Michael Burry’s Bearish Nvidia Bet: What It Means For ASX Investors
Burry bets against Nvidia as concentration hits 44-year high. Nvidia worth 7.4X all top 10 miners combined. But Lachlann Tierney argues this means rotation not collapse.
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Rain on the Track: A Flutter on Small Cap Commodities Could Pay Off
The RBA looks likely to hold rates on a rainy Cup Day while global rates drop. Trump softens on China as Fed cuts and commodity cycles turn. Lachlann Tierney says there’s hope for small cap commodity outsiders.
Rate Cuts to Resource Rallies – What’s next in Markets?
JP Morgan just upgraded lithium prices by 60% as battery storage demand explodes 50% in 2025. Meanwhile, Trump’s $80bn uranium investment could ignite the next commodity rally.
But there’s a hidden warning signal in the markets that’s successfully predicted corrections for decades — and it’s flashing orange right now.
Geology 101 An Investor’s Handbook: Part I
Find out how geologist James Cooper combines investment with an understanding of the rocks.]
Think you missed the gold bull market?
Readers’ frustration about not being able to ride the complete gold bull market made me reflect on my strategy. Why do I invest and guide you as I do? Step inside my mind and playbook…
How many chips you got?
Nvidia’s CEO drops a hint on whether their highest end chips will be part of the potential China-US trade deal. Lachlann Tierney backs mining stocks to win if it doesn’t work out.
