With James away at the Noosa Mining Conference, Greg Canavan explains why the resource sector looks good in an overvalued market. And recent activity suggests big money could move into the sector in 2026.
Search Results for: lithium
What Gold’s Aggressive Move Is Really Telling Us
Gold’s surge above $4,100 signals scepticism about the US-China trade truce, fears of critical mineral supply disruptions, and distrust in paper assets amid persistent inflation.
As fear rises, gold is fine. But what’s an ASX bull market without a lithium craze?
Fear has ripped through markets. XEC down 13%. But corrections fuel bull markets. Lachlann Tierney thinks ASX lithium plays are set for an explosive move.
Michael Burry’s Bearish Nvidia Bet: What It Means For ASX Investors
Burry bets against Nvidia as concentration hits 44-year high. Nvidia worth 7.4X all top 10 miners combined. But Lachlann Tierney argues this means rotation not collapse.
Rain on the Track: A Flutter on Small Cap Commodities Could Pay Off
The RBA looks likely to hold rates on a rainy Cup Day while global rates drop. Trump softens on China as Fed cuts and commodity cycles turn. Lachlann Tierney says there’s hope for small cap commodity outsiders.
Rate Cuts to Resource Rallies – What’s next in Markets?
JP Morgan just upgraded lithium prices by 60% as battery storage demand explodes 50% in 2025. Meanwhile, Trump’s $80bn uranium investment could ignite the next commodity rally.
But there’s a hidden warning signal in the markets that’s successfully predicted corrections for decades — and it’s flashing orange right now.
