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Episodes
AI Trade Phase 2 Begins: Q3 Earnings to Split Winners From Losers
The AI trade has entered a new phase.
Micron has helped prove that AI infrastructure demand is real, but the market is now asking a harder question: which companies can turn that demand into genuine economic...
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Tech Surges While Commodities Crack: Time to Rebalance?
Tech is still leading, commodities are under pressure, and the US dollar has just added a new complication.
That makes this a useful time to step back and ask whether your portfolio is still balanced for the market in...
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Wild Week in Markets: Gold, Commodities & the Next Move
Itās been one of the wildest weeks many investors will have seen for some time, with sharp swings in sentiment leaving plenty of people wondering what comes next.
For the full experience, watch the YouTube video at...
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Tech & Commodities Get Smashed. Is This the Top?
š Insiders Club Special Offer $149/mth for 2 months (for serious wealth builders)Entry and exit alerts, strategy, education and full email support.https://www.specialistshareeducation.com.au/insiders-club
Friday was...
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Top Forming or Just Getting Started? How to Buy Rebounds
š Insiders Club Special Offer $149/mth for 2 months (for serious wealth builders)Entry and exit alerts, strategy, education and full email support.https://www.specialistshareeducation.com.au/insiders-club
After months...
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Markets Pricing Imminent Peace: What If Theyāre Wrong?
Markets are pricing a relatively positive outcome from the US-Iran conflict, but what happens if peace does not come quickly?
This week I look at the Strait of Hormuz, global supply chain risk, energy uncertainty,...
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Why US Stocks Keep Rising While the ASX Lags
The US market continues to push higher, with the S&P 500, Nasdaq and Russell 2000 all showing strong momentum. But the ASX is lagging, and Australian investors need to understand why.
This week, I look at the...
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This Rally Seems Crazy: Until You See these Money Flows
Middle East risk remains unresolved, energy security is still a serious issue, and many investors are struggling to reconcile the headlines with what markets are actually doing.
But the weight of money is making a...
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Forget Logic, This is the Formula Thatās Working
Forget logic. Right now, that may be one of the most important investing lessons.
The market is doing what it often does at major turning points: ignoring the headlines and following the money. While the macro...
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A Significant Pivot Point in Markets: Weāre Buying
Markets may be at a significant pivot point and we've been buying for several weeks in the Insiders Club, but that does not mean investors should throw discipline out the window.
What matters now is not reacting...
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Australian Energy Threat: Stocks & Sectors to Win & Lose
There is a major threat to Australian investors that most people are still underestimating.
In this follow up to Sundayās market update, I go deeper into why Australiaās energy vulnerability could become a serious...
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The Risk Australian Investors Still Arenāt Pricing In
This weekās market update tackles an issue I believe many Australian investors are still underestimating.Australia is an energy exporter, but we are also heavily dependent on imported fuel. That leaves large parts of...
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