Economy
Aston Martin: A Turnaround Running on Borrowed Time
For investors, Aston Martin is becoming a classic example of the difference between a better business and a safer stock. The operating story has improved.…
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Further Analysis & Commentary
This Month in Venture Capital
Venture capital looked strong in May 2026, at least on the surface. Funding volumes climbed globally, AI continued attracting enormous…
Why lithium is becoming an AI infrastructure trade and an EV trade
TL;DR Summary Lithium is starting to trade on two demand engines at once. Electric vehicles still dominate the market, but…
Equities Uncovered Volume 2, Three ASX Small Caps Starting to Shift
This week’s group spans mining services, environmental solutions and emerging gold production, but all three names share the same core…
2026 Federal Budget, What It Means for Equities, Venture Capital, Property and Infrastructure Investors
Treasurer Jim Chalmers has pitched the 2026 Federal Budget as a package focused on fairness, productivity and resilience, but for…
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Monthly Investor Memo
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