Equities Uncovered Volume 5: ASX Small-Cap Resources, Where Balance Sheet Discipline Creates an Edge
Commodity prices may drive short-term sentiment, but balance sheets often determine which resource companies emerge stronger when market conditions improve. Over the past two years,…
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Further Analysis & Commentary
The Story of Citibank Post The Global Financial Crisis
Citigroup, widely known as Citi, is a global financial services firm offering a diverse range of banking, investment, and wealth…
IBM: A Potential Victim of Anthropic AI’s Recent Developments?
Anthropic's Recent Developments The developments involving IBM and Anthropic represent more than a temporary market reaction; they signal a deeper…
Nvidia AI Outlook: Can the Chip Giant Sustain Its Dominance?
Nvidia remains at the centre of the artificial intelligence boom, but markets are beginning to question how much further the…
Google Just Issued a 100-Year bond to Fund Next Phase of AI Growth
In a highly unusual move for the corporate debt market, Alphabet, Google's parent company, came to market in February with…
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Monthly Investor Memo
Delivered Monthly - 2026