Mind the Gap — Part 2.
Part 2 of Charlie’s look at AI and work. Electricity’s biggest gains came when factories changed around it. AI presents a similar challenge today. And an opportunity for investors.
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Charlie and Murray examine the synchronised rise in global yields, the growing competition for capital between governments and the AI investment boom, and the key levels that could determine whether the ASX stabilises or suffers another sharp leg lower.
The Rare Earth Trade: Why we Took Profits in 2025
As rare earths stocks enter the stratosphere, is now the time to look at the fundamentals and perhaps take some profits?
From Empty Stockpiles to Explosive Profits
One of the persistent debates surrounding the war with Iran concerns the amount of weapons the United States has launched, either in attacking Iran or defending U.S. bases against Iranian attacks.
Mind the Gap — Part 1.
Orwell worried about what machines would take from us. Investors are betting on what they will deliver. Between those two questions sits a gap that prior tech revolutions struggled to cross.
113 kilometres of dirt between two WA gold towns
A chance encounter on a trip to Meekatharra revealed to me what a company’s production cost doesn’t show you. It also showed me a lot about the country’s bureaucracy.
