Picks, Shovels and the New Investment Playbook: How to Position for the Decade Ahead
The 1970s saw commodities soar while growth stocks cratered. History rarely repeats — but investors should understand how it rhymes.
James Cooper’s Mining Memo
The Opportunity in Energy’s Record-Low Market Share
Energy is at a historic low in market weighting — but a supply crisis and structural underinvestment may be changing everything.
The World Is Changing — And So Should Your Portfolio
Global power is shifting, and with it the rules of investing. Here’s what the history books say comes next.
ASX Capital Flight: Hedging into Markets with International Exposure
ASX Capital Flight: Hedging into Markets with International Exposure to reduce Post Budget Risk
Tech’s Farewell Party and Preparing for the Rotation
Read on to find out how James is helping position his paid readership group over 2026 and beyond
What Happens to Your Money When Trading Empires Crumble
In this coming era, it won’t be the tech firms spending billions on Capex; it’ll be governments alongside the world’s largest miners and energy firms.
