The Race is On
China could shut the rare earths tap on 10 November, maybe sooner. Beijing is squeezing its banks for cash while building the fastest robots on earth. Action’s on you US.
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The Truth About Black Swan Events
I began studying complexity theory as a consequence of my involvement with Long Term Capital Management, LTCM, the hedge fund that collapsed in 1998 after derivatives trading strategies went catastrophically wrong.
We Cost Too Much
Labour eats up to half the cost of building a house in Australia. Elon just launched a car with no steering wheel. The robots are coming for the rest.
The Lassonde Curve: How it Aligns Your Investment Timing
Most investors buy mining stocks at exactly the wrong times. There’s a better way. It’s called The Lassonde Curve, and it provides a basic framework for timing your mining investments. But like all good rules, you also need to know when to break them. Today is one of those times.
Beijing Puts Away the Bazooka
Expectations of a stimulus bazooka from China have again been pushed back. But their latest plan does point to a list of metals that should be in your portfolio.
Rising Yields, Hot Uranium Stocks and Your Picks
Four viewer picks: a speculative data centre technology play, a vertically integrated water services provider, a brownfields gold miner and a uranium miner.
