Brett Blundy has always been at his most interesting when the market is uncertain. His latest buying in Lovisa is not a confirmation of strength. It is a statement that he believes the business is holding up better than the share price suggests.
That distinction matters.
The share price has drifted lower, and the chart is not…
Scaling is working, but the market is still waiting for cash
The share price of Murray Cod Australia has not followed a smooth trajectory over the past twelve months. It has been defined by weakness for much of the period, followed by a sharp recovery in March after insider buying triggered a re-rating.
That move was…
Tesla (TSLA) Just Picked the Hardest Industry on Earth.... Semiconductors
Elon Musk unveiled Tesla’s Terafab project on the night of 21 March 2026 at a theatrical event inside Austin’s defunct Seaholm Power Plant, with light beams shooting into the sky.
The project is a major manufacturing expansion, but the first question for investors is how a…
Survival Up 2.6 Months, AACR Is the Next Catalyst
Amplia Therapeutics released results from its ACCENT Phase 1b trial, sending the share price up 80%.
The key number was median overall survival, which improved by 2.6 months from the standard 8.5 months. That matters because NALIRIFOX was approved by the FDA based on a median overall…
The 1970s Aren’t a Forecast, They’re a Warning
The 1970s is a useful reference point because it remains the clearest modern example of stagflation, where inflation rises as economic growth slows. For that to happen, a number of forces usually need to hit at once, pushing inflation higher while also dragging on GDP growth.
That said,…
This Isn’t Just Geopolitics Anymore, It’s Now a Macro Selloff
The ASX 200 has now officially entered correction territory.
What stood out just as much was the move in bonds. The 10-year Treasury yield rose 13 basis points in a single session, which is a large one-day move. That is not a gradual repricing. It suggests…
“Smart Money” Backs the Raise for TMK Energy
TMK Energy surged sharply, which stood out given how volatile the broader market has been, after raising A$6M through a placement of 50 million shares at 12 cents per share.
The book was heavily oversubscribed, which means investor demand to participate was stronger than the number of shares…
4 out of 5 oil shocks lead to a recession
The ASX has fallen 7.6% since hitting a record high on 2 March and is now moving closer to correction territory. JPMorgan became the first major bank to cut its S&P 500 target, warning that investors are still too complacent. Its strategy team pointed out…
If Oil Hits US$200, This Isn’t a Normal Selloff
There is a scenario where oil could spike to US$200 a barrel if the market starts to believe the Middle East disruption will last for months rather than weeks. Fuel prices are not driven only by current supply loss, but by future expectations. Once market sentiment…
Third Patient Dosed, No Toxicity, Dose Escalation Next
Race Oncology(ASX: RAC) rose 21% after successfully dosing its third patient with RC220 in the CPACS study for anti-cancer synergy.
This took place in the company’s Phase 1 trial at Queen Mary Hospital in Hong Kong. The patient received a 40mg/m² dose, with no side effects reported.
Importantly, no…
