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
Australia August Trade Surplus Slumps as Gold Exports Tumble
The Australian August trade surplus collapsed to A$1.8bn, down from a revised A$6.6bn in July and far below market expectations.…
Momentum Week Equities Breakout: Oil Buckles, Gold Surges
Momentum week: equities break out fresh highs as momentum broadened, oil slid hard on supply nerves, and gold powered toward…
Australian Housing Market Reheats on Rate Cuts, Policy Support
Australia's housing market has re-accelerated: national home values rose 0.8% in September, the fastest monthly gain since October 2023, with…
EV Market Competition: BYD Hits a Speed Bump
BYD Co., the worlds largest EV maker by sales, reported its first monthly decline in shipments in more than 18…
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Monthly Investor Memo
September 2025