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.
As predicted last week, a sharp correction has begun in markets with gold, silver, and bitcoin plummeting. The plunge in software stocks is turning the volume up to eleven, so it’s time to hunt for opportunities.
Markets are starting to feel tense. Big swings across gold, copper, bitcoin, and currencies suggest the calm we’ve had may be fading.
In today’s Closing Bell episode, Charlie and I break down what’s driving the amazing moves in commodities and where the best opportunities might be next. We also take on the challenge from last week’s comment section by analysing viewer-submitted stock ideas across precious metals, explorers, Chilean porphyry plays, rare earths, graphite, and emerging tech. All with the goal of finding the next big money-making setup.
In today’s episode, Charlie and I are covering three major commodity moves in oil, silver, and uranium that matter right now.
More commodities start to run as gold and silver explode higher. Small caps are also flying. But are they just playing catch-up to the Magnificent 7?
Is it a sign of better growth ahead or just fears that the new US Fed Chairman will lower rates too far?
Charlie and Murray assess the state of play as we head into 2026.
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