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Gold falls as uranium nears a buy zone

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Commodities

Investment ideas from the Edge of the Bell Curve to your inbox

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Technology

Don’t Chase the Rocket Pt.1

A chip earnings miss and a hot jobs report just vaporised trillions from US stocks. Before you chase the SpaceX IPO, understand the trap the Fed has walked into — and why it sets up the next decade’s trade.

The Spy Who Hacked Me

The NSA is now using the world’s most powerful AI to break into foreign governments. Cybersecurity is a more durable theme than you think.

The AI code smoky

Digital infrastructure follows the same trend: Research, then scale. The internet did it. The cloud did it. AI is doing it now. As Paul Dichiera explains, the same monetisation question that hung over the last two booms is now dangling over this one. And the answer is the same too.

Small Caps

But lithium ain’t one

Lithium’s been left for dead, but sentiment has turned. Lachlann Tierney shows you why this “specialty chemical” says it could be gearing up for one last explosive run.

April micro-cap flashback

In April micro-caps were getting smashed by war, oil and credit stress — but perhaps rising commodity prices could soon force capital back into quality small stocks, setting up a powerful rebound.

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Market Analysis

Your Best Ideas Under the Microscope

The first Friday of the month means one thing: viewer stock picks. Charlie and Murray hand over stock selection duties to the audience and work through a huge list of companies spanning copper, gold, lithium, rare earths, graphite, mineral sands, biotech, platinum group metals, drone technology, advanced memory chips, and more.

Macro

Worst. Budget. Ever

Worst. Budget. Ever. I really don’t know where to start with this one. It is so bad for this country that it’s hard to fathom. So let me start with the positives…

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