Software development is no longer the bottleneck, and that changes the long-term investment case for SaaS stocks.

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

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

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

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

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

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

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

As Trump turns up the pressure, investors are focusing less on the Fed and more on what long-term bond yields are signalling.