Offense wins elections, defence wins markets
Australia’s economy is wheezing and the ASX defensives are running hot, but with US IPOs booming and commodity tailwinds building, the real action might be hunting bargains in beaten-down small-caps.
April micro-cap flashback
April micro-cap flashback
In April micro-caps were getting smashed by war, oil and credit stress — but perhaps rising commodity prices could soon force capital back into quality small stocks, setting up a powerful rebound.
Sell in May? These Aren’t the Losses You’re Looking For
Sell in May? These Aren’t the Losses You’re Looking For
The federal budget’s CGT changes were meant to punish risk capital. Instead, they may have forced open a rare buying window in beaten-up ASX small caps and commodities.
Why won’t the ASX 200 move?
Why won’t the ASX 200 move?
The ASX 200 looks dead on the surface, but a powerful commodities boom is quietly building underneath — and it could drag small caps into a surprise second‑half revival.
The AI code smoky
The AI code smoky
Digital infrastructure follows the same trend: Research, then scale. The internet did it. The cloud did it. AI is doing it now. As Paul Dichiera explains, the same monetisation question that hung over the last two booms is now dangling over this one. And the answer is the same too.
I Trust This Strategy More Than Any Budget (or Politician)
I Trust This Strategy More Than Any Budget (or Politician)
Between now and 2027, Canberra’s tax grab will warp tactics, not strategy. Lachlann Tierney shows you how to ignore the headlines and go back to investment first principles. Here’s what that looks like.
This is ATLAS
This is ATLAS
85% of ASX trading is machine‑driven. Learn how Charlie Ormond’s ATLAS engine aims to put that same firepower on your side.
The Online Services That Didn’t Exist 20 Years Ago.
The Online Services That Didn’t Exist 20 Years Ago.
Two of the most aggressive rivals in AI are now sharing infrastructure. It’s not new. it’s the same pattern that built the internet and the cloud. And it’s the clearest signal for who wins the AI buildout.
ASX energy good, Australia bad
ASX energy good, Australia bad
Trump holds off and the ASX gets a weak 1% bounce. Is there hope for ASX stocks? Yes, but not if their projects are in Australia.
Get a robot
Get a robot
The new tax regime is punishing strivers while AI eats high-paid jobs, energy limits data centres, and algorithmic traders dominate the ASX — unless you put the robots to work for you.
