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Investment Analysis: Goodman Group (ASX: GMG)
Company Overview Goodman Group is a global owner, developer and manager of industrial logistics assets and data centres. They focus on major gateway cities that…
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Further Analysis & Commentary
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 Pauses as Gold Strengthens Ahead of Key Inflation Data
The Australian market stalled on Tuesday as investors shifted from last week's rate-cut optimism to a more cautious, data-dependent stance.…
Artrya (ASX: AYA) Investment Analysis: Can This AI-Driven Medtech Find Its Commercial Breakthrough?
Artrya has built its story around a simple but powerful problem. Heart disease remains the world’s leading killer, yet the…
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…
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Monthly Investor Memo
September 2025