Leadership & Strategy Updates
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
Lithium Shock: Why AI Energy Storage Is Reshaping the Market in 2026
Lithium has stormed into 2026 with its strongest rally in more than two years, blindsiding hedge funds and lighting a…
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…
Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
After just 102 days in the top job, Rio Tinto CEO Simon Trott has moved quickly to reshape the company…
OpenAI Australia Expansion Marks a New Phase in the Country’s AI Race
OpenAI has operated for two years as the defining force behind modern artificial intelligence, but until now, Australia has been…
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Monthly Investor Memo
September 2025