Macro & Policy Drivers
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
Where Does Gold Go From Here? Key Drivers to Watch
Gold prices recently regains momentum as investors reassess the outlook for interest rates, the U.S. dollar and global economic and…
Australian Housing Market Breaks Free From Rate Logic as Prices Surge Again
The Australian housing market is entering 2026 with strong momentum despite a year of interest rate cuts that were supposed…
ASX Governance Crisis: Why ASIC’s Warning Puts Structural Separation Back in Play
The ASX is now confronting the most serious threat to its structure in decades after ASIC chairman Joe Longo delivered…
Market’s Update: Gold Rallies, Tech Slips
The ASX traded flat on Wednesday afternoon, caught between a more hawkish stance from the Reserve Bank of Australia and…
Socials
Monthly Investor Memo
September 2025