The Week’s Edge

Last weekend I caught up with a mate who has a strong passion for investing. Let’s call him Craig. Our discussion bounced from snorkeling to Spanish zinc mines to psilocybin for treating gut health.

If you only read one article this month, make it this one.

Seriously.

Because we are standing on the edge of potentially the biggest economic upheaval of our lifetimes, and almost nobody sees it coming.

It’s peak Electric Vehicle (EV) pessimism time.

If you’re watching the commentary around EVs in the last few months, you’d think they’ve packed their bags, left the keys…

Gold’s been strutting around like it owns the place. At a time when the tech-heavy Nasdaq is also rampaging higher. Hardly risk-off flows! An everything bull market.

There’s a lot of noise about gigawatts, turbines and high-voltage lines. But the sleeper move in Canberra’s latest energy package is in liquid fuels.

Last week the government earmarked $1.1 billion over the next decade to seed a domestic biofuels industry, including sustainable aviation fuel. It’s not flashy like offshore wind…

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!

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.

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 heard, Israel has launched ‘pre-emptive’ strikes against Iran’s ability to manufacture nuclear weapons.

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.

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!