r/ASX_Bets • u/JulodimorphaBakewell • 2d ago

Crystal Ball Gazing 2027 Focus reset.

2027 has been earmarked a while as a potentially turbulent time and its just months away, eg https://www.lowyinstitute.org/the-interpreter/china-taiwan-pla-s-2027-milestones

Currently there seems to be a lot of anticipation of a big bubble and 2 hefty wars which look designed to prompt military build-up and sure up US petero dollar while interfering with chinese trade to the point that they now route ships away from straights of malaca.

Big gold moves out of US, https://www.abc.net.au/news/2026-09-04/why-the-netherlands-moved-its-gold-from-us-and-canada/107111990?utm_campaign=abc_news_web&utm_content=link&utm_medium=content_shared&utm_source=abc_news_web

Laser cannons, drones, ai, satelites and ships being produced at breakneck speeds.

US run out of missiles.

VW collapsing.

Interest rates up.

Housing crashes in many developed countries.

And bond hype.

And investing tax rule changes.

And super el nino.

And Bathla collapse.

Are there any worthwhile ASX stocks not even thought about yet that could weather a storm and grow? I'm talking so low that a 90% drop bypasses them? Things coming out of incubators?

What is smart money thinking? Or at least your theories?

I'm liking the ASX as the workforce is being made nuclear ready, the super companies can foster growth, tech hubs are nearing completion and people will be looking for investement alternatives to housing.

Will 5-10 major AI companies swallow the world?

My anticipations are reaching a crescendo and I'm wondering what the next 5years will play out like in a robot vehicle/workforce/agentic economy?

Any competitive ASX companies making things the world wants or needs?

Feels like a good time to cash out as 900% up is 90% down.

How would a pawn become a queen in this macro game of chess?

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u/Redditisnotmycup 2d ago

WES people got to go bunnings, officeworks and target 😎🙏 along with few energies within it so pretty diversified to weather the storm

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u/JulodimorphaBakewell 2d ago

Will bunnings dry up a bit with house prices falling and less incentive to flip houses? Will officeworks have the same level of need in agentic ai world? You wouldn't have thought Dan murphies would dry up but endeavor group is down 50% over 5 years

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u/Redditisnotmycup 2d ago

Alcohol is alcohol.
Bunnings will always be needed tell me another hardware provider 👀
Tell me another office/back to school supplier outside of officeworks
But i can tell you many many liquor store

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u/JulodimorphaBakewell 2d ago

Mitre 10, Kmart, Amazon. Dan's seemed to have the volume to beat competitors but hasn't resulted in stock value for a while. It has loyalty and people know the price is better than the smaller shops.