Late Payments and SME Cashflow Stress in Australia
Late Payments Starve SMEs of Vital Working Capital Australian small and medium businesses are now facing their toughest cashflow pressure since 2021. Late payments from…
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Further Analysis & Commentary
CMRG BHP Iron Ore: Negotiation, Not a Ban
Traders told Reuters that on the first trading day after Golden Week, China Mineral Resources Group (CMRG) offered multiple BHP…
Tariff Shock, Strong USD: What the Sell-Off Means For Australia
Wall Street closed the week sharply lower after fresh tariff threats on China triggered an afternoon air-pocket. The S&P500 fell…
Newmont Corporation (ASX: NEM): Equity Research Analysis
Newmont enters the next leg of the gold cycle as the world's largest listed gold producer with a broadened copper…
Australian Asset Heat Map: Records in Gold, Equities and Housing Sentiment
Australia is running hot across three fronts at once. Gold is at a record. The ASX 200 is hovering near…
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Monthly Investor Memo
September 2025