Why lithium is becoming an AI infrastructure trade and an EV trade
TL;DR Summary Lithium is starting to trade on two demand engines at once. Electric vehicles still dominate the market, but AI infrastructure is creating a…
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Fact Check: Is The Albanese Government The Highest Spending, Taxing and Debt Government?
The rhetoric is familiar: highest spending, highest taxing, record debt. The historical budget data tells a more complicated story.
2026 Federal Budget, What It Means for Equities, Venture Capital, Property and Infrastructure Investors
Treasurer Jim Chalmers has pitched the 2026 Federal Budget as a package focused on fairness, productivity and resilience, but for…
2026-27 Budget Winners and Losers: Who Gains and Who Pays?
Every budget creates winners and losers, and Treasurer Jim Chalmers’ 2026–27 Federal Budget is no exception. While workers, motorists and…
2026 Budget: Tax Cuts, Housing Reform, $31.5Bn Deficit
Treasurer Jim Chalmers has handed down a politically charged 2026–27 Federal Budget featuring tax cuts, sweeping housing tax reforms, temporary…
Markets
Markets are trapped between CPI and crude. What to watch next
CPI, oil and the market's next stress test.
Highlighted Insights
ASX Coal Sector Outlook: Winners, Laggards, and Australia’s Competitive Edge in a Changing Global Market
The ASX coal sector has quietly become one of the market’s most misunderstood corners again. Only twelve months ago, many investors treated coal as an…
Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation
Spotify's next rerating depends on cash flow, pricing power and proving Q1 was not a one-off.
Labor’s Trust Tax Grab Risks Punishing Investors, Not Just Loopholes
What the 30% Trust Tax Really Means for Investors The policy on the table is simple on paper, but messy…
How to Read ASX Annual Reports Like a Professional Investor
ASX annual reports show you what is actually happening inside a company. They cut through polished investor presentations and short-term…
Australia’s Debt, Interest Rates and Productivity – Where It All Might Be Headed
Australia’s economic backdrop has shifted meaningfully, moving away from the easy-money, low-debt conditions that defined much of the 2010s and…
Featured Investments (Stock Picks)
ASX Weekly Market Wrap
RBA Shock, Commodity Rout and Risk Assets Reprice Australian markets endured a bruising week, capped…
ASX Stocks in Focus: Positioning for the Next Phase of the Global Economy
A thematic look at companies positioned for the next market cycle.
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Gain access to independent ASX insights, exclusive stock picks, and in-depth research trusted by founders, boards, and investors.
Bellevue Gold Investment Analysis (ASX: BGL): High-Grade Asset, High-Pressure Delivery
High-Grade Gold with Little Room for Error This Bellevue Gold investment analysis examines a company…
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…
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This Month in Startups: Australia vs the US Venture Market
March 2026 is proving to be a revealing month for global startup investment, with Australia and the United States presenting…
Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit
The sharp sell-off in Northern Star Resources this week had little to do with the gold price and far more…
What the $25M Series B Funding Round Means for Evervault
Business Description and Summary Evervault is a developer-focused encryption and data orchestration platform based in Dublin and New York, founded…
Middle East War: Markets Are Shifting Fast as Oil Spikes and Stagflation Risk Returns
The market is finally starting to treat the Middle East conflict as an economic event, not just a geopolitical one.…
Cynata Therapeutics (ASX: CYP): Speculative Investment Analysis
Business Overview Cynata Therapeutics is a clinical-stage biotechnology company developing cell therapies based on Cymerus, its induced pluripotent stem cell…
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…
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