The Great Battery Shift
Unless you’ve been living under a coal stack, you’ve probably noticed the chatter.
Australia is changing.
Quiet, odourless, smokeless change.
Big batteries are steadily popping up across the country. They're grid-connected Virtual Power Plants (VPP). And they're now fueling your iced mocha latte maker. Which means they're fueling YOU!
Programmable Money will Revolutionise the Economy
Money is stupid.
For all the elaborate innovations in modern finance, from intricate derivatives and sprawling Quantitative Easing (QE) programs to complex monetary policy frameworks, our money still has the sophistication of bronze-age coins dressed up in digital disguise.
Israel’s War for Lasting Peace Spells Danger for Oil Supply Chains
War. War never changes.
And war in the Middle East is seemingly never too far away. The latest flare up is between Israel and Iran. As you’ve no doubt hear, Israel has launched ‘pre-emptive’ strikes against Iran’s ability to manufacture nuclear weapons.
RBA Rate Cuts in 2025: Market Hopes vs Economic Reality
Aussie investors have predicted strong rate cuts in 2025. The expectation has been over 125 basis points of cuts for the year. That includes the February cut the RBA has already delivered.
That’s five cuts for the year.
Why Trump Just Unleashed Massive Global Tariffs
Donald Trump has stormed back into power with a vengeance. His reform agenda has been impressive for the speed and volume of changes he's introduced if nothing else. You can't criticise the man for not getting to work.
The Yen Carry Trade Unwind: A Looming Financial Shock and the Opportunity It Presents
There’s something stirring beneath the surface of the global financial system. You can’t see it in the headlines. You won’t find it on your CommSec homepage. But it’s there—quiet, monstrous, and ready to burst.
And when it does?
Stock Market Correction 2025: Guide to Navigating the Sell-Off
In Case You Missed It...
Unless you've been living under a rock or binge-watching your favourite series non-stop, you've probably noticed your portfolio looks a bit worse for wear lately. Global stock markets, including our beloved ASX, have taken a significant tumble.
CBA is Too Expensive: Time to Reevaluate?
The Commonwealth Bank of Australia (ASX: CBA) is the undisputed heavyweight champion of ASX bank stocks. But in the last twelve months we’ve seen its valuation become unhinged from reality.
CBA shares have surged 60% in just over a year.
DeepSeek, Nvidia, and the Robotic Gold Rush: How AI is Changing the World
One of the biggest technological revolutions of all time is about to be unleashed in a big way.
Robots aren’t just knocking at the door. They’re already in the house, rummaging through the fridge and taking selfies with our smartphones.
Don’t Miss This Explosive REITs Trade Setting Up Right Now
It's time to get excited about REITs again.
It's not the talk of the town yet. But pretty soon, you'll be hearing about the magic of Real Estate Investment Trusts REITs.
When your Uber driver talks about it, it's time to sell.
NVDA Meltdown is a Warning Shot for Big Tech Investors
Nvidia has had a rough couple of days, down 22% in just a couple of days. The whole AI sector is down with it. This isn’t just about one company—Nvidia’s fall matters because of its outsized role in the AI economy.
The Markets IQ 2025 Predictions
It's that time of year again. Prediction season!
Every year, like clockwork, the financial world dons its festive hats and indulges in the annual farce of market predictions.
It's that time of year again. Prediction season!
Every year, like clockwork, the financial world dons festive hats and indulges in the annual farce of market predictions.
Analysts, influencers, and self-proclaimed ‘gurus’ roll out forecasts that range from hilariously overconfident to outright absurd.
Will Syria Boom or Bust? All Eyes on al-Jolani
The Syrian Government’s collapse is a geopolitical earthquake. Years of civil war, sanctions, and isolation have shattered the old regime, leaving a power vacuum—and one burning question:
What (and who) will rise from the ashes?
Syria’s new government is a wildcard.
Boring to Brilliant: ASX's Automotive Winner From Trump’s Tariff Tantrum
Trump is Back Baby!
Not to toot our own horn, but The Markets IQ called his return just before the election here. That's right. We were the only ones.
OK. Enough hyperbole.
Betting odds were the best indication of his impending win.
The Birth of the Cyborg: Humanity Augmented by AI and Robotics
We’re living on the brink of one of the most transformative leaps in human evolution: the merging of human capabilities with AI and robotics. This isn’t just the stuff of sci-fi anymore. Picture a future where we don’t just work with tech but actually become part of it.
In this post, we'll dive into the possibilities of humanity augmented with AI and Robotics, who’s driving the innovation, and how investors might position themselves as this future becomes reality.
As great investors, we aren’t just looking at what’s happening around us right now. We are looking at the future for what will be.
AI might be one of the most under-appreciated themes in investing in recent years. It’s bigger than the computers. It’s the next level up. If computers turned our productivity from a 1 to a 2, the combination of AI and robotics has the potential to make it a 10.
This could be transformative not only for how and where we work, but also how we live, how we run our societies, and how countries interact on the global stage.
Trump is Back Baby!
As the election looms closer, it’s beginning to feel like Trump is gearing up to reclaim power in the land of guns, fast food and Hollywood.
Instead of debating whether Trump is the coolest dude since Jesus or the reincarnation of Hitler, let’s focus on what a Trump victory could mean for the financial markets and how you can position yourself to profit.
The policy agenda’s of Trump and Harris are almost polar opposite on many issues. It’s easy to see in gulf between their two agendas just how populist and extreme politics is in the US right now.
On top of positioning for particular policy outcomes, keep in mind that there is currently a heightened chance of civil unrest around the election. That could mean demonstrations, fighting, further assassination attempts and even attempted coups.
While we don’t want to unnecessarily stoke the flames of division, it’s worth keeping these potential scenario’s in mind. Temperatures are running hot!
No matter who you want to win this election, if in fact you care at all, it’s important to look at both possibilities objectively as to what they mean for your investments.
Put the emotions aside.