Own the Rocks, Not the Apps
Sovereign wealth funds, entire governments and the world’s biggest tech companies are all bidding for the same thing
Latest
The Wrong Bubble Pt.1
I have put the AI boom in the same breath as the dot-com bubble before. Looking at how this build-out is actually financed, that comparison now looks too generous.
THE CHINA CAPITULATION SERIES — PART 10 The War China Isn’t Winning
The conflict between US and Iran persists, opening a new chokepoint that both sides are fighting over. Meanwhile, oil has spiked but not to levels many thought it would. China is a key reason, but not because of its resilience…
Is The US Empire Crumbling?
After a month criss-crossing America, Lachlann delivers his verdict on the “crumbling empire” question, the AI debt trap ahead, and where the real opportunity lands.
Will a US Stock Market Crash Kill the Commodity Boom?
The S&P 500 once fell nearly 48% in under two years. Gold, copper and oil still made money. Here is why that matters now.
The most insane billboard for AI…
A US$570 billion rout in SK Hynix has investors questioning AI returns. That money may eventually land in the ground, and unloved ASX resource plays could be waiting.
