An ASX investor’s guide to the Trump-Xi Summit
Trump and Xi meet face to face in the coming weeks, while Australia quietly becomes the fulcrum of their cold war for tech and resources.
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Iran War Winners #2 and #3: Copper and Nickel
A sulphur squeeze in the Gulf, Indonesia slashing nickel quotas and an AI data‑centre arms spell big things for nickel and copper prices.
WA Fortress: A State that Can Feed, Fuel, and Finance Itself
Western Australia’s isolation was once a liability. Now, with cheap gas, world-class commodities, and food security, it could be its greatest asset
The Pros Got Crushed… What That Means for You
Markets have just ripped higher, with the S&P 500 surging 15% in less than two weeks. But beneath the surface, things aren’t nearly as strong as they look.
Silver, Juice and Power
Iran is taxing oil in yuan and crypto, but how many ounces of silver do I need to buy a pound of frozen OJ? What a weird commodity pair reveals about money, energy and power.
Here we go
Trump’s Iran ultimatum expires at our ASX market open tomorrow. Here’s why the energy trade is only getting started. Think phases and always be prepared.
