Gold, Silver & PGMs: Why Precious Metals Still Matter in a Modern Portfolio
The Timeless Hedge: Why Gold Still Shines Throughout history, gold has been the world’s oldest and most trusted store of value. When currencies weaken, markets wobble, or inflation surges — investors instinctively turn to gold. In 2025, that instinct is proving right once again. The gold bull market remains intact, despite short-term corrections. The metal […]
US Dollar Rally Faces ‘Pushback’ as Fed Cuts in Doubt
Pushback While the dollar received a boost from the FOMC meeting with a shadow cast over the December cut that had been priced in, my longstanding view that the DXY could meaningfully decline over the coming year remains in place. Near term, the dollar could continue to rally given the now greater uncertainty around the […]
International Diversification Playbook: Investing Beyond the S&P 500 for Global Growth
The Problem With Staying Home: Overexposure to the S&P 500 For years, investors have relied heavily on the S&P 500 as a proxy for global growth. It’s easy to see why: American innovation, liquidity, and consistent returns have made it one of the most popular benchmarks in the world. But markets evolve — and the […]
Markets Rally as Rate Cuts Loom, Trade Tensions Ease
Wall Street benchmarks made new record highs on Monday following a few key risks being taken off the table. The better-than-expected CPI print from last Friday cements this week’s widely anticipated rate cut and likely a further cut in December. A potential US/China trade deal ahead of a key meeting between Presidents Trump and Xi […]
Corrections are inevitable
The correction in stock markets I have looked for in October has proven elusive in what has been a choppy month. International equity markets have corrected, and the lows are potentially in for Asian markets. China/Hong Kong stocks could soon resume an upward trajectory if a trade deal is reached with the US. Japanese markets […]
Amazon’s Robot Army: Inside the Automation Revolution That Could Replace 600,000 Jobs by 2033
Amazon’s Robot Army: Welcome to the Warehouse of Tomorrow (Humans not included) Amazon is planning a massive automation push that could replace 600,000 jobs humans would have had, with robots by 2033, according to internal documents obtained by The New York Times. The scale is staggering! That’s more than making Home Depot’s entire 470,000-person workforce […]
Wall Street Rallies as Shutdown Drags and Tech Giants Lead Gains
There were no major US economic releases on Monday, as the government shutdown rolls on. The AP reported that according to one estimate from Oxford Economics, a shutdown drags on GDP by about 0.1% to 0.2% per week. The longest shutdown to date is 35 days and was during Trump’s first administration. This one began […]
A similar ‘cycle’
AI has been a theme that has driven markets in 2025, and notably in the US and China, where tech dominates both stock markets. One concern amongst investors has been the huge amounts of CAPEX invested in recent years on a massive infrastructure buildout. The question that many are quite rightly asking is whether all […]
AI Boom or Bubble? Lessons from Dotcom, China Tech Upside & Copper Supply Shocks
Listening to CNBC and Bloomberg, there continues to be a lot of debate around whether the boom in all things AI and technology stocks is a bubble, which continues to dominate the airwaves. I have listened to countless interviews with fund managers and economists who have waded into the debate, many of whom are cautious, […]
Prices Take Some Back
Rio Tinto (ASX: RIO) Rio Tinto has revealed a reversal in its numbers for 2022, following falls in underlying and statutory earnings, and across all its reporting lines. While the balance sheet continues to be a key standout feature it was regeared but remains pristine. Shareholders saw the annual dividend near halve while no special […]
Gold production off for the quarter
Evolution Mining (ASX: EVN) Evolution Mining has released its March quarter 2021 activities update, revealing a weak operational performance for the quarter. Evolution reported lower headline gold production for the quarter, but silver and copper production rose. Operating costs came in on the high side for the March quarter. A fall in the gold price […]
