Has AI Reset the Cycle?
The latest data from China came in. And the news was good. But in a way, it doesn’t really matter. Because there’s something far more powerful driving Australia’s miners right now. And some argue it just got an ‘AI Reset.’
James Cooper’s Mining Memo
The Ghost of the GFC: Yields Keep Rising
Bond yields are rising in the US, and that’s sending tremors through the global economy, including here in Australia. Today, we try to make sense of it.
Prepare for Escalation: After US Midterms, All Bets Are Off
Preparing for the inflection point in the market: the commodities set to move next
Aussie Rates Set to Rise: Commodities Don’t Care
While the market watches the RBA, another data point released on Wednesday will be more important for Australia’s miners.
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?
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.
