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.

From hyperscalers to AI labs, demand for data centres is exploding. GMG and NXT are Australia's best exposure to the trend.

Volatility aside, CargoWise momentum and the recent E2open acquisition could set up a stronger future for WiseTech.

Even the "safe and boring" grocers aren't immune from results season volatility – Coles up 11%, Woolworths down 13%.