ASX Wobbles as Tech and Uranium Come Alive
The ASX 200 took a step backwards this week as results season put the brakes on its recent rally. Weakness in the banks has raised the risk, potentially opening the door to a quick 4% correction.
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Win the Copper. Win the War
History doesn’t repeat exactly, but resource bidding wars have played out three times in the last 125 years, and the pattern each time was strikingly similar.
No War, No Peace
Trump has swapped bombs for a blockade. But the squeeze is again putting pressure on diesel, which bleeds through to Aussie miners’ bottom lines.
The Dr Fauci hearing exposes something bigger than him
When Dr Fauci pleaded the fifth in the Senate hearing, the world began to see the man with two faces. Yet he’s just one actor in what is one of modern history’s most egregious scandals. There were many supporting cast members in this tragedy.
Who Pays For The AI Shovels?
Nvidia financing points to a complicated circular web which could unwind the whole trade. That might mean there is no more easy money to make, now that the suits are worried.
Uranium: An Undercurrent of Supply Problems
According to the World Nuclear Association, at least 70 nuclear power reactors are currently under construction worldwide; can uranium production keep up?
