ASX Today
ASX Stocks in Focus: The Second Number in Each Update
Myer beat on sales and gave up margin. Electro Optic Systems upgraded twice in six weeks. Stanmore's refinancing beats its production beat. Dexus is still…
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Further Analysis & Commentary
ASX Materials Sector Analysis 2026 Outlook, Supercycle Reload or Late Cycle Peak?
Introduction The ASX Materials Sector Analysis 2026 Outlook begins with a simple reality. Materials dominated Australian equities in 2025. The…
ASX Resources vs Housing in 2026: Where Investors Should Position
The ASX is being pulled in two directions right now. On one side, resource stocks are benefiting from strong commodity…
ASX: An Outlook on Lynas Rare Earth
Lynas Rare Earths is an Australian mining and processing company recognized as the largest producer of rare earth materials outside…
AI Data Centre Demand Drives Higher Laptop and Smartphone Prices at JB Hi-Fi
JB Hi-Fi has delivered a solid half-year result, but its latest update carried a warning that reaches well beyond retail.…

Monthly Investor Memo
Delivered Monthly - 2026