Rocks and AI Stocks Hit by Moonshot
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.
Search Results for: lithium
Why the US market needs to go up (and what next)
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.
The US-Iran ceasefire – Hidden rifts widen inside the Islamic Republic
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…
Gold breaks a new low for 2026 – Why buying now may be your best move
In just five months, sentiment for gold and precious metals turned from euphoria to fear. While the Iranian conflict rages, market valuation has gone out of control. Will there be a smooth landing or a crash? Gold benefits either way…
Offense wins elections, defence wins markets
Australia’s economy is wheezing and the ASX defensives are running hot, but with US IPOs booming and commodity tailwinds building, the real action might be hunting bargains in beaten-down small-caps.
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.
