Industrials & Infrastructure
The SpaceX IPO Is Breaking Every Rule
The world's most valuable private company isn't asking Wall Street what it's worth. It's telling Wall Street.
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Further Analysis & Commentary
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…
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…
The overlooked AI trade is the one that actually plugs it into the wall
The most interesting AI trade in 2026 may be the one investors are still treating like an old-economy footnote. That…
ASX Stocks in Focus: 5 names that fit the market’s shift into heavier assets
The latest ASX Stocks in Focus list starts with a market that has become less forgiving. That is the defining…
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Monthly Investor Memo
Delivered Monthly - 2026