Micro-caps: Look where others don’t!
The small end of the ASX has gone nowhere for ten months. Something shifted in the last fortnight, and most investors have not noticed it yet.
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Oil and Gold: Why Both Could Rise for the Remainder of 2026
Oil and Gold have been the opposing asset classes this year, while one’s up, the other is down. But the remainder of 2026 could give rise to something much different.
The contrarian case for tiny ASX stocks
Australia’s micro-cap market looks unloved amid recession chatter, AI mania and bond-market panic — exactly the kind of neglected territory contrarian investors should be watching.
AI’s fatal flaw
Tech bros got rich from scalable business models. But AI isn’t scalable. Its costs and revenues are closely linked. And we don’t yet know which is greater.
Big Tech’s Bond Problem
The US just sold 30 year bonds at the highest rate since 2001. If Big Tech stalls under that pressure, gold and oversold tech could benefit from the rotation.
The Bauxite Opportunity Hidden in a $2.5 Billion Bailout
A $2.5 billion bailout for Rio Tinto’s Tomago aluminium smelter has dominated the headlines — but the real story may be what it reveals about future demand for aluminium’s raw material. The same forces driving copper (renewables, EVs, data centres and grid buildouts) are also lifting aluminium use, and that points straight to bauxite.
