What Does China Know That We Don’t?
China’s oil hoarding may be a signal for a longer game than the West expects.

China’s oil hoarding may be a signal for a longer game than the West expects.
By Charlie Ormond,

When politicians begin to worry about the national debt, they are about to admit economic growth matters most. And that means handing out investment opportunities to resources investors.
By Nick Hubble,

The ASX is diverging from the optimism we’re seeing in US markets. What’s the driving force, and what can we do about it?
By Charlie Ormond,

Aussie stocks had a rough week, falling around 2% while US markets held firm. With uncertainty still hanging over Iran, investors are watching fuel, fertiliser and commodity supply risks closely.
By Murray Dawes,

A recurring historical pattern suggests oil’s next big move could arrive by the end of 2026.
By James Cooper,

The lack of a clear narrative for this market recovery suggests underlying confusion. So what can be done?
By Charlie Ormond,
Investment ideas from the edge of the bell curve.
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