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 something else: helping finance the…
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Further Analysis & Commentary
Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit
The sharp sell-off in Northern Star Resources this week had little to do with the gold price and far more…
ASX: A2Milk Market Update
A2Milk has been on the front page of various financial news pages over the past couple of days after its…
ASX Stocks 2026: High-Quality Names to Watch This Year
After a volatile start to 2026, investors are being forced to rethink what "quality" really means. The past few years…
AI Spending in 2026: Growth Engine or the Next Macro Fault Line?
AI remains the single most important investment theme shaping global markets in 2026. But the conversation has shifted. The question…
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Monthly Investor Memo
Delivered Monthly - 2026