The Age of Hard Assets is Upon Us
Brent, WTI, doesn’t matter. The US is focussed on one thing after Iran. Commodities. Russia and China are likely well aware.
Search Results for: lithium
China’s playbook narrows, and it likely means more commodities
China is in a tricky spot with Venezuela and Iran off the board. It will likely have to double down on metals, as it has done previously.
Ukraine peace deal? And ASX investors to benefit?
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.
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.
