James Whelan
The Whelan Wrap: Gold, oil, copper, tungsten, and an Ozempic joke that's funnier than it should be
Fed hikes 25bp; gold steady, oil slips, copper choppier. JPMorgan on endgame modeling uncertainty; Australian Gold Conference preview.
SmallCaps Heads to the Australian Gold Conference as Official Media Partner
Small Caps to cover AGC26 as official media partner at Australia's largest gold conference, spotlighting ASX gold plays as gold price steadies above $4,300/oz.
2026 Australian Microcap Investment Conference
Melbourne Oct 20-21, 2026: Australia’s 15th Microcap Conference features 24 ASX microcaps presenting growth plans; CEOs and fund managers network. Register now.
The Weekly Finger: RRS Recap
Mining could raise MSCI weight from 2.2% to about 5%, signaling an imminent re-rate; Firefly Metals flags 42% IRR on Green Bay copper project.
The Weekly Finger: Ag squeeze, a quality of earnings red flag, and copper's discovery drought
Ag squeeze boosts grain prices; a red flag in S&P 500 earnings as unrealised gains surge; and copper faces a discovery drought—this week’s market briefing.
The Weekly Finger: Grains gone wild, the copper squeeze nobody's pricing in, and the bond market story tying it all together
Grains go wild as copper tightens supply and gold/silver pull back; bond-market signals spark a rotation into real assets—NVIDIA and Fed odds in play.
The Weekly Finger: Dirt, copper, and the sovereign squeeze
Copper hits record highs as fertiliser supply squeeze and sovereign pressures bite; Mosaic trims phosphate output, warning on global deficit.
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.