The latest episode of the Closing Bell is available now

By Murray Dawes, Friday, 08 August 2025

Tune into the latest episode of the Closing Bell to hear Murray discuss a new US opportunity, his barnstorming rare earth trade…plus more!

There’s an interesting comment from Jensen Huang in today’s Australian Financial Review.

It comes via an anecdote from the CEO of ResMed who happened to be in a meeting with the ‘Godfather of AI’ (who happens to have a net worth of US$150 billion).

ResMed’s Mick Farell was asking about corporate strategy.

Apparently, Huang said having a fixed 5 year view was pointless about anything when AI was changing things daily.

We’re going into an era of massive disruption.

However, I think we can be confident about one thing: the market for stablecoins is going to keep growing.

Here’s my colleague James Altucher writing about them recently…

“There’s $150 trillion in currency on the planet. There’s only $200 billion worth of stablecoins. Buying the businesses that make stablecoins are probably going to be huge sources of growth.”

Indeed. It’s an exciting time to be an investor.

I share one idea you might like to consider around this trend in today’s Closing Bell.

We also discuss Murray’s ripping rare earths trade…and why it might keep going for a long while yet.

And I also point out an obscure sign from the European economy that bolsters the case for stock markets trending higher over the next 12 months.

Tune in now…

Regards,

Murray Dawes,
Retirement Trader and International Stock Trader

All advice is general advice and has not taken into account your personal circumstances.

Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

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Murray Dawes is our resident expert trader and portfolio manager. He is a former Sydney Futures Exchange floor trader who went on to design custom trading systems and strategies for ultra-wealthy clients (including one of Australia’s richest families). Today, his mission is to help ordinary Aussie investors make profitable investments, while expertly managing risk.

He uses his proprietary system for his more conversative and longer-term-focused service Retirement Trader…and then applies the same system to the ultra-speculative end of the Australian market in Fat Tail Microcaps (this service is strictly limited and via invitation only).

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.