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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
Why Cash Flow Matters More Than Earnings
One of the biggest mistakes investors make is treating earnings as the final word on a company’s health, when in…
The overlooked AI trade is the one that actually plugs it into the wall
The most interesting AI trade in 2026 may be the one investors are still treating like an old-economy footnote. That…
The UAE’s OPEC exit is bigger than it looks
The United Arab Emirates has made one of the most significant oil policy moves in years by stepping away from…
Anthropic is opening in Australia, but the real story is what it still has not committed to
Anthropic’s first major move in Australia is not a data centre announcement. It is a commercial appointment. That is the…
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Delivered Monthly - 2026