Anthropic’s IPO Filing Signals A New Chapter For The AI Trade
Anthropic's confidential IPO filing may prove to be one of the most important moments in the current AI cycle, not simply because another technology company…
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Why Britain’s Gilt Market Is In Trouble
The bond market that toppled Liz Truss is once again flashing warning signs.
Former PM Paul Keating Urges Labor To Hold Firm On Reforms
Former Prime Minister Paul Keating has urged Labor to resist pressure for major carve-outs to its proposed capital gains tax…
How JPMorgan Dominates Wall Street
While competitors struggled to survive financial crises, JPMorgan used them to grow. The result is the most powerful bank on…
Why UMG The Largest Music Company Rejected $65 Billion Takeover
Bill Ackman's pursuit of Universal Music Group wasn't really about music. It was about owning one of the world's most…
Markets
Corporate Governance Risk Investors Should Never Ignore
The resignation of KPMG's chief executive following controversy surrounding whistleblower allegations is more than just another corporate leadership story. For investors, it is a reminder…
Highlighted Insights
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…
If You Don’t Understand Petrodollar, You Don’t Understand Money
The petrodollar system helped place and keep the US dollar at the centre of the global economy.
Equities Uncovered Volume 3: ASX and AI Stocks Building Momentum
This week’s edition broadens the lens slightly. Australian small caps still offer some of the market’s most interesting opportunities, particularly…
Why Bond Yields Quietly Determine Everything
From mortgages to markets, bond yields quietly shape the cost of money throughout the global economy.
Featured Investments (Stock Picks)
Superloop Ltd (ASX: SLC): Investment Analysis
Company Overview Superloop investment analysis reveals a company at the forefront of Australia’s fast-changing digital…
Evolution Mining (ASX:EVN): A Gold Miner Poised for Continued Growth
With record profits, strong cash flow, and strategic acquisitions, Evolution Mining presents a compelling investment…
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Megaport (ASX: MP1) Investment Analysis: A Cloud Connectivity Turnaround Entering a Stronger Phase
Company Overview Megaport Limited has grown from a disruptive networking startup into one of Australia’s…
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Australian Dollar Surges as Markets Bet on More Rate Hikes
The Australian dollar has quietly become one of the strongest currencies in global markets. After several years of relative weakness,…
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…
RBA Rate Rise Looms as Inflation Surges Back Above Target
Inflation Has Re-Entered the Room and the RBA Is Running Out of Cover The Reserve Bank of Australia is rapidly…
This Month in Venture Capital
Venture capital looked strong in May 2026, at least on the surface. Funding volumes climbed globally, AI continued attracting enormous…
Global Markets Outlook: A Soft Landing Is Priced, But 2026 Risks Aren’t
Financial markets are ending 2025 in a strangely comfortable place: equities near highs, bond yields off their peaks, gold breaking…
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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