The Hunt for Yield Is On: Mining and Energy’s Income Plays
Forget the miners doing the digging. Some of the fattest, most reliable yields in resources belong to the companies collecting the royalty cheque.

Forget the miners doing the digging. Some of the fattest, most reliable yields in resources belong to the companies collecting the royalty cheque.
By James Cooper,

Trading firms can now pay the President’s company for millisecond access to the President’s posts. Most companies have to make a product. This one just makes news.
By Charlie Ormond,

This week, Greg Canavan joins Charlie to discuss the direction of the ASX, the valuations of some of our biggest players, China’s recent growth hiccups, and what they mean for our local commodity producers.
By Charlie Ormond,

Gold’s wildest year on record delivered panic, war, and a 20% crash — but the real story is just beginning.
By James Cooper,

Albanese wants every large AI data centre to fund its own power. If the rules pass, the energy buildout becomes compulsory. The open question is whether the capital stays.
By Charlie Ormond,

It’s always good to catch up with an old friend over lunch. But this lunch 13 years ago changed my life. What we talked about that day could change yours too…
By Brian Chu,
Investment ideas from the edge of the bell curve.
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