Investor's Summary
Commodities de-levered hard: gold dumped below US$5,000 briefly and silver cratered up to ~30%, consistent with forced liquidation in a leveraged market.
Risk snapped back on US growth data: Wall Street led as the Institute for Supply Management manufacturing index jumped to 52.6, signalling the strongest expansion since early 2022 and…
Market news
RBA’s expected rate hike could shift ASX winners and losers
The Reserve Bank of Australia meets on February 3, 2026, and for the first time in over a year, a rate hike looks likely. With the cash rate currently sitting at 3.60%, economists at CBA, Westpac, and ANZ expect the RBA to lift rates to…
Trump’s Fed Pick Sparks a Rates Reset, Gold Reacts
President Donald Trump has nominated Kevin Warsh to succeed Jerome Powell as chair of the Federal Reserve when Powell’s chair term ends in May 2026.
Warsh is not a new face to markets. He served as a Fed governor from 2006 to 2011, which means he was…
Here's Why Gold and Silver Are Falling
Gold and silver have been all over the headlines lately.
Gold fell more than 12% to hitting below $US5,000 an ounce in its biggest daily decline since the early 1980s.
After an extreme rally into late January, both metals snapped lower in a very short window. That kind of move…
Nine Entertainment bets big on digital billboards as it exits radio
Nine Entertainment (ASX: NEC) jumped 5% on Friday after announcing a major shake-up that tells investors exactly where management sees the future of Australian media. The company is spending A$850 million to buy digital billboard operator QMS Media while selling off its iconic radio…
ASX Stocks To Watch in February 2026
February 2026 is shaping up as a pivotal month for ASX investors. Gold has smashed through $5,000 per ounce for the first time, uranium stocks are riding nuclear energy momentum, and major companies are reporting earnings. Here are six stocks positioned at the centre of themes driving markets…
More than $1.2 billion and over 12,000 individuals were impacted by First Guardian Master Fund and the Shield Master Fund. If you were not an investor in those funds, it is easy to just shrug it off and be relieved it was not you. But even if it will never happen to you, there will…
ASX Stocks to Buy Before the RBA Decision
The Reserve Bank of Australia meets on February 3, and investors are nervous. Wednesday's inflation numbers could decide whether the RBA keeps rates at 3.60% or raises them for the first time in over a year. Bank stocks have already dropped 3-4% this month as worry takes…
Investors Summary
AUSTRAC has ordered Airwallex to undergo a special external audit as part of an investigation into potential compliance failures.
The auditor, appointed under section 162 of the Anti Money Laundering and Counter Terrorism Financing Act 2006, will test whether Airwallex is meeting key obligations including an AML and CTF program.
…
Silver Is Becoming the Market’s Second Insurance Policy
Over the past year, silver has climbed from around US$29 per ounce to nearly US$96. The last time we wrote about silver it was closer to US$79, so the move has continued to accelerate. In our view, part of this is simply that the market has been…
