Markets
SpaceX IPO: The IPO That Changes Everything
SpaceX's public debut is more than just the largest IPO in history. It may determine whether a new generation of trillion-dollar technology companies follows.
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Further Analysis & Commentary
ASX Weekly Market Wrap
Markets Hold Ground Despite $50B Friday Selloff Australian markets closed the week only marginally higher, but the path there was…
Elon Musk’s Colossus Deal With Anthropic Could Reshape the AI Infrastructure Stack
Anthropic’s decision to take the full compute capacity of Colossus 1 is not just another AI partnership announcement. It is…
ASX Coal Sector Outlook: Winners, Laggards, and Australia’s Competitive Edge in a Changing Global Market
The ASX coal sector has quietly become one of the market’s most misunderstood corners again. Only twelve months ago, many…
Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation
Spotify is starting to look like a different company. For years, the stock was mostly framed as a scale platform.…
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Monthly Investor Memo
Delivered Monthly - 2026