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Our Modern Interregnum (Pt. 2)

By Charlie Ormond, Saturday, 14 March 2026

Part 2, In Charlie Ormond’s meditation on our modern era. Today, we look at the inevitable consequences of a system that spent four decades optimising financial structures while neglecting the material ledger.

The Level That Could Send Stocks Tumbling

By Murray Dawes, Friday, 13 March 2026

Oil prices are pushing toward US$100, bonds and stocks are selling off together, and large strategies like risk-parity funds could amplify a downturn if key levels break.

Commodities SuperCycle - Iron Ore Boom

Why Commodities Move in Packs — And What History Says Happens Next (Part II)

By James Cooper, Friday, 13 March 2026

Commodities are surging across the board, and the real reason has nothing to do with the headlines you’re reading.

Will the Bond Vigilantes Strike Back? - The Economy's Bond Vigilantes

Our Modern Interregnum (Pt.1)

By Charlie Ormond, Thursday, 12 March 2026

Charlie Ormond explains how the physical economy took the reins after the “Great Financialisation” period ended during the GFC.

China’s One-Child Policy Pivot: Has It Come Too Late?

China Capitulation Part 8 – The new ‘Great Leap Forward’

By Brian Chu, Thursday, 12 March 2026

China may be leading the league tables on the AI and robotics race. Moreover, China faces a deeper threat in trying to win this race…

commodities mine header

The Age of Hard Assets is Upon Us

By Lachlann Tierney, Wednesday, 11 March 2026

Brent, WTI, doesn’t matter. The US is focussed on one thing after Iran. Commodities. Russia and China are likely well aware.

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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