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
Silver is at an all-time high. Heading for a potential drop?
Silver has become a focal point for investors and industries alike, largely due to its broad and increasingly critical applications.…
BHP Edges Toward the Crown: Why the Miner is Overtaking CBA as Australia’s Top Stock
For the first time in more than a year, Australia's crown for the most valuable listed company is up for…
Special Dividends 2026: ASX Companies Poised for a Cash-Heavy Year
Australia may be heading into a year where special dividends return in force, with some of the country's biggest listed…
Lithium Shock: Why AI Energy Storage Is Reshaping the Market in 2026
Lithium has stormed into 2026 with its strongest rally in more than two years, blindsiding hedge funds and lighting a…
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Monthly Investor Memo
September 2025