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The Hidden Mechanics of ASX Sector Rotation

Sector rotation is one of the most important forces driving equity markets, yet many investors overlook it because they focus…

Big Tech Is No Longer One Trade

The latest earnings season showed Wall Street is no longer rewarding Big Tech equally. As AI spending, interest rates and…

ASX Weekly Market Wrap

Market Overview The Australian sharemarket finished July on a much stronger footing, delivering its best weekly performance since April and…

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Stay ahead with our top market stories, stock recommendations, and exclusive research.

Australia Will Never Pay Off Its Debt, That’s Fine

Australia's debt is growing, but that doesn't mean it's unsustainable. Modern governments refinance debt rather than repay it, and financial markets depend on government bonds…

Peter Boyd
10 Min Read

RBA Decision Tomorrow: Hold, Hike, or Hawkish Pause?

All eyes are on the Reserve Bank ahead of tomorrow's interest rate decision, with markets divided over whether policymakers will…

Web Travel Group Shares Jumped 12% on the Wrong Number

The A$90 million buyback got the headlines. The exchange rate buried in the guidance is what actually changed the earnings…

When Does Government Debt Become A Problem?

Governments rarely fail because they borrow too much. They fail when investors lose confidence that the debt can be sustained.

ASX Stocks in Focus: The Second Number in Each Update

Myer beat on sales and gave up margin. Electro Optic Systems upgraded twice in six weeks. Stanmore's refinancing beats its…

Featured Investments (Stock Picks)

Brightstar Resources (ASX: BTR): Equity Research Analysis

Optionality, execution risk, and what really matters for a junior gold developer.

SwarmFarm Robotics: The Australian AgTech Platform Building the Future of Autonomous Farming

Australia has produced its fair share of agricultural innovation, but few companies have translated on-farm…

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Gain access to independent ASX insights, exclusive stock picks, and in-depth research trusted by founders, boards, and investors.

Rumoured Changes to Capital Gains Discount: What does it mean?

How potential CGT reform could affect investors, property and the federal budget

ASX Stocks in Focus: Real Assets, AI and Selective Defensives

Five roles, one framework. Positioning portfolios for a split market in 2026.

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Hedge Funds Surge as CBA Short and Metals Rally Drive November’s Big Winners

Australia's hedge funds just delivered one of their strongest months of the year, riding the sharp sell-off in technology stocks,…

Why UMG The Largest Music Company Rejected $65 Billion Takeover

CEO of Pershing Square Capital Management Bill Ackman has spent years trying to increase his exposure to Universal Music Group…

Is The SpaceX IPO A Bubble Or A Revolution?

SpaceX is preparing for what could become the largest IPO ever. At a reported valuation of US$1.75 trillion and an…

Australian Asset Heat Map: Records in Gold, Equities and Housing Sentiment

Australia is running hot across three fronts at once. Gold is at a record. The ASX 200 is hovering near…

What Markets are Telling Investors: AI, US-Iran Deal and Inflation

The ASX 200 closed Wednesday at 8,717.7, up 0.7%, led by real estate, consumer cyclicals and basic materials. Softer Australian…

ASX: An Outlook on CSL

Company Overview CSL is one of the world’s largest biotechnology companies, operating across three main business segments. Founded in Australia…

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