The Australian Nightmare: Peak Iron Ore
China’s steel engine is sputtering with ramifications for Australia’s big three miners. But behind this shift, an opportunity is emerging in some well-placed junior miners.
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The Yellow BRIC Road Pt.2
Part 2 in my look at why BRICS looks to be embracing gold as its reserve of choice.
Nvidia Keeps the Party Going
Nvidia has done it again, delivering another blockbuster result and keeping animal spirits alive. But the strength is spreading well beyond AI. Beaten-up SaaS stocks are bouncing back from the SaaSpocalypse, while uranium, zinc, copper, gold and silver are all attracting serious buying.
Diamonds: A Glimmer of Contrarian Opportunity
When De Beers launched one of the most iconic advertising campaigns ever, the legendary “A Diamond Is Forever” idea began. But is it ending?
The Yellow BRIC Road Pt.1
Two decades of BRICS doom-mongering delivered nothing. But the trading bloc now spans four continents, half the world’s population and 30 more nations want in. This two-part series looks at the upcoming meeting and what it could mean for ASX investors.
Think Bessent failed? Let’s re-examine the calls for US$200 oil
Shortly after Treasury Secretary Scott Bessent announced an increase in bond buyback limits, the bond yield bounced. Some commentators already concluded this move had failed. Today I examine this by comparing it to experts who predicted US$150-200 oil during the US-Iran conflict…
