I wasn’t expecting THIS chart…
US bond yields are creeping back into dangerous territory, AI pessimism may have reached a short-term extreme, and the metals story continues to impress.

US bond yields are creeping back into dangerous territory, AI pessimism may have reached a short-term extreme, and the metals story continues to impress.
By Murray Dawes,

Sovereign wealth funds, entire governments and the world’s biggest tech companies are all bidding for the same thing
By James Cooper,

I have put the AI boom in the same breath as the dot-com bubble before. Looking at how this build-out is actually financed, that comparison now looks too generous.
By Charlie Ormond,

The conflict between US and Iran persists, opening a new chokepoint that both sides are fighting over. Meanwhile, oil has spiked but not to levels many thought it would. China is a key reason, but not because of its resilience…
By Brian Chu,

After a month criss-crossing America, Lachlann delivers his verdict on the “crumbling empire” question, the AI debt trap ahead, and where the real opportunity lands.
By Lachlann Tierney,

The S&P 500 once fell nearly 48% in under two years. Gold, copper and oil still made money. Here is why that matters now.
By James Cooper,
Investment ideas from the edge of the bell curve.
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