Newsletter

Market news

Here’s what the First Guardian and Shield Master Fund debacles will mean for investors

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…

ByNick SundichJanuary 30, 2026

RBA Decision Next Week: 2 ASX Stocks to Buy Before February 3

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…

ByUjjwal MaheshwariJanuary 27, 2026

AUSTRAC Orders Special Audit of Airwallex What It Signals for Risk Controls

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. …

ByCharlie YouldenJanuary 23, 2026

Silver Run Has a Different Engine This Time

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…

ByCharlie YouldenJanuary 23, 2026

Donald Trump Trade Fears Fade, Stocks Jump, Gold Hits Record Highs

Tariff Drama, NATO Talks and a Market Reset in One Volatile Week Markets entered the week on edge after renewed rhetoric from Donald Trump around potential tariffs on several European countries, initially flagged to begin from February 1. However, those concerns eased meaningfully after his meeting with NATO Secretary General Mark Rutte at Davos. Following…

ByCharlie YouldenJanuary 22, 2026

Australia’s Data Centre Boom Is Pushing Your Energy Bills Higher

AI, Data Centres and the Rising Cost of Power in Australia Over the past four years, the global data boom has become impossible to ignore, particularly the rapid buildout of data centres. These facilities are effectively giant commercial warehouses filled with high density GPU infrastructure, and they consume far more electricity than traditional commercial buildings. In…

ByCharlie YouldenJanuary 14, 2026

ASX Takeovers in 2026: Here are 5 Struggling Companies We Think Could be Next!

There could be a fair number of ASX Takeovers in 2026 - the year is not less than a fortnight old, and >$10bn steel giant BlueScope (ASX:BSL) was a target. We thought now would be a good time to consider which other companies could be targets. Before we go into it, we would point out that…

ByNick SundichJanuary 13, 2026

Australian Investors Assess Emerging Opportunities Across Global Markets

Australian investors are increasingly taking a strategic approach to portfolio construction as global markets evolve and traditional asset correlations shift. With equity valuations under scrutiny, interest rates remaining a key variable, and new financial instruments gaining traction, investors are reassessing where long-term value can be found. Understanding how emerging trends fit within an overall investment…

ByUjjwal MaheshwariJanuary 9, 2026

Bad News Over Christmas: Here’s What Might Have Slipped Past ASX Investors Over the Break

With investors paying less attention, some ASX companies may release Bad News Over Christmas, likely hoping it gets missed. We'll admit we cannot prove that...but you do have to wonder. Because some investors are on holidays for up to a month, they may 'switch off' and miss the bad news. But we haven't been on holidays…

ByNick SundichJanuary 6, 2026

Coronado (ASX:CRN) Shares Drop 12% After Fatal Incident Forces Queensland Mine Shutdown

Fatal Queensland Mine Collapse Sends Coronado Shares Lower Shares in Coronado Global Resources (ASX:CRN) fell 12% today after the company was forced to halt production at one of its Queensland coal mines following a fatal underground incident. The company confirmed that a worker was killed on Friday after a roof collapse at its Mammoth underground…

ByCharlie YouldenJanuary 5, 2026