Global Markets
RBA Decision Tomorrow: Hold, Hike, or Hawkish Pause?
All eyes are on the Reserve Bank ahead of tomorrow's interest rate decision, with markets divided over whether policymakers will simply leave rates unchanged or…
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Further Analysis & Commentary
Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation
Spotify is starting to look like a different company. For years, the stock was mostly framed as a scale platform.…
How to Read ASX Annual Reports Like a Professional Investor
ASX annual reports show you what is actually happening inside a company. They cut through polished investor presentations and short-term…
The next market split is old commodities vs electrification
The cleanest way to read May 2026 is that markets are no longer trading one commodity cycle, but are trading…
Genius Sports Completes £1.2bn Acquisition of Legend
Company Summary: Genius Sports Genius Sports is a leading global provider of sports data, technology, and media rights, delivering real-time…

Monthly Investor Memo
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