The trade everyone dismissed as stupid is now the smartest move in the room. Here’s how we saw it coming.
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Our Modern Interregnum (Pt. 4)
The final part of Charlie Ormond’s meditation on our modern era. Today explores three ways our current crisis could end, and a clear investible solution.
The Paris Syndrome pandemic is coming to the ASX
Europe is falling apart. But Paris Syndrome doesn’t just apply to Japanese tourists. Aussie stocks can catch the contagion too.
Our Modern Interregnum (Pt. 3)
Part 3 of Charlie Ormond’s meditation on our modern era. Today explores the hidden mechanism behind today’s supply shock.
Editor’s Pick: “Oil: Only One Trade Matters.”
Revisiting our February Call: “Forget precious metals or critical mineral stocks; oil and gas could emerge as the true hedge against geopolitical risk in the months to come.”
Our Modern Interregnum (Pt. 2)
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.
