Weaponising Energy: What Happens When Buyers Lose Their Leverage
Europe and China are abandoning energy diversification for single-supplier dependence, creating unprecedented vulnerabilities that could reshape global economics and geopolitics.
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The PAX SILICA Files: (The Epstein ones are a distraction)…
Markets rolling in one direction, key pieces are lining up for both sides. Enter Pax Silica, and a new set of rules for investors.
The Carry Trade Warning Signal
The ASX 200 just ripped 400 points higher, but that doesn’t mean the coast is clear. The setup in the S&P 500 suggests a correction could be closer than most investors think, and the sharp drop in USDJPY hints that carry trades may already be unwinding.
Bank Stocks Surge: But Danger Lies Ahead
CBA’s extreme volatility and Big Tech’s wild swings suggest distribution is underway. Time to shift capital toward emerging resource sectors.
Tech Stocks: Oversold or Obsolete?
The market has thrown out anything remotely connected to traditional software-as-a-service (SaaS) businesses. But high-quality software names with multi-year contracts, regulatory moats, and deep customer integrations have been caught in the crossfire. For patient investors, that’s an opportunity.
China Capitulation Part 5 – The Chinese Titanic has hit the iceberg
You may have heard on the news about scam centres operating out of South East Asia and how they lured unsuspecting people to a living hell.
