What do CGT discount debates and US tariff wrangling have in common?
Trump tariffs and Aussie CGT discount policy discussions may force the market to push further into commodities.
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Weaponising Energy: The Next Phase of Trade Oppression
James Cooper revisits the opportunity in uranium; according to James, it’s an opportunity that goes beyond its speculative connection with AI-buildouts.
The Productivity Paradox is Back
Is AI productivity already here or do we have to wait years before we see it? I take a look at the latest data.
Brent Crude – Breakout or Geopolitical Trap?
Oil prices are setting up for a potential 20% rally toward US$83 in Brent crude. But with geopolitical tensions in play, could this breakout turn into a bull trap?
HPA: The Commodity that No One Understood
The obscure, ultra-refined mineral quietly powering semiconductors, EV batteries, defence technology, and LEDs — and largely ignored by mainstream investors.
Geopolitics Back in Focus
While the US and Iran face off in the Persian Gulf, and the broader Western alliance navigates the fractures opened by Trump’s second term, Australia sits in a rare sweet spot.
