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The fall of empire starts with currency

Rising US debt, currency dilution and bond market risk are fuelling quiet fears about the long-term stability of the US dollar.

Can Suncorp weather another storm?

A $1.32bn natural hazard blowout has rattled Suncorp, but the underlying insurance business remains intact.

When share prices outrun fundamentals

ANZ jumps, Origin steadies and Pro Medicus sinks – a reminder that price moves don't always match the numbers.

Momentum is eating fundamentals

In a market dominated by algorithms, price action matters more than PEs – and that changes how you have to invest.

Has Bitcoin’s bull run ended?

A 50% collapse has rattled investors, but liquidity cycles, Fed shifts and dollar strength may matter more than the chart.

FOMO just got a reality check

Gold and silver collapsed, momentum cracked and currency swings may now be creating smarter opportunities elsewhere.

Why gold and silver suddenly collapsed

A violent sell-off in gold, silver and copper may have been triggered by a looming regime change at the Federal Reserve.

A breakout year for US small caps?

After years of underperformance, US small caps are flashing signals that suggest something meaningful may be shifting.

Five forces backing US markets in 2026

AI spending, a widening deficit and strong credit growth are combining to support the US economy and markets into 2026.

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