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If the Numbers Don’t Fit the Narrative, Change the Numbers
Trump installs an “Inside Man” at Bureau of Labor Statistics

ASX Earnings Preview: Week starting August 11th
In a week with around 30% of the ASX200 reporting, we take a look at some of the best performers of the year so far and give you the context of where they are, where they are valued and what to focus on
Telix’s stock has been pummeled after announcing an SEC inquiry— a routine regulatory request, followed by a routine opportunistic law firm “investigation” are simply the cost of success in a high-profile sector, not a red flag

Fear Over Facts: The Market’s Mistake on Telix
When biotech headlines scream “SEC subpoena,” panic can quickly outweigh perspective. But beneath the sell-off frenzy surrounding Telix Pharmaceuticals’ recent regulatory disclosure lies a compelling opportunity masked by fear.
Telix’s stock has been pummeled after announcing an SEC inquiry— a routine regulatory request, followed by a routine opportunistic law firm “investigation” are simply the cost of success in a high-profile sector, not a red flag

Investor Education: Valuing Growth Stocks, The Rule of 40 explained
Revenue is vanity. Profit can be misleading. Free cash flow doesn’t lie.

Modern Day Picks and Shovels: ASX Engineering firms delivering measured returns quietly in the background
While the headlines often focus on tech giants or banks at record highs, Australia’s engineering services companies have been quietly delivering impressive results in the background.

Investor Education: What is Free Cash Flow?
Revenue is vanity. Profit can be misleading. Free cash flow doesn’t lie.
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Latest Posts

MPC Morning Call 20th August – Stocks head lower as investors rotate out of Tech
Stocks headed lower for a third day ahead of the upcoming Jackson Hole Symposium later this week, with tech stocks feeling the brunt of the pain.

Closing Bell 19th August: ASX Slumps as CSL Suffers Record Sell-Off
The Australian sharemarket retreated from record highs on Tuesday as a wave of earnings reports weighed on sentiment, led by a sharp decline in CSL.