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Oil Supply Risk Rises After Iran Drone Attacks Reach Ras Tanura and UK Base in Cyprus

From Battlefield to Oil Chain, Drone Attacks Expand the Conflict Map A British military base at Akrotiri in Cyprus and Saudi Arabia’s Ras Tanura oil hub were both hit in the latest wave of Iranian-linked drone attacks, and to us that is a clear sign the conflict is becoming more focused on the Middle East’s…

ByCharlie YouldenMarch 3, 2026

Magellan and Barrenjoey are merging in a $1.6bn deal! Here’s why all ASX investors should see this as significant

Magellan and Barrenjoey are coming together as one. Magellan actually was already a shareholder of Barrenjoey, with a 36% stake, but is buying the remaining shares it does not already own. In some respects it may seem an obvious match given the existing shareholding and how both companies are in the financial markets, but one of…

ByNick SundichMarch 2, 2026

Iran War Breaks Out, Oil Risk Spikes, Here’s What Markets Are Watching

Strait of Hormuz Risk Is the Real Oil Story Right Now As many people saw on Saturday morning, the bombing had already begun. The US and Israel said they believed Iran had become an immediate strategic threat, particularly because of its nuclear program and what they described as an imminent security risk. This came after weeks…

ByCharlie YouldenMarch 2, 2026

ASX 200 Reporting Season Wrap: 5 Earnings Surprises That Signal Buy Opportunities Heading Into March

ASX 200 reporting season- five stocks the market rewarded The ASX 200 touched a fresh record high of 9,202 this week, wrapping up a reporting season that told investors one thing loud and clear: quality matters. The benchmark climbed 3.7% in February, but this was not a rising tide lifting all boats. Companies that beat…

ByUjjwal MaheshwariFebruary 28, 2026

Capital Allocation in a Fragmented World, Where Smart Money Is Quietly Moving

Global markets in 2026 feel more fragmented than ever. Inflation has moderated in some regions yet remains sticky in others. Central banks are diverging in policy. Supply chains are no longer purely global, but neither are they fully localized. For investors, this complexity is not a reason to retreat — it is a signal to…

ByCharlie YouldenFebruary 27, 2026

Geopolitics, AI, and Energy, The Three Pillars of Investment Growth in 2026

Investing right now feels riskier than ever – messy geopolitics, the AI boom, and power shortages are all piling on. It’s hard to tell straight away what’s actually worth your time and what’s not. You could chuck some cash at online games like Pokies World , or go for assets with real upside. To…

ByCharlie YouldenFebruary 26, 2026

Seek (ASX:SEK): Down >30% in 2026, but it’s directors think its got upside

Online employment marketplace Seek ( ASX:SEK ) may be formally categorised as ‘Media and Entertainment’ by the ASX, although it is difficult to argue that this company is not a tech company. Two years ago, it seemed to be in the right place at the right time given the state…

ByNick SundichFebruary 26, 2026

Forecasts for the Key ASX Sectors in 2026

The Australian Stock Exchange is seeing all the different sectors performing at all levels of speed. In 2026, investors ask which sectors lead, which ones are undervalued shares, and what trends to pay attention to this year. Let’s cover what analysts and brokers have predicted for key sectors in the Australian stock market outlook for…

ByCharlie YouldenFebruary 25, 2026

ARB Corporation (ASX:ARB) Down 15% as Margins Reset and Earnings Slide

ARB Corporation A Small Revenue Dip, A Big Profit Hit, Here’s Why ARB Corporation had a sharp 15% fall today after its result, with the numbers showing a clear reversal in revenue momentum and profitability. From our read, demand itself was not the main problem. The bigger issue was margin pressure as costs normalised, which brought…

ByCharlie YouldenFebruary 24, 2026

Monadelphous Group (ASX:MND) A Clean Beat, Revenue Up 45%, Profit Up 52%

Monadelphous Group Earnings Quality Improves as Construction Surges Monadelphous Group had a strong re rate on its half year result, with the share price pushing up to around $34, up 12% from today’s open. For dividend focused and growth investors, this looked like a genuinely pleasing update because it signalled a step change in activity across…

ByCharlie YouldenFebruary 24, 2026

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Market news

Oil Supply Risk Rises After Iran Drone Attacks Reach Ras Tanura and UK Base in Cyprus

Magellan and Barrenjoey are merging in a $1.6bn deal! Here’s why all ASX investors should see this as significant

Iran War Breaks Out, Oil Risk Spikes, Here’s What Markets Are Watching

ASX 200 Reporting Season Wrap: 5 Earnings Surprises That Signal Buy Opportunities Heading Into March

Capital Allocation in a Fragmented World, Where Smart Money Is Quietly Moving

Geopolitics, AI, and Energy, The Three Pillars of Investment Growth in 2026

Seek (ASX:SEK): Down >30% in 2026, but it’s directors think its got upside

Forecasts for the Key ASX Sectors in 2026

ARB Corporation (ASX:ARB) Down 15% as Margins Reset and Earnings Slide

Monadelphous Group (ASX:MND) A Clean Beat, Revenue Up 45%, Profit Up 52%

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