ASX 100

The Juukan Gorge disaster has become the ultimate lesson for the future of ESG investing. The disastrous failures to protect historically significant sites that last...

In a previous wire, we asked the question: "Where is iron-ore headed from here?". We suggested a clearing price around $100 USD/ton. The futures price hit that level...

Tech stocks, consumer ‘platforms’, and healthcare (among others) have all seen outstanding returns in recent years, with many of them now ‘priced to perfection’. That...

Looking at the reporting season scorecard, there was a vast improvement compared to last year. 15 REITs provided either EPS or DPS guidance. Those withholding guidance...

In an environment where interest rates remain at record-lows and term deposits can no longer deliver the yield they once did for income-hungry investors, there are...

While the market was sharply lower overnight there was no sign of panic in the selling, volatility stayed low, credit spreads hardly moved and equities saw a large...

Investing and management team access go together like gold and steak - a mouthwatering combination attained only by a select few. However, the premise of investing...

It's fair to say there is something truly exhilarating about investing in a winning small-cap. And over the past 12 months, the ASX has produced a considerable few. ...

If the markets were going to close for the next five years, starting from tomorrow, and you could only own shares in one stock, what would it be?  It's always a...

The market struggled into the weekend with the heavyweights of the banks and resources stocks trading lower. Iron ore and coal names were hit hard by more aggressive...

Long term investment strategy has always been the perennial optimisation between the macro and micro cycles. The main cycle we are seeing in the current macro is in...

One of the most persistent errors made by investors, on my observation, is a too stringent application of the 'Buy Low, Sell High' principle, usually translated as:...

Plus, Boss positioning to be the first cab off the uranium rank and Kingston prepares to finish DFS on 2.5Moz Misima. It has been a champagne week for the ASX-listed...

Wasn’t the reopening trade a 2020 thing? Perhaps for some, but not so for us down here in the Lucky Country. With mid-October flagged as the reopening date, the...

Energy stocks were back in favour today underpinning strength in the broader market as 123 stocks in the ASX 200 finished up on the session delivering the markets best...

The standout sector for the folks at Eley Griffiths isn’t sexy. In fact, it has been somewhat demonised as the decarbonisation train has blasted across markets in...

The market finished down today although the worst of it was seen before 11am - the ASX 200 down ~60pts at the lows before a spirited fightback saw it recoup 2/3rds of...

In the first part of this collection, I asked three fund managers (below) whether they are bulls or bears when it comes to the reopening. In the second part they...

Here we are once more in the teeth of the great "super-cycle" debate as iron ore probes daily new lows in the reach for a China-Crisis clearing price. This is my first...

The founder of one of the ASX’s most unusual ‘tech’ companies is scathing about the business model of tech stocks with billion dollar-plus valuations, with the current...

The ASX was down early however a more dovish speech from RBA Governor Philip Lowe got the buyers off the sidelines pushing the market higher by the close. Again it...

Are stock prices in a bubble that could be pricked at any time – either by rising interest rates, a rapid end to central banks' monetary stimulus or some other...

Only a cursory amount of common sense seems necessary in questioning the connection between a domestic economy which is largely locked down, a global economy still...

Just as the Australian Census promises to provide a comprehensive snapshot of the country and how we are changing, so too the recently completed Australian profit...