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
Fed Cut Odds Rise: ASX Set to Open Higher Ahead of CPI and Trump-Xi Talks
A Constructive Risk Tone Wall Street closed stronger after a cooler US core inflation print lifted odds of a near-term…
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…
Tariff Shock, Strong USD: What the Sell-Off Means For Australia
Wall Street closed the week sharply lower after fresh tariff threats on China triggered an afternoon air-pocket. The S&P500 fell…
AI Euphoria vs Risk Control: What It Means For Investors
AI rally risk management: Top Australian fund managers are trimming high-beta technology exposure as AI-linked gains propel global indices but…
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Monthly Investor Memo
September 2025