Complimentary
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging a strong comeback in 2026,…
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Further Analysis & Commentary
Card Collecting: An Investment or a Hobby?
The Perception Shift The trading card market has transformed far beyond its origins as a childhood pastime and is now…
IBM: A Potential Victim of Anthropic AI’s Recent Developments?
Anthropic's Recent Developments The developments involving IBM and Anthropic represent more than a temporary market reaction; they signal a deeper…
Magellan-Barrenjoey: Billion-Dollar Merger?
Magellan plans to acquire Barrenjoey in a merger worth more than $900 million, expected to complete in Q4 2026. In…
BHP Rio CEO Strategy: Insider Appointments Signal Confidence
When BHP Group and Rio Tinto appoint long serving insiders as chief executives at the same time, it sends a…
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Monthly Investor Memo
Delivered Monthly - 2026