For almost a year, Australia escaped the worst of Trump’s tariff tantrums. Yet we should be top of the list of targets. Why did we escape?
Search Results for: lithium
The Greenland trade: two ASX sectors to benefit
The Greenland trade is back. Trump’s Arctic push, puts gold and critical minerals back on the menu – to the benefit of a number of Aussie companies.
Base Metals: The Technical Break-Out No One’s Watching
As the commodity cycle broadens, use volatility to your advantage, jump on any temporary sell-off from now on as your springboard to build positions.
Copper and Zinc: One ASX small cap that is benefitting
Rio–Glencore chase copper dominance as AI data centres and EVs supercharge demand, while an overlooked zinc play and one Aussie small cap quietly ride the same boom.
Reflation Trade or Fed Takeover?
More commodities start to run as gold and silver explode higher. Small caps are also flying. But are they just playing catch-up to the Magnificent 7?
Is it a sign of better growth ahead or just fears that the new US Fed Chairman will lower rates too far?
Charlie and Murray assess the state of play as we head into 2026.
Lachlann Tierney’s 2026 Outlook
Lithium, uranium, copper. Just a few of the themes I will be looking to position members for in 2026.
