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Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit
When execution slips, markets stop listening to the gold story and start questioning trust
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Further Analysis & Commentary
Gold-Tech Rally Gains Traction After US Funding Deal, ASX Jumps
What's Happening The ASX 200 advanced about 0.6% to 8,822.5 near 2pm AEDT, pacing for its best day in two…
RBA Boxed In Recovery: What Hauser’s Stronger-Start Message Means for Markets
The RBA says this easing cycle began from the tightest starting point in at least 45 years, demand already brushing…
AI Funding Reality Check: From Capex Promises to Cash Flows
The AI trade hasn't broken; it's grown up. Markets are now asking the only question that matters for multi-trillion capex…
ASX Risk-Off Rotation: Miners Slip as Macro Nerves Rise
The ASX 200 eased to a fresh intraday six-week low on Wednesday (-0.4% to ~8775 at midday AEDT). Selling was…
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Monthly Investor Memo
September 2025