wrong Side
European and Canadian defence spending jumped almost 20% in 2025 alone. This is where the next commodity boom is quietly being built.
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Is It Time to Go Fishing?
With US bond yields rising and the 10-year yield reaching a level last seen in 2007, Charlie and I step back to examine the 40-year cycle in interest rates and what bear flattening of the yield curve has meant for stocks.
The Black Box Problem
The AI labs have asked to be slowed down. Critics call it regulatory capture. The truth is somewhere in between. A black box forming inside the newest models is why this matters now.
Why the oil spike has not crashed the markets: Comparing 2026 with 2022
As the conflict in the Middle East takes another alarming turn, concerns are rising over whether this could drive the global economy into a 1970s market shock. Before we go back 50 years, let’s compare today with four years ago…
Gina and Elon = Robot magnet rock
In November 1952, one man flew low through a Pilbara gorge and noticed the walls were the wrong colour. His daughter is doing it again, with magnets.
All In: America Has Never Leaned This Hard on Stocks
The Nasdaq 100 trades near 34 times earnings. Households hold 48% of their wealth in stocks, a record. What happens to commodities when this unwinds?
