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
Lithium Breaks US$2000: Why Australia’s Producers Are Back in Favour
Lithium has stormed into 2026 with another high-voltage rally, pushing spot spodumene back above US$2000 a tonne for the first…
Silver is at an all-time high. Heading for a potential drop?
Silver has become a focal point for investors and industries alike, largely due to its broad and increasingly critical applications.…
GlenTinto and the Copper Crunch: BHP Feels the Pressure
The mining sector has been rocked by the news that Rio Tinto and Glencore have revived talks on a $300…
Special Dividends 2026: ASX Companies Poised for a Cash-Heavy Year
Australia may be heading into a year where special dividends return in force, with some of the country's biggest listed…
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Monthly Investor Memo
September 2025