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Commodities Hammered

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Commodities Hammered

The ASX remains frustratingly rangebound as tax-loss selling hammers underperformers and cracks begin appearing elsewhere, highlighted by Judo Capital’s 40% collapse.

Era of the Mega-IPO

With more massive IPOs expected from the AI trade I take a look at history to see what it has to say about our market in the mega-IPO era.

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Commodities

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

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Technology

Era of the Mega-IPO

With more massive IPOs expected from the AI trade I take a look at history to see what it has to say about our market in the mega-IPO era.

AI Built on Borrowed Money

The AI build is running on borrowed money, and on Tuesday, the markets noticed. The chip-wreck was a reminder that the builders carry the debt and the risk.

The Problem with Exponentials

The difference between AI that can reliably handle two-hour tasks and AI that can handle multi-week tasks isn’t just more capacity. It’s a fundamentally different economic reality.

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.

Small Caps

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Market Analysis

Commodities Hammered

The ASX remains frustratingly rangebound as tax-loss selling hammers underperformers and cracks begin appearing elsewhere, highlighted by Judo Capital’s 40% collapse.

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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