Skip to content Skip to sidebar Skip to footer

Newsletter

Defence Stocks

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…

ByNick SundichApril 9, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won't be the last. So each…

ByNick SundichApril 2, 2026

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Investors asked to name ASX 200 stocks winning during the Iran war would likely think of oil and gas stocks, benefiting from soaring prices. This is not incorrect - oil stocks like Woodside, Santos and Karoon have grabbed the headlines as the obvious beneficiaries of the US-Iran conflict that erupted in late February 2026. However, they'd…

ByNick SundichApril 1, 2026

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…

ByNick SundichMarch 31, 2026

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…

ByNick SundichMarch 25, 2026

5 ASX Stocks to Buy (and 3 to Avoid) as the Iran War Shakes the Market

ASX stocks to buy and avoid as the Iran war shakes markets The ASX 200 shrugged off the initial shock on Monday, closing flat at 9,200.9, but reality caught up fast on Tuesday. Only two of eleven sectors finished in the green, and the damage was widespread. RBA Governor Michele Bullock added fuel by warning…

ByUjjwal MaheshwariMarch 4, 2026

Iran War: 4 ASX Defence Stocks Surging Up to 40% and Whether to Buy Them Now

ASX defence stocks surge on Iran war- should you buy now? ASX defence stocks surged on Monday as the US-Iran conflict sent investors rushing into military names. DroneShield (ASX: DRO) jumped 6.9% to close at A$3.87, extending its weekly gain to roughly 24%. Elsight (ASX: ELS) has been the standout mover, surging sharply in recent…

ByUjjwal MaheshwariMarch 4, 2026

Austal (ASX:ASB) Wins A$4bn Navy Deal: Is It Time to Buy the Dip?

Austal’s Defence Surge: What Investors Should Watch Austal (ASX: ASB) closed at A$6.30 on Friday, up 5.53% on the day, after the Australian Government awarded it a contract worth about A$4 billion to construct eight Landing Craft Heavy vessels. This announcement came only two months after the A$1.029 billion Landing Craft Medium contract signed in…

ByUjjwal MaheshwariFebruary 21, 2026

What do these 12 ASX stocks and Family Guy have in common? Take a glance and there’s more than you’d imagine

Certain ASX stocks and Family Guy have more in common than you think. Yes, we thought we'd have a bit of fun with our ASX stocks focus for a change. We've watched some companies closer than others and have found parallels between their fates and a number of memorable Family Guy clips. And so, after…

ByNick SundichFebruary 9, 2026

EOS (ASX: EOS) Crashes 46% From All-Time High After Short Seller Attack- Buying Opportunity or Time to Run?

Electro Optic Systems (ASX: EOS) has been placed in a trading halt at A$6.00 after falling roughly 33 per cent in the past week. The stock hit an all-time high of A$11.20 on 13 January, meaning it has now lost nearly half its value from that peak. The trigger is a report from US-based short…

ByUjjwal MaheshwariFebruary 7, 2026

the Kick-ass Multipurpose WordPress Theme

Defence Stocks

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

5 ASX Stocks to Buy (and 3 to Avoid) as the Iran War Shakes the Market

Iran War: 4 ASX Defence Stocks Surging Up to 40% and Whether to Buy Them Now

Austal (ASX:ASB) Wins A$4bn Navy Deal: Is It Time to Buy the Dip?

What do these 12 ASX stocks and Family Guy have in common? Take a glance and there’s more than you’d imagine

EOS (ASX: EOS) Crashes 46% From All-Time High After Short Seller Attack- Buying Opportunity or Time to Run?

Sectors

Quick Links

Learn

2020, the Golden Year

Investing in the Year of the Rat

Market trouble spots to avoid in 2020

Defence Stocks

Sectors

Quick Links

Learn

Add Your Heading Text Here