Even the smartest players on Wall Street didn’t see it coming – which says more about markets than any model could.
While Wall Street drifts, iron ore and copper are rebuilding mining profits and restoring earnings growth to the ASX.
The rally looks broad at first glance, but it is really a story about semiconductors and surging global data centre demand.
A $1.32bn natural hazard blowout has rattled Suncorp, but the underlying insurance business remains intact.
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.
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.