The ASX 200 just ripped 400 points higher, but that doesn’t mean the coast is clear. The setup in the S&P 500 suggests a correction could be closer than most investors think, and the sharp drop in USDJPY hints that carry trades may already be unwinding.
Gold and silver plunge then AI whacked tech stocks. Lachlann Tierney explain what’s next.
SpaceX’s $1.25 trillion IPO and Trump’s $12bn minerals stockpile reveal the commodity-tech nexus is real. ASX tech could surprise.
Kevin Warsh’s Fed nomination just crashed gold and silver. But it created an opportunity to rotate into productive commodities essential to AI infrastructure.
AI data centres devour copper, lithium, rare earths. Meanwhile, AI tracks the minerals it needs. The feedback loop is just beginning.
Inside the weird world of the Darwin Dialogue and how nations are now testing rocks for their “DNA” to ensure they keep the profits.
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