Energy & Utilities
ASX Stocks in Focus: Four Signals the Market Is Missing
Four ASX signals. One market still missing the second layer.
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Further Analysis & Commentary
Why lithium is becoming an AI infrastructure trade and an EV trade
TL;DR Summary Lithium is starting to trade on two demand engines at once. Electric vehicles still dominate the market, but…
Markets are trapped between CPI and crude. What to watch next
The market has gone back to an old problem very quickly. For a while, investors could still tell themselves that…
RBA hikes to 4.35% and drops any pretence of patience
The RBA’s move to 4.35% is not a surprise. The tone is the story. This was the third hike this…
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…
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