What do all the world’s recent conflicts have in common? Bizarrely, it all comes down to commodities. And that could be good for ASX investors.
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Ignore the man on stage in the US, and focus on this…
If the US Fed doesn’t cut, expect a market tantrum. That could be the catalyst for an even bigger commodities boom.
HPA: The Commodity that No One Understood
The obscure, ultra-refined mineral quietly powering semiconductors, EV batteries, defence technology, and LEDs — and largely ignored by mainstream investors.
At 26 cents it was a fever dream, at $18 it was real
Lachlann Tierney’s new thesis for AI and commodities converging. And how Aussie investors are at GROUND ZERO.
The Carry Trade Warning Signal
The ASX 200 just ripped 400 points higher, but that doesn’t mean the coast is clear. The setup in the S&P 500 suggests a correction could be closer than most investors think, and the sharp drop in USDJPY hints that carry trades may already be unwinding.
Why did gold go down, and why did AI make tech stocks go down? Same thing.
Gold and silver plunge then AI whacked tech stocks. Lachlann Tierney explain what’s next.
