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
OpenAI Australia Expansion Marks a New Phase in the Country’s AI Race
OpenAI has operated for two years as the defining force behind modern artificial intelligence, but until now, Australia has been…
Strategy Bitcoin Sale Fears Trigger Fresh Volatility Across Crypto Markets
For years, Michael Saylor's message to investors was blunt: never sell your bitcoin. His company, formerly MicroStrategy, now rebranded as…
Australian Consumer Spending Trends: How Household Demand Is Driving GDP Growth
Australian Consumer Spending Trends Driving GDP Growth Australia’s latest economic data shows a clear resurgence in household demand, and it…
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…
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Monthly Investor Memo
September 2025