Diamonds: A Glimmer of Contrarian Opportunity
When De Beers launched one of the most iconic advertising campaigns ever, the legendary “A Diamond Is Forever” idea began. But is it ending?
Latest
The Yellow BRIC Road Pt.1
Two decades of BRICS doom-mongering delivered nothing. But the trading bloc now spans four continents, half the world’s population and 30 more nations want in. This two-part series looks at the upcoming meeting and what it could mean for ASX investors.
Think Bessent failed? Let’s re-examine the calls for US$200 oil
Shortly after Treasury Secretary Scott Bessent announced an increase in bond buyback limits, the bond yield bounced. Some commentators already concluded this move had failed. Today I examine this by comparing it to experts who predicted US$150-200 oil during the US-Iran conflict…
The Debasement Trade: Watch China
The US is squeezing China through oil, and the gold price is moving. Lachlann Tierney explains the difference between the debasement trade and a debasement investment.
Gold deposits: They’re getting harder to mine and harder to find!
Gold deposits… They’re getting harder to mine and harder to find! Data from S&P Global shows that gold discoveries have fallen more than 70% over the past twenty years.
The roadmap under the hood
The roadmap I use to guide my paid service recommendations, the two liquidity clocks behind it, and why it’s better to be early rather than agree with everyone else.
