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
AUB Takeover Bid Collapses as Board Backs Its Long-term Growth Story
After more than a month of due diligence, AUB Group is back on its own, and its share price is…
Australian Dollar Outlook: Why the AUD Isn’t Rallying Despite Rising Rate Expectations
If foreign exchange markets were guided purely by interest rate differentials, the Australian dollar should be pushing higher. The domestic…
ASX Outage Reveals Deeper Failures in Market Infrastructure
When Australia's share market operator can't publish company announcements for more than two hours on a Monday morning, it's not…
Netwealth (ASX: NWL) Investment Analysis: A High-Quality Compounder in Australia’s Wealth Platform Revolution
Introduction Every market cycle produces a handful of companies that keep compounding quietly in the background while attention shifts to…
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Monthly Investor Memo
September 2025