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
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
ASX Caught Between Nvidia Jitters and Rate Reality
The Australia market is stuck in a tug-of-war. Banks and speculative growth names under pressure as investors rethink how many…
Lithium Just Woke Up Again, And the Market Wasn’t Ready for It
A surge in energy-storage demand, a bold Ganfeng forecast and a brutal short squeeze are reshaping the lithium trade Lithium…
IperionX Short Seller Allegations: Why Investors See Opportunity in the Fallout
A Critical Minerals Darling Under Fire The short-seller spotlight has swung into IperionX, the U.S. based, ASX-listed titanium producer championed…
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Monthly Investor Memo
September 2025