Turn global turbulence into Opportunity
Turn the Geopolitical Turbulence of 2025 Into Investment Opportunities: Defence and Precious Metals Shine
Pre-Market Pulse 3rd June – Stocks ignore the geopolitics and the economy to reverse early losses
Stocks shrugged off rising tensions between China and the U.S. that threatens to spark a global trade war between the largest two economies.
Pre-Market Pulse 2nd June – Stock Drift lower on US/China deal nerves and new Trump tariffs
Stocks ended lower on Friday as chip stocks including Nvidia were pressured rising U.S. China trade tensions, wrapping up a month where the US indices had their strongest month since 2023.
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.
Pre-Market Pulse 30th May – Nvidia holds up market despite tariff uncertainty
Stocks were lucky to be saved by Nvidia’s earnings result overnight, with the worlds 3rd biggest company, single handedly holding up the index against broader weakness
Pre-Market Pulse 29th May – Nvidia does the heavy lifting again with solid earnings results
Stocks drifted lower overnight on fresh trade-related angst after President Donald Trump reportedly ordered U.S. chip software makers to stop selling to China, and the Federal Reserve’s May meeting minutes underscoring tariff-related uncertainty.
Pre-Market Pulse 28th May – Stocks bounce back sharply on consumer recovery
Stocks rose sharply overnight after U.S. consumer confidence rebounded following a five-month slump, cooling fears about the economy just days after President President Donald Trump postponed plans to impose steep trade tariffs on the European Union.
Consumer Staples Sector – SWITCH Elders ELD:ASX to Treasury Wine Estates TWE:ASX
SWITCH Elders ELD:ASX to Treasury Wine Estates TWE:ASX
Pre-Market Pulse 26th May – Stocks ends week lower as Bond yields & fresh trade war fears bite
Stocks ended the week lower as President Trump reignites threats of tariffs against the EU and Apple, while the uranium sector bounced on an executive order on Nuclear power
Cryptocurrency & Blockchain – The growing legitimacy of their investment case
The investment case for the major & established cryptocurrencies and blockchain technology rests on several key arguments, and the legitimacy of those cases are quickly growing.
Weekend edition EP69: Global Bond Markets Signal Investor Alarm
“Bulls vs Bears,” provides a comprehensive overview of current market trends, economic developments.
Pre-Market Pulse 23rd May – Stocks drift lower as US Debt concerns weigh
Stocks ended flat overnight as dip-buying in tech was kept in check by fragile sentiment amid ongoing concerns over high US debt levels