The Line Break
Key trendlines are breaking in some unloved sectors on the ASX. While the signals are all early, it’s worth updating your watchlists.

Key trendlines are breaking in some unloved sectors on the ASX. While the signals are all early, it’s worth updating your watchlists.
By Charlie Ormond,

After an eight-month correction, a growing number of gold stocks are flashing potential buy signals at the same time. Murray looks at why that could point to a tradeable bounce in gold.
By Murray Dawes,

In December 2024, Beijing banned exports of three metals most people have never heard of. The fallout was immediate, brutal — and it was only the beginning of a much bigger scramble.
By James Cooper,

A Chinese AI model just rattled chip stocks from Seoul to Sydney. When commodities trade like tech, perhaps the boring businesses are the ones left standing.

Is the American financial empire crumbling? I’m not so sure this posse of unhinged savages knows how to lose. Regardless, have a think of what the next leg of the AI trade looks like.

Last week’s ceasefire agreement between the US and Iran has brought renewed criticisms that this merely delays the inevitable. Iran holds all the cards, and the US gave in. That conclusion misses Iran’s biggest weakness…
By Brian Chu,
Investment ideas from the edge of the bell curve.
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