Magnets on the Menu
Elon Musk dines with Xi this week, and a Chinese firm reportedly makes all his robots’ muscles. I think the biggest winners from this boom missed the guest list.
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Copper: A One-Trick AI Pony
Today, we’ll unpack whether there’s more to the copper bull market story than simply an AI Buildout.
Always have an army
I’d prefer we live in a utopia that doesn’t need 10 million Optimus robots a year to ensure my physical safety and wellbeing. Well, at least there’s still a small window to invest.
China’s New Rare Earths Move
Trump and Xi meet Thursday. The market’s eyes are on bonds, oil and rates. Meanwhile a Chinese state group is circling a shareholder sitting on the register of America’s own rare earths champion.
Why $100-plus Oil Won’t Kill the Resources Bull Market
Oil’s above $100, bond yields sit at multi-decade highs and war keeps widening. Here’s why the resources bull market has longer to run.
Maybe Apple is Right
AI is becoming more capable. But that doesn’t guarantee returns for those building ever-taller towers. New research points to a future where intelligence runs locally — and Apple could be well placed.
