ASX 100

Every industry faces the challenge of decarbonisation but none more so than the real estate sector. Back in 2019, The Global Status Report for Buildings and...

From 3,000 stocks to 20, Kingsley Jones from Jevons Global surveys the lay of the land (literally) and looks out for the best agriculture or food stock picks from...

It was a tough day for the ASX with the market coming back online after a long weekend losing over 2%. Commodity stocks were in the firing line as Chinese lockdowns...

The recent US yield curve inversion and Morgan Stanley cycle analysis both show that we are entering the later stages of the current US economic cycle. Although the...

A tough session to end a softer week for the market with 80% of the ASX 200 finishing lower. We penned a note on Thursday titled: What are MM’s favourite defensive...

Copper has not enjoyed the same hot run of other commodities like nickel and lithium. But according to resources guru Barry Fitzgerald the long term picture for the...

It was a solid session for the ASX, finishing higher for a fifth straight session and again knocking on the door of new all-time highs. Most love was directed to the...

Global markets had a rough time in the first quarter of 2022. It's no surprise, really - inflation is taking off, central banks are tightening or about to, and war is...

The local market had a strong rally early in the session, coming to within 8 points of the all-time high before 11AM. Strength in the financials sector early helped...

Nicola isn't exactly a hard nut to crack. She's wonderfully warm and genuine, openly sharing her story with this writer as if we had been friends for decades (and...

It was a solid session for local stocks today, albeit a very quiet one with the market rallying early before treading water late in the day. Minutes from the RBA’s...

Transitory was the macro word of 2021 as the Federal Reserve and other major central banks attempted to calm markets about the pace of inflation. Investors fought...

The great unwind has begun, and together with two successive supply shocks caused by a pandemic and then war, it has spawned the great chaos. After major central bank...

Life is often more unpredictable than we expect. Fires, pandemics, wars, and floods haven’t been ‘base-case’ scenarios for any supposedly ‘successful’ macro...

While sleep - or lack thereof - was already a major talking point in Australia before the pandemic (the government funded a national sleep study in 2018), things...

Well, folks, we've made it - and by that, I mean through the first quarter of 2022. It's been tough, tiresome, and damn it, sometimes terrifying, but at least the...

Elon Musk recently announced (via Twitter, of course) that he is considering getting into lithium mining to bring down prices. He needn’t bother. It’s a commodity...

Most stocks rallied today, pushing the index higher as we edge towards the four day Easter break. Materials and Energy did the heavy lifting, more than offsetting...

BHP is a long-time favourite among SMSF investors and it's easy to see why. The mining giant delivered a strong and growing dividend and distributes a valuable amount...

The start of 2022 has seen the most unexpected black swan of all emerge – a war in eastern Europe. The Russian invasion singlehandedly pushed crude oil prices to...

It was a softer session for the ASX today with weakness fairly broad-based although far from aggressive in nature. It simply felt like a lack of interest and if the...

The market opened higher this morning however petered out into the afternoon as the resource stocks gave back early gains, particularly in Iron Ore & Lithium. The IT...

Another day, another skyrocketing commodity. In recent months, various commodity-related stocks have taken off, while the S&P GSCI - the index which tracks the global...

Sometimes it's what we cannot see that is most important. Now that global equity indices have staged a strong comeback rally throughout March, a lot of head scratching...