Glencore’s Acquisition Raises Stakes for a Rio Tinto Mega Merger
A pivotal fortnight for global mining Glencore’s latest acquisition, widely reported as a targeted move into copper or battery minerals, has sharpened focus on its…
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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.
Markets Stabilise as Europe Hits Record and Metals Reprice
Equities steady while metals adjust in a shifting rates environment
An Outlook on Private Credit
Private credit, which involves lending by non-bank institutions, has grown rapidly in recent years as borrowers seek flexible financing solutions.…
ASX Stocks in Focus: Five Quality Picks for a Resilient Portfolio
Five Australian stocks, five portfolio roles, one disciplined investment framework.
Markets
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.
Highlighted Insights
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. Coalition MPs argue the government…
Uranium Breaks US$100: Why This Move Looks Structural Not Speculative
Uranium's rally isn't being driven by momentum, it's being shaped by power demand, policy shifts and hard supply limits
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Why the next investment cycle is being built on electricity, compute and confidence
Global Markets Consolidate After Fed Pause, S&P Breaks $7000
Fed patience anchors markets as investors rotate across equities, currencies and safe havens
Investment Analysis: Mesoblast Ltd (ASX: MSB)
Business Summary Mesoblast Limited specializes in developing allogeneic, “off‑the‑shelf” cellular medicines designed to treat severe inflammatory conditions. The company’s late‑stage…
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Short Sellers Tighten Their Hold on the ASX: What the Data Reveals About Market Risk
Short sellers are tightening their grip on the ASX as the year winds down, and…
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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Gain access to independent ASX insights, exclusive stock picks, and in-depth research trusted by founders, boards, and investors.
FireFly Metals Investment Analysis: ASX Copper-Gold Explorer Positioned for Growth
Company Overview This FireFly Metals investment analysis explores how FireFly Metals (ASX: FFM, TSX: FFM),…
ASX Stocks 2026: High-Quality Names to Watch This Year
Where earnings quality matters more than market noise
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Business Credit Surge Flags Capex Confidence Heading Into 2026
Australian businesses closed out 2025 with a notable lift in financial confidence, as business credit demand rose 5.1% year on…
RBA Rate Expectations Swing, but Bond Investors Say the Market Has Overshot
As the Reserve Bank of Australia heads into its final meeting of 2025, the market has swung violently in its…
Netwealth (ASX: NWL) Investment Analysis: A High-Quality Compounder in Australia’s Wealth Platform Revolution
Introduction Every market cycle produces a handful of companies that keep compounding quietly in the background while attention shifts to…
China Halts BHP Iron-Ore Cargoes: What It Means for ASX Miners
China Pulls the Plug on BHP Cargoes China bans BHP iron ore cargoes in a pricing dispute as Bloomberg (via…
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
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…
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Monthly Investor Memo
September 2025