Market Overview
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
China-Australia Trade Shift Accelerates as Trump’s Tariffs Rewrite Global Markets
China's trade surplus just pushed beyond US$1 trillion for the first time, and the ripple effects are landing squarely in…
RBA Rate Expectations Swing, but Bond Investors Say the Market Has Overshot
As the Reserve Bank of Australia heads into its final meeting of 2025, the market has swung violently in its…
Streaming Giant to Studio Titan, The Netflix Warner Bros Acquisition Explained
Netflix’s agreed acquisition of Warner Bros’ studios and streaming division marks the most important media deal since Disney absorbed Fox.…
NEXTDC (ASX: NXT) Investment Analysis
Wiring Australia for the AI Supercycle NEXTDC sits at the centre of one of the most powerful infrastructure build outs…
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Monthly Investor Memo
September 2025