James Whelan
The Weekly Finger: Noosa Mining takeaways and the new playbook
Noosa Mining takeaways: copper's renewed ASX case amid AI and grid electrification; plus BHP Xplor offers juniors US$500k non-dilutive funding and access.
The Weekly Finger: From the pasture to the mining pulse
Herd mentality driving market momentum; Janus Electric's $45m in California fleet contracts signals a real commercial breakthrough in heavy-duty EV deployment.
The Weekly Finger: Orange trips, podcasts, EOFYs and copper conferences
Copper thesis evolves; register for Small Caps' free copper webinar on July 29, plus podcast notes on GGR, WTM, ADR and MTH—ASX copper opportunities.
The Weekly Finger: Geopolitical Whiplash, the Copper Play, and Washington’s Poolside Circus
Geopolitical shock after Versailles talks collapse as Trump’s remarks spike risk; traders pivot from oil to copper on enduring global infrastructure demand.
The Weekly Finger: On Green and Gold, and Oil and Gold
Oil inventories near lows despite Iran peace chatter; gold and oil diverge on the energy complex. Small Caps weekly market wrap on ASX stocks.
The Weekly Finger: Crude scarcity, aluminum stockpiles, and lifelong partners
Exxon warns of collapsing crude inventories as restocking squeezes price upside; aluminium stockpiles near historic lows, signaling potential energy rally.
The Weekly Finger: Capital Gains Realities, Broken Hill Breakthroughs, and Euro Gas Warning Signs
Australia's CGT rise risks capital gridlock and revenue gaps; SpaceX IPO whispers point to SPCX ticker, reshaping the debut landscape.
The Weekly Finger: From monsoons to macro melt, balancing budgets, and shifting supply chains
ASX tungsten and lithium plays surge: Viking Mines and Sky Metals shine as Lake Resources pushes DLE to dodge cost spikes—our latest podcast deep dive.
The Weekly Finger: 180% more volatile
RIU Resources Round Up: Sulphur up 180%, diesel tight as supply chains strain Australia’s miners; nimble small-caps sprint to secure fuels.
The Weekly Finger: Resource Wars and the Tungsten Trap
ASX resource stocks brace for a tungsten deficit, fueling a crunch in critical minerals; Tungsten '26 webinar and RIU Sydney coverage ahead.
RIU’s Sydney Resources Round Up Is Back!
RIU Sydney Resources Round Up returns May 5-7. Free pass for eligible investors to three days of ASX-listed explorers, management access, and market insights.
The Weekly Finger: Records, realities, and a two-headed beast
US bull market hits 3.5 years, up ~99% with fresh record highs; hidden small caps to watch as fuel shocks meet a looming global food crisis.
The Weekly Finger: Don Tzu’s Masterclass, The Acid Trip, and the Adelaide Renaissance
Geopolitics back in focus as Hormuz block tightens energy markets; Adelaide Resources Rising Stars hints at a renewed Aussie resources rally.
Neila Creek Site Visit Takeaways and What’s Ahead for Golden Globe's Gold Projects
Golden Globe Resources advances Neila Creek: two holes complete, third underway; assay results pending as gold and copper prices rally.
The Weekly Finger: On growing your own
RBA rate cut seen later amid stubborn inflation; meanwhile, growing your own food highlights looming food inflation and higher fertiliser costs.
The Weekly Finger: Food shopping lists slashed; equities shopping lists get bigger
Markets discount uncertainty; food inflation often hits later - roughly six months to show, with equities exposed to hidden CPI risks beyond oil.
The Weekly Finger: Rising costs, oil shocks, tech risks, and the credit bomb
Rising costs, oil shocks and a looming credit bomb spark market jitters as shipping fuel surges and energy bills bite Australian households.
The Weekly Finger: On bruised legs and bruised portfolios
Oil surges; crude ETF jumps 33% in a week—the biggest weekly gain on record—plus a new Finger on the Pulse episode and a revamped Investor Pulse site.
The Weekly Finger: CBA PR team dancing in the streets, waving flags etc
CBA faces police probe over a $1bn mortgage-fraud hole, sparking talk of a banking lending overhaul and potential share moves.
The Weekly Finger: Older, fitter, faster, more fragile
Markets shift as AI fuels software sector; old leadership fades while new contenders tighten their grip.