Author name: Mark Gardner

Mark, CEO of MPC Markets, boasts 25+ years in fixed-income and equities trading. Specialising in holistic, top-down thematic and macro analysis, he expertly identifies Australian and global market trends.

Balanced Portfolio

High Conviction: Buy Boss Energy (BOE)

The investment case for uranium is more compelling than at any point in recent history, driven by a convergence of structural supply deficits, resurgent nuclear energy policy, and a dramatic shift in demand from the world’s largest technology companies—the so-called “Magnificent Seven” (MAG7)—as they race to secure clean, reliable power for their rapidly expanding AI and cloud data centers.

Bulls vs. Bears

Weekend edition EP70: Nvidia does the heavy lifting again

In this episode, Jonathan and Mark discuss various market trends, including Nvidia’s strong earnings, the approval of Woodside’s gas project, and the implications of a potential bear market rally. They analyze the performance of the ASX, US earnings, and bond market dynamics, while also touching on geopolitical factors affecting commodities like uranium, gold, and silver. The conversation wraps up with predictions for the upcoming week and insights into investment strategies in the crypto space.

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