Practical Superintelligence

Consensus is forming that the Artificial Intelligence boom is now morphing into a bubble. The strategy for bubble investing is different. In this case…

Nov 22 • 

The Savvy Yabby Report

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October 2025

Special Situation: Japanese Defense Stocks

The ascendancy of Sanae Takaichi as president of the ruling Liberal Democratic Party (LDP), positions her as the likely next prime minister. This lit a…

Oct 6 • 

The Savvy Yabby Report

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September 2025

Why I like Australian Real Estate Developers

The latest print for US labour markets was well below expectations signaling a marked slowdown in new jobs growth. Interest rate cuts are coming for the…

Sep 7 • 

The Savvy Yabby Report

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August 2025

Who was bought and by whom?

There has been a notable conspiracy of silence about the true nature and extent of US Critical Minerals demand. I illustrate with Rare Earths. This…

Aug 8 • 

The Savvy Yabby Report

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July 2025

Bubble Brewing?

The US market has defied all expectations by surging to new highs in spite of war in the Middle East, tariff frictions, and geopolitical uncertainty.

Jul 24 • 

The Savvy Yabby Report

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June 2025

The Precious Metals Bull Market

Some investment calls look easy, but you need patience to execute well on them.

Jun 17 • 

The Savvy Yabby Report

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EOFY Tax-Loss Selling Season

We are into the first week of the annual sell-off in loss making stocks as investors harvest losses to minimize capital gains tax. Expect some bargains.

Jun 10 • 

The Savvy Yabby Report

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May 2025

The Nine Dragons of Kowloon

Global battery leader Contemporary Amperex Technology Limited (CATL) just listed in the H-Share market in Hong Kong. Introducing the Nine Dragons of…

May 21 • 

The Savvy Yabby Report

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Crisis Interrupted? Shipping Bullwhip!

It is very welcome news that China and the USA agreed to slash tariffs to a much less damaging level for 90 days. The result will be a surge in…

May 13 • 

The Savvy Yabby Report

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April 2025

Beware the Ides of May

The middle of May, next month, say three weeks away, is when we should know what will happen to the US economy. The effects on the global economy show…

Apr 29 • 

The Savvy Yabby Report

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Global Equity Valuations

In earlier posts, I called a general bear market. The valuation picture is good for most non-US markets. I think this bear market will be concentrated…

Apr 28 • 

The Savvy Yabby Report

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Best Global Idea: ASX Gold Stocks

The die is cast now. We are in a precious metals bull market led by gold and ASX listed gold miners are in the box seat. We lay out the case, and our…

Apr 27 • 

The Savvy Yabby Report

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