AI panic whacks IBM and friends, but the real winners of this scare trade are the boring “rocks” powering the whole machine.
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Meet the vampire planning to harvest you for another 10 years
There is a thief lurking in your portfolio. And you don’t even know he’s there. Yet he could cost you as much as half the value of your portfolio. Unless…
What do CGT discount debates and US tariff wrangling have in common?
Trump tariffs and Aussie CGT discount policy discussions may force the market to push further into commodities.
Weaponising Energy: The Next Phase of Trade Oppression
James Cooper revisits the opportunity in uranium; according to James, it’s an opportunity that goes beyond its speculative connection with AI-buildouts.
The Productivity Paradox is Back
Is AI productivity already here or do we have to wait years before we see it? I take a look at the latest data.
Brent Crude – Breakout or Geopolitical Trap?
Oil prices are setting up for a potential 20% rally toward US$83 in Brent crude. But with geopolitical tensions in play, could this breakout turn into a bull trap?
