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  • Quick Update: Who bought the dip? Iron ore update + more

    Quick Update: Who bought the dip? Iron ore update + more

    Who bought the dip?  We often hear how retail money often rushes in to buy the dip in scenarios we had earlier this week. Well this time it was different. When the markets crashed on Monday, it was the retail investors who sold whilst institutional investors gradually increased their buying as the carnage rolled on

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  • What if we are NOT in a new “commodities supercycle”?

    What if we are NOT in a new “commodities supercycle”?

    The narrative around a “new commodities supercycle” has received a lot of airplay in recent years. Commodities have seen a material rally in prices from their 2020 lows, which only adds fuel to the narrative. It is a worthwhile exercise considering the opposing argument in this narrative – what is the market missing?   There have

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  • How the Chevron Doctrine decision could shake the environment and investors

    How the Chevron Doctrine decision could shake the environment and investors

    The Chevron Doctrine is referring to the US Supreme Court’s decision 40 years ago, giving deference to the Environmental Protection Agency’s (EPA) answer or interpretation of environmental laws. It was coined after a landmark case, Chevron USA, Inc. v. Natural Resources Defense Council, Inc. On June 28, 2024, in Loper Bright Enterprises v. Raimondo, the Supreme

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  • Monthly Wrap: US attempting to quell China’s control on semiconductors and AI

    Monthly Wrap: US attempting to quell China’s control on semiconductors and AI

    As a warning shot to the rest of the world, the US is openly scared of the power being accumulated by China and its rising market share in semiconductors, quantum computing and artificial intelligence industries. To address this and limit China’s influence on global supply chains, the US Treasury Department is advancing plans to limit

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  • Why a tsunami of liquidity might be on its way

    Why a tsunami of liquidity might be on its way

    World financial markets are addicted to liquidity to maintain the price level of assets. In a move reminiscent of the over-lending in the 2008 GFC asset bubble, Congress is voting on allowing lending on Second Mortgages by Federal Agencies in a move that could lead to a tsunami of liquidity. Congress recently approved a pilot

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  • A quick explainer on Hybrids and why people trade them

    A quick explainer on Hybrids and why people trade them

    ASX hybrid securities are financial instruments listed on the Australian Securities Exchange (ASX) that combine features of both equity and debt securities. These hybrids offer investors a blend of the characteristics of bonds and shares, providing unique benefits and risks. Understanding ASX Hybrids Hybrid securities can take various forms, including convertible bonds, preference shares, and

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