Giving up

Welcome to Week 11: The ASX200 is down -3% and Brent Crude is over US$100/bbl

Last week, I wrote it looked like the ‘initial shock’ of the Iran war was over when it came

Oil and gas: The new gold? Things are heating up at Shell, BP, Pure One, and Oklo

After a long dry spell for oil, it took a war to bring the necessity of fossil fuels back into focus.
Aussie servo layout

Westpac say Aussie fuel prices could hit A$3/L at the servo. How bad might CPI get?

Well, I might often write the 1970’s oil crisis doesn’t matter anymore when it comes to Iran’s ability to
US cash

Too much risk for haven, momentum assets as gold, silver and… South Korea’s stock market dive

Something strange – or, if not strange, then counterintuitive – is happening to gold futures in the last twenty-four hours.
Iran oil concept

Brent above US$82/bbl on Iran’s Hormuz attack threat; Trump escort promise response mixed

We’ve seen Brent Crude futures climb +6% in the last 24 hours as the Iranian government claimed they would be attacking oil vessels

A multi‑platform industrial gas and carbon opportunity ready for long‑term value

In the evolving landscape of North American energy, few companies have repositioned themselves as boldly – or as deliberately – as 
AI concept

The great AI scare sell-off is still permeating Wall Street; a speculative blog from the not-so-distant future stands as the latest culprit

The ongoing tech sell-off in the United States, ironically driven by the larger AI thematic itself, continues to define
US and Aus flag

The XJO benefitted from geopolitical calm last week. New tariff fears perhaps feel more familiar

Last week, I wrote that the ASX200 was having a good week, where Australian investors were reacting to Australian earnings reports and how
Wall Street

US Fed hold decision bets persist despite softer CPI, and one BIG question mark for jobs

It's been an interesting weekend for U.S. economic data, if you can really call economic data…