Q3 Earnings INSTANT VIEW – MSFT, GOOG, META
Microsoft, Meta and Google monetising AI?
Education
Be Alert, But Not Alarmed: Cracks Showing in Credit Markets
With so much happening in AI, precious metals, geopolitics & US politics, it’s easy to get caught up in the day-to-day noise. But one thing that is very important to monitor is the subtle yet significant shift is emerging in credit markets that’s worth keeping on your radar.
The Scramble for Critical Minerals: A Boom for ASX Investors?
In the high-stakes world of global commodities, a new scramble is underway—one that could redefine supply chains and spark massive investment opportunities
Is the First Brands Collapse a Warning Sign?
In early October 2025, the private credit sector was rocked by the sudden collapse of First Brands Group, a major US auto parts supplier. With over $11 billion in declared liabilities and allegations of $2.3 billion in hidden debts through opaque off-balance-sheet arrangements like receivables factoring and inventory reverse-factoring, the bankruptcy sent shockwaves through financial markets.
The Security Supercycle – certainties in an uncertain world
The world is changing fast, and nations are racing to protect themselves.
The US Govt is going Nuclear for AI
In a seismic shift for the energy sector, last night’s announcements from the U.S. Department of Energy (DOE) and international diplomacy have ignited a firestorm of optimism around nuclear power
Think Gold & Silver’s Run is Over? Not a Chance!
Valuation metrics are flashing RED as seasonal weakness looms
Why Hyperscaling AI is the Next Big Investment Wave
AI isn’t just the MAG7 companies; AI will reshape global infrastructure, resources, and the digital economy
Is the Stall in Tech a Warning?
The Megacaps and tech stocks stalled this week as investors questioned AI valuations, is this the start of a broader pullback?
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