Nickel: The Oil Trade of 2025
Is it a good strategy to focus on out-of-favour and undervalued commodities? We look at some past and present examples to get an understanding.
Latest
An ASX investor’s guide to the Trump-Xi Summit
Trump and Xi meet face to face in the coming weeks, while Australia quietly becomes the fulcrum of their cold war for tech and resources.
The National Debt is Too…Small?
Twenty years after the Howard government paid off our national debt, Australia is back in debtors’ prison. But is it really such a bad place to be?
What Does China Know That We Don’t?
China’s oil hoarding may be a signal for a longer game than the West expects.
Why mining stocks love a sovereign debt crisis
When politicians begin to worry about the national debt, they are about to admit economic growth matters most. And that means handing out investment opportunities to resources investors.
Australia’s Vibecession
The ASX is diverging from the optimism we’re seeing in US markets. What’s the driving force, and what can we do about it?
