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
RBA Rate Expectations Swing, but Bond Investors Say the Market Has Overshot
As the Reserve Bank of Australia heads into its final meeting of 2025, the market has swung violently in its…
OpenAI Australia Expansion Marks a New Phase in the Country’s AI Race
OpenAI has operated for two years as the defining force behind modern artificial intelligence, but until now, Australia has been…
Strategy Bitcoin Sale Fears Trigger Fresh Volatility Across Crypto Markets
For years, Michael Saylor's message to investors was blunt: never sell your bitcoin. His company, formerly MicroStrategy, now rebranded as…
AUB Takeover Bid Collapses as Board Backs Its Long-term Growth Story
After more than a month of due diligence, AUB Group is back on its own, and its share price is…
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Monthly Investor Memo
September 2025