All year, you and I have tracked takeover offers…mergers…capital raisings…alliances…contracts.
They just keep coming.
This is exactly what you and I want to see from corporate Australia. This is how value gets created.
By Callum Newman,
If you’re keen to explore merger and acquisition opportunities, I suggest focusing on one commodity, in particular. It just seems the highest probability thematic currently.
By Callum Newman,
One thing about commodity producers is that, when prices are high, it can give them enormous free cash flow.
That gives them firepower to buy into other companies and projects if their existing operation doesn’t need or deserve more investment.
Clearly, the team at MGX think there is more potential in gold than iron ore over the longer term.
By Callum Newman,
Read on below to find out why you need to be an active investor in 2026
By Callum Newman,
We can see why the stock market didn’t react much to the RBA holding rates steady last meeting.
Everyone expects rates to go down. It’s just a question of when.
Fixed rate loans, and refinancings, are withering away as the market positions for more rate cuts.
This is what you and I want to see as investors…
By Callum Newman,
Pretty soon we’re going to have flying transportation. It could cut car travel demand again. See below for my moonshot idea on this.
By Callum Newman,
Copper has now broken into an all time high after threatening to do so for some time.
There’s no reason to think it’s going to go down, either, if the market views Trump as serious.
The race is on to buy up what you can before the tariff goes into effect.
By Callum Newman,
The outlook for Australia and the ASX are very different to the US and US shares.
Here’s why…
By Callum Newman,
Hedge fund Coatue is putting their stake in the ground. They say AI is going to improve productivity and take down the US debt to GDP ratio.
They think the Mag 7 will keep growing. But the next wave of big capital growth will come from different AI winners.
The next wave of this tech is via AI “agents”. This could be big if we tee off similar tech breakout points…
By Callum Newman,
Investment ideas from the edge of the bell curve.
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