Powering the artificial intelligence revolution
Here are two infrastructure-themed ETFs that focus on this megatrend’s staggering energy demands.
Thursday Edition, 25 September 2025
Boom! Doom! Zoom! | 25 Sep 2025: is uranium about to blow up? Plus: Macquarie, Paladin, Mineral Resources, Amcor & more
In this episode of Boom, Doom, Zoom, Peter Switzer is joined by Michael Gable of Fairmont Equities to tackle your stock questions and unpack the big moves in the market. From the lithium rebound to uranium’s explosive outlook, there’s a lot to cover.
Monday Edition, 22 September 2025
Switzer Investing TV | 22 September 2025: Australia’s best and worst suburbs for property, new stock picks AND what makes a successful investor?
Investors are still trying to make sense of a market that’s holding up better than expected — but where is it heading next? In this week’s episode of Switzer Investing TV, Peter Switzer sits down with three top market minds to explore what’s driving sentiment, how to think clearly through the noise, and where smart money is seeing opportunity right now.
3 potential uranium plays
Here are three uranium plays that all look capable of moving higher from current levels.
“HOT” stock: Tyro (TYR)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk explains why Morgans regards TYRO (TYR) as a BUY.
How to buy gold
I was blown away at the number of questions about buying gold at last Thursday’s Boom Doom Zoom. So, I thought I would revisit the options around investing in gold – physical gold bullion, gold miners or gold ETFs.
Five stocks forgiven, not forgotten
All too often, stocks fall out of favour and get ignored. I say that if the business is sound, that’s exactly when you should start putting them on your forgiveness list.
Buy, Hold, Sell: What the brokers say (22 September 2025)
For the week ending Friday 19 September 2025, FNArena tracked 10 upgrades and 14 downgrades for ASX-listed companies from brokers monitored daily.
Switzer on Saturday, 20 September 2025
Obstacles to this stock market rally are yet to emerge
The Fed’s rate cut and the implied commitment to two more cuts this year have added power to a rally that could have been due to go off the boil. But, then again, there is the promise of AI, which combined with lower US interest rates, keeps stocks irresistible to growth investors. It looks over-the-top but the pluses for stocks still outweigh the negatives, so it looks largely onwards and upwards into 2026.
Thursday Edition, 18 September 2025
Two good value stocks
Looking for value on the ASX? So is everybody. Here are two good-value stocks, operating in global markets that they understand very well.
Two more thematic ETFs to watch
Some of my better ideas in the past two years have been thematic ETFs: the Betashares Global Banks Currency Hedged ETF (ASX: BNKS) and the VanEck Global Defence ETF (DFND) stand out. While I still like both ETFs, to avoid repetition, I won’t cover them again but here are two other thematic ETFs that stand out.
Boom! Doom! Zoom! | 18 Sep 2025: Fed moves, gold rallies, and CSL’s comeback
From rate cuts to stock picks, Paul and Peter break down the latest moves in the market and answer your questions on everything from gold ETFs to small cap strategies.
“HOT” stock: Elders (ELD)
The stock is looking attractive here as Elders rolls out new systems to improve its pricing power and margins, and seasonal conditions remain favourable.
Questions of the Week (18 September 2025)
Is the Van Eck Bitcoin ETF VBTC a safe and easy way to get exposure to bitcoin? What is going on with lithium producer Sayona Mining? Brambles has softened recently, have there been any broker downgrades? Why is CBA “neutralising” its dividend?
Monday Edition, 15 September 2025
Switzer Investing TV | 15 September 2025: What would US rate cuts mean for your portfolio? PLUS: Rare earths surge, and so does your home internet speed
This episode dives into a big week for investors as Wall Street waits to see if the US Federal Reserve will deliver a standard 25-basis-point […]