Banks Down, Miners Up: The easiest 5-10 year trade on the ASX
Bank valuations are stretched, miners are poised to benefit from major trends. Lachlann Tierney explains why this could be the easiest trade for the next 5-10 years.
Search Results for: lithium
Strategic Investment
We come to what seems like a water-tight proposition: the more the feds get involved in the process of creating wealth, the less wealth is created.
The Bear Conspiracy Pt.2: Not out of the woods…yet
Speculative ASX stocks may have found a floor. It’s time for cautious optimism near-term, and a look these four sectors going into 2026.
ASX About to Crack?
In today’s Closing Bell, we look at the ASX 200’s sudden slide, why key support is so important here, and how a false break could turn into a near 10% correction into Christmas. I also touch on the growing cracks in weaker AI names, such as Oracle and Meta, and what that might mean for the broader market. We finish on a positive note with a brief look at the lithium stocks that are still running. Hit play to see the levels and charts I’m watching now.
This chart shows you why the move in resources is just getting started
With James away at the Noosa Mining Conference, Greg Canavan explains why the resource sector looks good in an overvalued market. And recent activity suggests big money could move into the sector in 2026.
What Gold’s Aggressive Move Is Really Telling Us
Gold’s surge above $4,100 signals scepticism about the US-China trade truce, fears of critical mineral supply disruptions, and distrust in paper assets amid persistent inflation.
