Shockwaves From Iran: Panic Selling, Strategic Buying
The latest upheaval in Iran is creating a surge of fear. But for rational investors, this could very well be a ‘sliding-door’ opportunity for buying.
AI Doomsday: Xero and the Great Unravelling
It’s a terrifying idea. Automation is about to disrupt our economy, making some companies obsolete. Could this be the first domino to fall?
Legacy Giant Quietly Becomes AI Powerhouse
How can investors find a fresh angle in an increasingly tight AI race? Well, it helps to think outside the box. Here’s one intriguing idea that’s starting to take off.
The Rebellion Trade: Buying the World’s Most Hated Asset?
It’s human nature to follow the crowd. But some gutsy investors are already breaking away, preferring to focus on a counter-cyclical trend.
Inside the $10 Billion Bet on AI Compute
The rise of artificial intelligence has been feverish. The world is now hungry for new infrastructure. Is this creating a speculative opening for daring investors?
