Markets
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
ASX Weekly Market Wrap
What moved markets this week The ASX 200 finished the week higher, but the modest index gain masked some significant…
Nvidia Financing Its Own AI Boom
Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing…
ASX Deal Watch, August 2026
What sophisticated capital is paying for August’s ASX M&A activity has delivered a useful lesson for investors: buyers are willing…
Russians Are Withdrawing Trillions of Rubles From Banks
Russia's financial system is showing another sign of strain. Since the beginning of the year, Russians have moved trillions of…

Monthly Investor Memo
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