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Three Lithium Stocks in the Buy Zone

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

The next wave of AI winners

Hedge fund Coatue is putting their stake in the ground. They say AI is going to improve productivity and take down the US debt to GDP ratio.
They think the Mag 7 will keep growing. But the next wave of big capital growth will come from different AI winners.
The next wave of this tech is via AI “agents”. This could be big if we tee off similar tech breakout points…

Commodities

Three Lithium Stocks in the Buy Zone

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

The next wave of AI winners

Hedge fund Coatue is putting their stake in the ground. They say AI is going to improve productivity and take down the US debt to GDP ratio.
They think the Mag 7 will keep growing. But the next wave of big capital growth will come from different AI winners.
The next wave of this tech is via AI “agents”. This could be big if we tee off similar tech breakout points…

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Technology

Are we at war with China?

Tariffs, fentanyl, the Straits of Hormuz, Canadian steel quotas and the EU admitting “Trump is right” all mean one thing: the West is finally taking on China.

Small-Caps

Three Lithium Stocks in the Buy Zone

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

Macro

Crypto

Economy

Market-Analysis

Interview with a deep value contrarian

In this wide-ranging interview with Collins St Asset Management’s Michael Goldberg, we discuss what it means to be a value investor and a contrarian. Michael reveals where he sees opportunities in today’s market, with a specific focus on gold and oil stocks. Regards, Greg Canavan, Editor, Fat Tail Alliance, The Insider and Fat Tail Investment…

ASX News Update

Resources and Mining

Series

Silver About to Explode Higher

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.

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