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
ASX Caught Between Nvidia Jitters and Rate Reality
The Australia market is stuck in a tug-of-war. Banks and speculative growth names under pressure as investors rethink how many…
Lithium Just Woke Up Again, And the Market Wasn’t Ready for It
A surge in energy-storage demand, a bold Ganfeng forecast and a brutal short squeeze are reshaping the lithium trade Lithium…
Energy Storage Lithium Upcycle: What PLS’s Short Unwind Signals
Pilbara Minerals' CEO says hedge-fund shorts are unwinding in PLS after a sharp rebound in lithium prices. The immediate catalyst:…
AI Funding Reality Check: From Capex Promises to Cash Flows
The AI trade hasn't broken; it's grown up. Markets are now asking the only question that matters for multi-trillion capex…
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Monthly Investor Memo
September 2025