Lynas and Develop Global: Rare Earths, Critical Minerals, and Geopolitical Tailwinds Driving Mining Stocks in 2025

30 May 2025

Portfolio Update – May  – the “mini” reporting season 

23 May 2025

ParagonCare – the virtue of new management and new business lines 

16 May 2025

Aurelia Metals

9 May 2025

Liberation Day and Bank Portfolio update

2 May 2025

Trump’s Tariffs and the market rebound

11 April 2025

Trump’s Liberation Day and Challenger Limited

4 April 2025

Federal Budget Review and Healius results 

28 March 2025

Market stability returns and results from Woolworths and Nanosonics

21 March 2025

Trump’s tariffs & reporting season – Life360, Innovate Access Group

14 March 2025

Reporting season: Steadfast, Cleanaway and Emeco

7 March 2025

Reporting season final week – QBE Insurance, Inghams Group and nib Insurance

28 February 2025

Reporting season week two – Seek Limited, Reliance Worldwide and BlueScope Steel

21 February 2025

Reporting season begins – Macquarie Group and SGH Limited

14 February 2025

Our view of Global Equities and Beach Energy result

7 February 2025

Strong start to the year, EarlyPay, Chinese AI firm DeepSeek

31 January 2025

2024: The year in review and looking ahead

20 December 2024

Winding down the year, with a bit of RBA Christmas cheer

13 December 2024

Opportunities for reflection, celebration, caution and patience

6 December 2024

Nufarm – investment update

22 November 2024

NIB and the Health Insurance Sector

15 November 2024

US election – What to expect from the market

8 November 2024

Portfolio holdings – HMC Capital and Imdex

1 November 2024

Housing affordability – The fallacy of planning, nimble pragmatism and two banks making sense

25 October 2024

GLP drugs, Generative AI and Aurelia metals

11 October 2024

We are challenging the markets’ view

18 October 2024

The rotation begins

4 October 2024

What interest rate cuts in the US might mean for Australia

20 September 2024

Long term trends in global trade – Reporting season concludes – Bega, Johns Lyng and Nanosonics

13 September 2024

Profit Reporting Season Concludes – Steadfast, Johns Lyng, Healius/ACL and Bapcore

6 September 2024

Reporting season continues – Worley, Inghams, Earlypay, Ventia and Woolworths

30 August 2024

Reporting season continues – BlueScope, Judo Bank, Reliance Worldwide, Cleanaway

23 August 2024

Reporting season continues – Seek, Seven Group Holdings, Beach Energy and Nufarm

16 August 2024

Quick Return to Stability

9 August 2024

Critical CPI print reduces risks of policy error 

2 August 2024

New Financial Year, New Opportunities Part II – Energy sector

26 July 2024

New Financial Year, New Opportunities – Pathology and Healthcare

19 July 2024

Year-end stocktake part 4: Gold, Mining and Industrial companies

5 July 2024

Year-end stocktake part 3: Non-bank financials and technology  

28 June 2024

Year-end stocktake part 2: Lithium and Domestic economy

21 June 2024

Understanding Portfolio Diversification: a year-end stocktake 

14 June 2024

Australia’s ‘National Accounts’ – little growth, other than in population

7 June 2024

Finding wisdom from history – forecasting supply and demand

24 May 2024

Federal Budget deep dive – the Labor Government’s 3rd Federal Budget

17 May 2024

Macquarie Group and Perpetual – analysis of FY24 results and company outlook.

10 May 2024

Finding the crunch point – RBA raising rates? What? 

3 May 2024

Is gold the new haven? The mystery behind the price surge

19 April 2024

Optimistic optimism: strong returns to both Australian and global equities

12 April 2024

Revisiting takeovers

5 April 2024

Profit Reporting Season – Stockland, Mirvac, Garda and Lendlease

22 March 2024

Profit Reporting Season – Sandfire, Perpetual and Judo Bank

15 March 2024

Profit Reporting Season – Cleanaway, Emeco, ParagonCare and Worley

8 March 2024

Profit Reporting Season – Ventia, Johns Lyng, Earlypay and Nanosonics

1 March 2024

Profit Reporting Season – Week 2

23 February 2024

Profit Reporting Season Update

16 February 2024

Early profit reporting season and news update

9 February 2024

Confessions of a corporate earnings season

2 February 2024

Judo Capital – back to the future of banking

15 December 2023

Perpetual – finding a way to unlock value

8 December 2023

Premier Investments – A deep dive into a new opportunity

1 December 2023

Steadfast in its approach

24 November 2023

Growing – in two very different ways

17 November 2023

Falling share prices – An opportunity (not) to be wasted

10 November 2023

Inghams: laying golden eggs

3 November 2023

Lynas gets a rare (earth) licence reprieve in Malaysia

27 October 2023

When should we be worried about worrying? Consumer confidence.

20 October 2023

RBA Speaks – more nuance, slightly less ideology?

13 October 2023

Consolidation of Newcrest/Newmont – Do we continue to hold?

6 October 2023

Company Profit Reporting Season – the final instalment

28 September 2023

Company Profit Reporting Season – the journey continues

22 September 2023

Company Profit Reporting Season – more companies and colour

15 September 2023

Company Profit Reporting Season continues

8 September 2023

Company Profit Reporting Season – Closing Week

1 September 2023

Company Profit Reporting Season: Peak Week

25 August 2023

Company Profit ‘Reporting Season’

18 August 2023

Company Profit ‘Reporting Season’

11 August 2023

Company Profit ‘Reporting Season’ preview

4 August 2023

Lull before company profit reporting season

28 July 2023

Out with the old, in with the new

21 July 2023

Selectivity and Productivity

14 July 2023

Going, Going, Gone – the de-equitization of the Australian Equities Market

7 July 2023

A deep dive and a frustrating ACCC rejection

23 June 2023

Did Aussies just stop spending?

26 May 2023

Some interesting introductions

19 May 2023

Better Tax Management with charitable giving

30 October 2024

The end of globalisation? How your investments will be managed.

19 September 2024