HomeJames Whelan
JW
James Whelan
Hot Topics
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.
3 min read
Hot Topics
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.
1 min read
Hot Topics
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.
2 min read
Hot Topics
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.
2 min read
Hot Topics
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.
3 min read