Some of the best gains happen when prices are already overvalued. The trick is spotting when the herd finally turns.
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Central banks are quietly selling bonds and buying gold – a clear warning sign the bond market may be losing control.
$1 trillion a year in interest and $9 trillion in bonds to roll – Ray Dalio says the US debt cycle is fast reaching breaking point.
Gold may be inert, but ETF flows and currency weakness have turned it into one of the most powerful trades of the decade.
The GFC showed just how brutal markets can be – stop losses could have saved investors years of waiting to recover.
Nvidia, hyperscalers, and AI spending have fuelled the boom – but sentiment is fickle, and one slip could break the story.
Forget the old line about "you can't time the market". We've done it, we keep doing it, and it's made all the difference.
It's not for everyone, but rotating the big banks around results can pick up more income plus franking along the way.
From chip demand to geopolitics, there are plenty of risks lurking that could bring Big Tech's extraordinary run to a halt.