Financials
Netwealth (ASX: NWL) Investment Analysis: A High-Quality Compounder in Australia’s Wealth Platform Revolution
Introduction Every market cycle produces a handful of companies that keep compounding quietly in the background while attention shifts to whatever trend is dominating headlines.…
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Further Analysis & Commentary
ASX Pulls Back From Records as Gold Rally Snaps
After setting a record on Tuesday, the S&P/ASX 200 fell ~0.7% to ~9030 on Wednesday as the precious-metals surge finally…
Gold at Records, ASX Still Up: A week of Nerves & Winners
Week ended Friday, 17 Oct 2025 The ASX 200 slipped on Friday but still banked a +0.4% weekly gain as…
Tariff Shock, Strong USD: What the Sell-Off Means For Australia
Wall Street closed the week sharply lower after fresh tariff threats on China triggered an afternoon air-pocket. The S&P500 fell…
U.S. Government Shutdown: Duration Matters More Than Drama
The U.S. federal government shut down at 12:01am on Oct 1 after competing funding bills failed in the Senate. With…
Socials
Monthly Investor Memo
September 2025