Famous last words - AI capX spending to continue in 2027 ?
Just came across this software spending survey from Jefferies. AI spending does generate positive ROI in most use cases. But in 20% of resp…
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2Just came across this software spending survey from Jefferies. AI spending does generate positive ROI in most use cases. But in 20% of resp…
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This is the headline... Gold has crashed back to earth. Here’s what to do next https://www.afr.com/markets/commodities/…
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Looking at the watch list, plenty of junior miners are down 40-50% year to date. In the past month or so, some of the s…
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As usual. Do you own research. Not financial advice. Uniqure is a company capable of changing the world so to speak (es…
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Chinese internet stocks is an opportunity. Have a look at Pic 1. KWEB is an ETF of Chinese internet stocks. Its top 5 s…
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I have been thinking about this question a lot - How to find the next Amazon ? My answer is spot the CEO who is maniaca…
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Gold has more than doubled since 2024, running up from $2000 or so to over $5000 and now hovering around $4300. One of…
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As usual, do your own research. Not financial advice. (Jun 26) SpaceX IPO is all the rage now. Front page news. But som…
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SpaceX IPO is available for Australian investors. In the coming months, OpenAI and Anthropic will be IPO as well. I hav…
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The last few weeks had been brutal for the smaller end of mining stocks in Australia. Why ? Labour CGT policy change +…
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If you are looking for business insurance, it is worthwhile to get in touch with Abe Tavares from CIG Insurance. Abe is…
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Working through several small gold stocks in Australia, there is a pattern here. Once they are in production, PE will b…
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I think the world is on the cusp of change. Inflation is coming back. Countries are fighting for resources to ensure se…
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Usual disclaimer: Do your own research. Not financial advice. I may own and sell the stock. BTDR is a company most peop…
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I’ve worked with Daniel Massey and Nick Bragg from Biggie Smalls across a couple of projects now, including one through…
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