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Megatrends & Thematic Investing
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
Australia’s Iron-Ore Gamble: Beijing, Bond Yields and the Commodities Re-set
For decades, Australia’s export juggernaut has been underwritten by iron ore, a product whose flows, pricing, and geopolitics have shaped…
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Monthly Investor Memo
September 2025