Overview #40 – Trouble in Paradise: Cracks in the AI Trade
A review of recent events/data impacting our investment themes and outlook. We look at the recent negative newsflow in the AI sector and potential...
575 Views
A Basket of Strategic, Speculative Australian Mining Stocks
US and Australian collaboration in critical minerals presents a promising investment opportunity with government support as a safety net.
161 Views
JR East (9020.T): Staying on Track &Picking Up Speed
JR East is seeing growth in its core rail and associated retail business. Asset-utilization initiatives are expected to drive earnings growth.
142 Views
Overview#39 – Uranium’s Surge, Gold’s Lull, and Some Geopolitics in Between
A review of recent events/data impacting our investment themes and outlook. We look at the uranium sector and the implications of the Xi-Trump...
485 Views
From Utility to Growth: Re‑rating Potential at Japan Exchange Group (8697.T)
The operator of Japanese exchanges is poised to benefit from the country's bull market resurgence as it breaks out of a prolonged downtrend.
195 Views