Trends & Themes
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
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…
ASX Weekly Market Wrap
Markets Hold Ground Despite $50B Friday Selloff Australian markets closed the week only marginally higher, but the path there was…
Elon Musk’s Colossus Deal With Anthropic Could Reshape the AI Infrastructure Stack
Anthropic’s decision to take the full compute capacity of Colossus 1 is not just another AI partnership announcement. It is…
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