Victoria may soon become ungovernable theaustralian.com.au/commentary/fir…

BHP’s golden age shifts from local to global mines theaustralian.com.au/business/bhp-s…

Real world blows a hole in energy model theaustralian.com.au/commentary/rea…

The 12 best US stocks of 2025, and the three looking wobbly theaustralian.com.au/business/the-w…

As flagged, the Greenland crisis was resolved quickly due to Europe's manifold geostrategic weaknesses, which markets like; yet it opens the door wider to a new world order, which markets don't understand and won't like when they finally do. Against that backdrop, and building

Boston Dynamics’ new Atlas robot can dance with superhuman fluidity

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Just in case you don’t know: If you want to see a global crisis, let Australia run out of fuel… Did you know that Australia is the 22nd largest exporter on earth. 15th largest country by measure of GDP. As far as minerals go, we are the 3rd largest exporter of minerals on

Here is everything I have to say on Hormuz along with some thoughts on how it could impact portfolios Key takeaways: - Gas supply is more precarious than oil - It may be easier than some expect to meaningfully disrupt trade - Europe and Asia are big losers - Supply chain

The world needs to produce larger quantities of healthy food… and we need a new, better way without continuing to use the harmful chemical herbicides that damage our natural environment. We have launched #iTerra, which uses I-Pulse Group’s proprietary pulsed power technology and

Gold and silver are not acting well in a period of rapidly rising geopolitical risks. We have an Iran War, Strait of Hormuz blockade, rising volatility. In the old framework, that setup should be close to ideal for gold. But once you understand what is now driving gold, this move

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The financial architecture of the post WW2 world rested on three assumptions: - US is a benevolent hegemon with an embedded interest in maintaining global trading order - US controls the world’s sea lanes - US treasuries could always be transformed into commodities at a moment’s

Common sense at last as Bowen and Taylor make energy shifts theaustralian.com.au/commentary/ene…

The biggest macro consensus of the last 15 years was "China rising" The biggest investing mistake was acting on it. S&P 500 since 2011: 6.7x MSCI China: 1.67x

Joye: RBA's 'hot economy' experiment goes up in smoke bit.ly/4n3beDd

The best performing stocks in the S&P 500 over the last 5, 10, 15, and 20 years... bilello.blog/newsletter