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
The next market split is old commodities vs electrification
The cleanest way to read May 2026 is that markets are no longer trading one commodity cycle, but are trading…
Genius Sports Completes £1.2bn Acquisition of Legend
Company Summary: Genius Sports Genius Sports is a leading global provider of sports data, technology, and media rights, delivering real-time…
Is Amazon an Undervalued Stock at its Current Market Cap of $2.9 Trillion?
Amazon at $270: A Great Opportunity from a numbers perspective Amazon trading at a forward P/E in the mid-20s is…
ASX Weekly Market Wrap
Rotation holds, conviction still forming Australian markets delivered a mixed but quietly resilient week, with the S&P/ASX 200 recovering from…

Monthly Investor Memo
Delivered Monthly - 2026