Commodities Hammered
The ASX remains frustratingly rangebound as tax-loss selling hammers underperformers and cracks begin appearing elsewhere, highlighted by Judo Capital’s 40% collapse.
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Part I: As Empires Crumble… Precious Metals Reign
Trump has used US Bankruptcy Laws to his advantage several times on his road to making billions. So, should US debt holders be concerned? That’s what James Cooper explores in today’s edition of Mining Memo.
Era of the Mega-IPO
With more massive IPOs expected from the AI trade I take a look at history to see what it has to say about our market in the mega-IPO era.
Lessons from the last gold bubble: How to capitalise on better-run miners
You might wonder if the bull market is over with this recent selloff. However, a recovery may be coming. With management learning from past mistakes, these companies are well-positioned to deliver superior returns…
AI Built on Borrowed Money
The AI build is running on borrowed money, and on Tuesday, the markets noticed. The chip-wreck was a reminder that the builders carry the debt and the risk.
Part 3: A Commodity Deep Dive; Uncovering the Stinkers vs Opportunities
In the final part of this series, James Cooper and Greg Canavan wrap up their commodity deep dive with their key takeaways and what they’re watching closely
