An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging a strong comeback in 2026,…
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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…
Why is the Treasury Wine share price plunging 15% on Monday?
Treasury Wine Estates (ASX: TWE) suffered a 15% dip in share price on Monday after its latest trading update revealed…
BlueScope Slams the Door on a $13b Bid, What the Rejection Really Signals for ASX Investors
BlueScope Steel has shifted decisively from takeover target to takeover defender, with the board unanimously rejecting the $13.2 billion cash…
Nickel’s Rally Exposes the Fragile Future of Australia’s Producers
Nickel's sudden jump to a 15 month-high has injected a rare dose of optimism into a market that has spent…
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Monthly Investor Memo
Delivered Monthly - 2026