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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.

Australia’s IPO And Public Markets Are Broken And ASIC Knows It

Australia’s IPO drought may be about more than just current market conditions.

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Fact Check: Will The Budget Give The Average Australian $2,800?

The math adds up but the framing, more complicated.

Peter Boyd
6 Min Read

Top 10 Largest Private Equity Exits of All Time: Vol. 3

Private equity’s largest exits frequently represent defining moments within their industries, where financial sponsors reshape complex or fragmented businesses into…

Top 10 Largest Private Equity Exits of All Time: Vol. 2

Private equity exits exceeding $20 billion are relatively uncommon and often reshape entire industries. These transactions typically reflect years of…

ASX Weekly Market Wrap

Markets steadied, but conviction still looked thin The Australian sharemarket closed the week modestly higher, with the S&P/ASX 200 finishing…

Top 10 Largest Private Equity Exits of All Time: Vol. 1

The largest private equity exits often exhibit several common characteristics, including extended holding periods, aggressive consolidation strategies, and eventual sales…

Featured Investments (Stock Picks)

ASX Defence Technology Sector: Counter-Drone Growth and Geopolitical Tailwinds

Global defence spending reached record levels in 2025. With governments allocating roughly US$2.6 trillion to…

Unlock Smarter Investing

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

Investment Analysis: Cobram Estate (ASX:CBO)

Investment Analysis Cobram Estate - Premium Product, Premium Expectations Cobram Estate Olives has evolved from…

ASX Weekly Market Wrap

Australian markets spent the week in a genuine tug of war, with a softer oil…

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What’s Moving Markets This Week? And Where to Look Next

Summary Last week’s rally was real, but it was built on a ceasefire that now looks fragile. Reuters reported Brent…

APRA’s Warning: High-Risk Mortgage Lending Is Rising Again

The Australian Prudential Regulation Authority (APRA) has delivered its clearest signal yet that the credit environment is shifting, and that…

Why Markets Are Fixed on a Possible Yen Intervention

The Japanese yen has become one of the most closely watched prices in global markets, not because it’s a barometer…

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…

Cerebras Systems’ $5.6 Billion IPO: A Defining Moment for AI Infrastructure

Business summary Cerebras Systems is an AI infrastructure company focused on building high-performance computing systems purpose-built for large-scale AI workloads.…

The Rotation Is Happening, Even If Markets Look Calm

Global equity markets look relatively stable on the surface, but underneath that calm, capital is steadily rotating away from the…

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