Trends & Themes
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
Gold & Silver Surge Playbook: Who Wins and What to Watch
Gold's explosive rally past US$4,150 an ounce and silver's surge beyond US$52.50 an ounce have transformed global sentiment toward precious…
The Quiet Bull Market in Buybacks
While 2025 headlines have been dominated by market swings, rate noise, and geopolitics, a quieter trend has been unfolding on…
Cboe Joins the ASX Scene
It’s About Time After years of having the market to itself, Australia’s exchange landscape is finally changing. The Australian Securities…
LNG Floor, Oil Rebound: What It Means For Australia
LNG - A higher trough, not blue-sky MST Marquee argues that spot LNG prices are unlikely to fall below US$6-US$6/mmbtu…
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Monthly Investor Memo
September 2025