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Investment Ideas From the Edge of the Bell Curve

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You Read it Here First: Great Asset Rotation Underway

By James Cooper, Monday, 07 July 2025

Media is swirling on the great asset transition taking place from the banks to the miners. But James Cooper made this prediction months ago in Mining Memo. Are you taking advantage?

The Investment Opportunity of a Lifetime

The sector primed to fly into 2026

By Callum Newman, Monday, 07 July 2025

“So, what’s a good investment right now?”

OpenAI and Microsoft Divorce?: Why this could be good for you

By Charlie Ormond, Saturday, 05 July 2025

While breakups are rarely pretty, this one might actually benefit investors willing to look beyond the drama.

Three Lithium Stocks in the Buy Zone

By Murray Dawes, Friday, 04 July 2025

Lithium stocks jumped this week, so Murray and Callum discuss whether this could be the beginning of the second boom in lithium stocks. They also discuss a fund manager that is recovering and looking cheap

Every Australian Investor Has a Stake in Mining

By James Cooper, Friday, 04 July 2025

With its deep pool of retirement capital, Australia is on track to become the world’s primary destination for resource markets.

The next wave of AI winners

By Callum Newman, Thursday, 03 July 2025

Hedge fund Coatue is putting their stake in the ground. They say AI is going to improve productivity and take down the US debt to GDP ratio.
They think the Mag 7 will keep growing. But the next wave of big capital growth will come from different AI winners.
The next wave of this tech is via AI “agents”. This could be big if we tee off similar tech breakout points…

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Investment ideas from the edge of the bell curve.

Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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