Strong results from Meta and Microsoft have supercharged Big Tech sentiment, and our Strategy Portfolio is right in the middle of it.

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Strong results from Meta and Microsoft have supercharged Big Tech sentiment, and our Strategy Portfolio is right in the middle of it.
Henry Jennings calls US copper tariffs “a dumb idea” – here’s why they could distort prices, fuel inflation, and trigger a global ripple effect.
Is Commonwealth Bank still worth buying in 2025? Henry Jennings explores CBA’s valuation, AI potential, and how it stacks up against NAB, ANZ, and Westpac.
Telstra’s up over 30% in a year. Marcus breaks down what’s driving it – and why brokers calling it overvalued might be missing the point.
Finding the Best Growth Stocks on the ASX in 2025 Looking for the best growth…
Marcus explains the biggest drop since the pandemic, key signals to watch, and how we positioned early. Not sure what to do next? Start here.
Trump’s tariff bombshell has rattled markets. We’re 100% in cash and ready. Here’s what it means—and how we’re navigating the uncertainty.
Markets are sliding, but is this a crash, a prolonged US downtrend, or just a short-term correction? Here’s what matters—and how to spot the opportunity.
Results season chaos: AD8 soars, BEN tanks, and analysts miss the mark—are trading bots to blame, or is research just that bad? Investors brace for impact.
DeepSeek shakes up AI, Nvidia drops 17%, and markets react to Fed moves, inflation, and tariffs. Is this a turning point or just noise?
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