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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
ASX Listing Rule Shake-Up, Why Dilution and Big Takeovers Face New Hurdles
The ASX governance overhaul marks one of the most consequential shifts in Australian market rules in over a decade, with…
Hedge Funds Surge as CBA Short and Metals Rally Drive November’s Big Winners
Australia's hedge funds just delivered one of their strongest months of the year, riding the sharp sell-off in technology stocks,…
Market’s Update: Gold Rallies, Tech Slips
The ASX traded flat on Wednesday afternoon, caught between a more hawkish stance from the Reserve Bank of Australia and…
OpenAI Code Red: Banks, Big Tech and the Fight for Australia’s AI Future
OpenAI's Australian launch should have been a victory lap. Instead, Sam Altman called a "code red," warning staff that the…
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Monthly Investor Memo
September 2025