Who Pays For The AI Shovels?
Nvidia financing points to a complicated circular web which could unwind the whole trade. That might mean there is no more easy money to make, now that the suits are worried.
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Uranium: An Undercurrent of Supply Problems
According to the World Nuclear Association, at least 70 nuclear power reactors are currently under construction worldwide; can uranium production keep up?
Market Rollercoaster Madness
Australian small caps have finally snapped their downtrend after a brutal budget and a war scare. August is seasonally strong. So why am I still nervous?
Why the exchange rate matters the most
Currencies control the fate of your portfolio. Yet few investors bother to think about them. Here’s a reminder why they matter, so you don’t learn the hard way.
Gold moving, juniors next in line…
Gold just had its best week since January and the big miners ran 21% in five days. The ASX small cap end of that trade is usually last to move.
The Dealmakers have Arrived: The Americans are coming to Town
The Americans are coming to town and they’ve found a gap in the market. Read on to find out why this could reshape the junior mining sector.
