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Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
A streamlined portfolio and tighter capital discipline mark the start of a new era for one of the world's biggest miners.
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Further Analysis & Commentary
DroneShield’s Rise and Collapse Exposes the Fragility of Defence-Tech Hype
DroneShield's trajectory this year has been as dramatic as it has been instructive. The company surged into the ASX 200,…
APRA’s Warning: High-Risk Mortgage Lending Is Rising Again
The Australian Prudential Regulation Authority (APRA) has delivered its clearest signal yet that the credit environment is shifting, and that…
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
Australian Black Friday Spending Nears Seven Billion as Retail, Consumer and AI Trends Shift
Record Black Friday Spend Expected Australian Black Friday spending is set to reach almost seven billion dollars this year, showing…
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Monthly Investor Memo
September 2025