James Whelan
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.
The Weekly Finger: Shorter Days, Smarter Plays
Market alert: SaaS sell-off deepens; silver supply tightens on dwindling reserves. ASX picks like BHM could surge.
SmallCaps Heads to RIU Explorers Conference in Fremantle
SmallCaps heads to RIU Explorers in Fremantle for exclusive interviews, on-the-ground insights and catalysts in gold, critical minerals and battery metals.
The Weekly Finger: Seahawks by 18, Planes in the Air, and Markets Pretending not to Notice
Markets quiet on geopolitics, yet 100+ US C-17s repositioning hints at rising risk; optionality priced in, energy bid, and uranium upside looming.
The Weekly Finger: Winning by Not Getting Cute
Markets pivot as US unveils a $12B strategic minerals stockpile; hard assets gain as supply chains become national security. What this means for ASX.
China’s Midstream Metals Dominance Sparks Strategic Alarm
China controls 50-98% of midstream refining and smelting, sparking Western strategic alarm; ASX rare-earth stocks surge as Australia positions itself.