Today Callum and Murray discussed the next strategic metal to blast off after US government intervention. They discuss two opportunities in the sector and also analyse an advanced technology stock on the ASX that looks to have turned the corner.
Murray and Callum pointed out three lithium stocks last week that surged 5–12% this week. Now they look at copper and rare earths.
Lithium stocks jumped this week, so Murray and Callum discuss whether this could be the beginning of the second boom in lithium stocks. They also discuss a fund manager that is recovering and looking cheap
Silver is building up momentum for a massive run to US$40. Trumps tariff threats have caused a market dislocation event and pressure is building as physical supply dwindles.
The US dollar and US bond yields flew higher in preparation for Trump. But have they gone too far now that deals are being made and the worst fears aren’t panning out?
Murray shows you what will unfold if the US dollar and US bond yields start falling fast. One thing that could come out of left field is Japanese Yen carry trade unwinds.
US tech stocks were hammered last time so investors should be prepared.
Gold keeps running despite the strength in the US dollar. Oil is looking shaky and could collapse below USD$70. A spike in the gold/oil ratio could put a rocket under gold stocks and Murray shows you why.
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