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
APRA’s Warning: High-Risk Mortgage Lending Is Rising Again
The Australian Prudential Regulation Authority (APRA) has delivered its clearest signal yet that the credit environment is shifting, and that…
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
Australian Black Friday Spending Nears Seven Billion as Retail, Consumer and AI Trends Shift
Record Black Friday Spend Expected Australian Black Friday spending is set to reach almost seven billion dollars this year, showing…
Webjet and Helloworld M&A: A New Chapter for Australian Travel
Webjet and Helloworld M&A: A New Chapter for Australian Travel Australia’s travel industry is entering an important period of consolidation,…
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Monthly Investor Memo
September 2025