Mining majors buy rocks, not companies. Learn how deposit size determines which junior miners become tomorrow’s billion-dollar takeover targets.
Macroeconomic News: Insights into Economic Trends and Developments
Forget China (at your peril)
While we’ve been navel-gazing, China has been quietly reshaping global trade, flooding markets, and luring back the very investors who fled years before.
AI is the Bubble. Taiwan is the Pin
There’s another major risk that people seem to have forgotten about, and this week, Australia’s intelligence community is making sure we’re paying attention
The Quiet Opportunity in Australian Beef
Australian lean beef has climbed to multi-year highs, while share prices remain muted. That sounds like an opportunity to me.
When Washington Plays Beijing: America’s New State Capitalism
Welcome to the new American capitalism, where the invisible hand of the market has been replaced by the very visible thumb of Uncle Sam on the scales.
BONUS EDITION The Hot Money Unwind
An impromptu discussion with Greg and Ryan as markets go wild
