A Global Economy Caught in the Gates of Hell
The second-order impacts of the Strait closure; oil and gas are only one consequence
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The Thief Came Through the (Chat) Window
AI is creating millions of new targets and millions of new attackers. The sector cleaning it all up is currently on sale.
China Capitulation Part 7: Iran’s fall shatters China’s global ambitions
The ‘decapitation strike’ on Iran over the weekend has claimed the lives of the Ayatollah and key regime leaders. This article explores further… read on.
Hormuz Shock
Drone strikes and naval escalation threaten the world’s most important energy corridor. The second order effects could be a headache for our hopes of rate cuts in the near term.
The Case for Thinking Differently in a Herd-Mentality Market
Most fund managers can’t beat the market. Here’s why thinking differently — and against the crowd — might just change that.
Ukraine peace deal? And ASX investors to benefit?
What do all the world’s recent conflicts have in common? Bizarrely, it all comes down to commodities. And that could be good for ASX investors.
