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Big Four Bank Investors
Its Deja Vu For Big Four Bank Investors As The Mortgage Wars Recommence With a Vengence!
Big Four Bank Investors may think they've seen the 'Mortgage Wars' all before and they're no big deal. After all: Aren't the banks always competing hard for borrowers whatever interest rates do? Yes, but the mortgage wars of 2022-23 were not called 'wars' for no reason. ANZ's resurrection of cashback retention payments, Westpac's latest fixed-rate…
CHESS system
Phase 1 of The ASX’s CHESS System Went Live Without a Hitch! But Unfortunately, The Job’s Not Done Just Yet
After a decade of delays, a A$250m write-off, regulatory lawsuits, and a CEO departure, Release 1 of the ASX's CHESS system went live this morning. It is a genuinely significant milestone.For a project that first entered planning in 2016, burnt through one vendor, wrote off a quarter of a billion dollars, attracted ASIC litigation, and…
Omni Bridgeway
Omni Bridgeway (ASX:OBL): Up 20% This Year Off The Back of Litigation Financing!
Omni Bridgeway (ASX:OBL) occupies one of the most unusual niches in global capital markets. It is not a law firm, nor a traditional investment manager, nor a credit provider in the conventional sense. Instead, it sits at the intersection of legal process, capital allocation, and risk underwriting. The company funds litigation and arbitration claims in…
petrol rationing
If Australia introduced petrol rationing in response to Iran, how would it work and which sectors would be impacted?
Australia has not had petrol rationing since 1979. The last time it did, the mechanism was simple: a ration book, enough fuel for approximately 32km of driving per week, and a queue. Nearly five decades later, the mechanism has been updated, but the underlying problem, namely our structural dependence on imported refined fuel, has not.The…
Chinese Economy In 2026
The Chinese Economy In 2026 Has Vastly Changed Compared to Years Gone By: Here’s What It Means for the ASX!
The Chinese economy in 2026 is at one of the most consequential turning points since its WTO accession in 2001. The country is no longer the hyper‑growth engine that powered the global commodity supercycle, nor is it collapsing under the weight of its property downturn as some commentators suggest. Instead, China is transitioning into a…
geelong oil refinery fire
Here’s What The Geelong Oil Refinery Fire Will Mean for Viva Energy Investors, And Australian Investors Generally
Investors awoke this morning to news they did not want to hear: A Viva Energy’s Geelong oil refinery fire. This is not just any isolated operational incident that could've happened at any resources or energy company's refinery.It strikes at the heart of Australia’s already fragile fuel‑security framework and raises immediate questions for investors about earnings,…
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