Everyone’s talking about gold right now – but behind the headlines, it’s still a small, risky, unpredictable corner of the market.
We’ve seen it before – headlines drive hope, prices run ahead of reality, and the herd keeps dancing while the music plays.
Falling rates lower risk and drive money into equities. The Fed’s latest cut may have just set the stage for a new bull run.
From Nvidia to Oracle, deals are piling up fast. Add in falling interest rates, and the Big Tech story still has years to run.
The AI story is just beginning. Oracle’s results show demand is booming and growth has years, if not decades, ahead.
Gold may be inert, but ETF flows and currency weakness have turned it into one of the most powerful trades of the decade.
Nvidia, hyperscalers, and AI spending have fuelled the boom – but sentiment is fickle, and one slip could break the story.
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.