Emerging / Alternative Sectors
Bitcoin Outlook 2026: What Investors Need to Know
The clean narrative ("stocks down, crypto down") keeps breaking because crypto is being pulled by three different forces at once: 1. Macro is back in…
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Further Analysis & Commentary
Liontown’s Lithium: Underground Mining Signals a New Era for Australian Battery Metals
Liontown Resources has commenced underground lithium mining at its Kathleen Valley project in Western Australia, marking a significant shift in…
AGL’s Pottinger Wind Farm Greenlighted: A $2Bn Bet That Could Redefine Australia’s Energy Investment Landscape
In a week that underscores Australia’s accelerating commitment to the energy transition, Environment Minister Murray Watt has given the green…
EV Market Competition: BYD Hits a Speed Bump
BYD Co., the worlds largest EV maker by sales, reported its first monthly decline in shipments in more than 18…
The Next Australian Unicorn? Inside a High-Growth AI Startup Securing Series A Funding
Firmus Technologies, an Australian-founded AI infrastructure company, has recently secured $330 million in a Series A funding round, propelling its…
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Monthly Investor Memo
September 2025