Wall Street Is Finally Questioning the AI Spending Arms Race
Meta’s latest earnings suggest investors are no longer rewarding AI spending at any cost. As capital expenditure rises and free cash flow comes under pressure,…
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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…
Markets
ASX Weekly Market Wrap
Market Overview The Australian sharemarket ended another volatile week on the back foot, with the S&P/ASX 200 falling 0.75% on Friday to close at 8,772.3.…
Highlighted Insights
Most Stocks Fail To Beat The Market
Most investors believe picking a handful of quality companies is enough to beat the market. The data tells a very different story.
Stripe’s PayPal Acquisition: Why Fintech Investors Are Watching Closely
Stripe’s reported attempt to acquire PayPal has quickly become one of the most significant potential deals in global fintech. The…
Australia’s Per Capita Recession: What It Means for Investors
Australia may have avoided a technical recession, but that distinction is becoming increasingly meaningless for many households and businesses. While…
Lynas Share Price Just Missed the Rare Earths Rally
NdPr prices hit a 2026 high on tightening Chinese export controls. Lynas shares fell anyway.
Passive Investing Broke Markets: Who Actually Sets Stock Prices?
Passive investing has outperformed active management for years. But as more money flows into index funds, a growing debate is…
Featured Investments (Stock Picks)
BHP vs Rio Tinto: Which Mining Giant Fits Better in a Portfolio?
Two mining giants, two very different portfolio roles BHP and Rio Tinto still sit near…
Life360 (ASX: 360) Investment Analysis
A Scalable Consumer Platform Positioned for Global Growth Life360 has become one of the most…
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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…
Outlook on Koala Living: Heading for a Potential IPO
Koala Living could be looking at an IPO at a valuation of AU $400 million…
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ASX 200 Market Outlook, Near Two Month Highs Despite Global Political Noise
The ASX 200 market outlook remains constructive, with the index pushing to within touching distance of two month highs and…
RBA Holds at 3.60%: A “Wait and See” Amid Inflation
The Reserve Bank of Australia (RBA) holds the cash rate at 3.60% in its latest meeting, opting for caution in…
What is happening to PayPal?
PayPal has been on the hot list of the Wall Street Journal for the past several months. Their story is…
ASX Materials Sector Analysis 2026 Outlook, Supercycle Reload or Late Cycle Peak?
Introduction The ASX Materials Sector Analysis 2026 Outlook begins with a simple reality. Materials dominated Australian equities in 2025. The…
Why Britain’s Gilt Market Is In Trouble
Less than 3 years after bond markets effectively ended the premiership of Liz Truss, Britain's government bond market is once…
GlenTinto and the Copper Crunch: BHP Feels the Pressure
The mining sector has been rocked by the news that Rio Tinto and Glencore have revived talks on a $300…
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