Materials & Mining
A Case Against Royalties And For A Resource Rent Tax
Royalties tax production. Resource rent taxes tax profits. The distinction may determine how much value Australians receive from their natural resources.
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Further Analysis & Commentary
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…
Why data centres are becoming the ASX’s new growth engine
Summary This sector breakdown comes down to one market truth: the ASX is starting to reward output demand over input…
Speculative Investment Analysis: Torque Metals (TOR:ASX)
The setup, high beta gold with real leverage Torque Metals is still very much a market-driven story, with valuation anchored…
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