Peek Behind the Curtain
Small caps have copped a beating this year, but money is flowing back into one beaten-down corner of the market. Here’s what ATLAS is observing, before the headlines catch up
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The history of money and the AI revolution – Drawing the parallels
Who would have thought a casual conversation with my colleagues over lunch about using AI for work would turn into a philosophical discussion on man and machine?
Lucky country’s luck is wearing thin
Iron ore just hit a two-year low as China’s property slump deepens. A nasty shock could be coming for Australia’s big miners, and so could a buying window.
Rare Earth Wars: Myanmar Holds the Key
Myanmar feeds China its Rare Earth Dominance, now the US is looking to disrupt the alliance
Anthropic’s Bold Sci-Fi Play
The company behind Claude wants a trillion-dollar listing, and warns its AI could try to resist shutdown. Meanwhile, Australia’s new tax rules reward nimble investors. Here’s how to stay ahead.
Fireworks season for ASX small caps
Small resource stocks have been thrown overboard while the banks are back in vogure. Meanwhile, hedge funds have almost $70 billion riding against the ASX. The next two months could get explosive.
