Deep-Dive Analysis
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 production beat. Dexus is still…
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Further Analysis & Commentary
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…
The next market split is old commodities vs electrification
The cleanest way to read May 2026 is that markets are no longer trading one commodity cycle, but are trading…
BHP Group (ASX: BHP): Equity Research
Summary Executive Summary BHP is a high-quality global mining company with strong exposure to copper, iron ore, steelmaking coal and…
Why oil’s latest surge looks more dangerous than the last one
The latest jump in crude is telling the market something more serious than “tensions are high.” The real message is…

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