Markets Slide as Tech, Commodities and Crypto Extend Sell-Off
Risk assets retreat as investors rotate toward safety
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Project Vault and Australia’s Critical Minerals: Why US Capital is Reshaping the Sector
US strategic capital is accelerating winners, but only projects with real economics will survive.
Netflix & Warner Brothers Deal Faces Antitrust Implications?
In early 2026, Warner Brothers Discovery's (WBD) board unanimously accepted the bid from Netflix. Netflix sweetened the pot to purchase…
Australia’s Startup Funding Surge and the 2026 Grants Opportunity
A Maturing Startup Ecosystem Gains Momentum Australia’s startup landscape has rarely looked stronger. More than 810 companies secured over US$5.4…
RBA Raises Cash Rate to 3.85% as Inflation Pressures Persist
Australia’s central bank pivots back to tightening as inflation proves sticky
Markets
Glencore’s Copper Growth Strategy Faces a Reality Check
Big copper ambition is easy to sell. Delivering it is where value is won or lost.
Highlighted Insights
RBA Rate Decision in Focus: Why a February Hike Is Still Not a Lock
Markets see a hike coming. The data tells a more complicated story.
Elon Musk’s Great Reshuffle, Robots, Mega Mergers and What Comes After Tesla’s Flagship Cars
A Fortnight That Redefined Tesla Late January marked a clear inflection point for Tesla’s identity. The company confirmed it will…
Investment Analysis: Cobram Estate (ASX:CBO)
Investment Analysis Cobram Estate - Premium Product, Premium Expectations Cobram Estate Olives has evolved from a regional Australian grower into…
An outlook on ETFs. Are ETFs a Viable Investment?
Over the past several decades, exchange‑traded funds (ETFs) have evolved dramatically, moving well beyond their original role as simple, conventional…
Labor’s $57 Billion Budget Shortfall, Blowout or Election Spin?
Labor’s alleged $57 billion budget shortfall has ignited a fierce fiscal debate as Australia edges toward the 2026 federal election.…
Featured Investments (Stock Picks)
ASX: A2Milk Market Update
A2Milk has been on the front page of various financial news pages over the past…
Newmont Corporation (ASX: NEM): Equity Research Analysis
Newmont enters the next leg of the gold cycle as the world's largest listed gold…
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Investment Analysis: Anson Resources (ASX: ASN)
Anson Resources has recently secured a significant lithium offtake agreement with LG Energy Solution, propelling…
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Life360 (ASX: 360) Investment Analysis
A Scalable Consumer Platform Positioned for Global Growth Life360 has become one of the most compelling consumer technology stories on…
LNG Floor, Oil Rebound: What It Means For Australia
LNG - A higher trough, not blue-sky MST Marquee argues that spot LNG prices are unlikely to fall below US$6-US$6/mmbtu…
NYC Dicey Overnight Session, ASX Set for a Softer Open
After a cautious session in New York overnight, Australian futures are indicating a softer open for the ASX. Latest futures…
ASX Diverges on Shocks: Banks Prop, Health & Tech Slide as Domino’s Pops, CSL Sinks
ASX Diverges on Shocks ASX diverges on shocks as headline-driven moves overwhelm the Wall Street lead. By late morning. the…
Strategy Bitcoin Sale Fears Trigger Fresh Volatility Across Crypto Markets
For years, Michael Saylor's message to investors was blunt: never sell your bitcoin. His company, formerly MicroStrategy, now rebranded as…
Lithium Shock: Why AI Energy Storage Is Reshaping the Market in 2026
Lithium has stormed into 2026 with its strongest rally in more than two years, blindsiding hedge funds and lighting a…
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Monthly Investor Memo
September 2025