Some investment assessments of iron ore companies and how global markets have had the usual surprises this year.
Fixed line revenue is falling, but mobile looks strong.
There may be scientific debate about climate change, but the big companies are falling over themselves to look as green as they can because that is what the institutional investors require.
Legacy media is still struggling to survive but the short terms signs are positive, according to one report
Some market gossip and tips.
Some subtle signs that brokers are starting to worry about the stock market's prospects.
Mortgage volumes are booming. Will this save bank shares?
Lockdowns have meant big boosts in online spending, but the rate of growth is slowing.
Australian precious metals producers are looking strong, but there may be labour shortages.
The big tech companies have been an investment safe haven during the global covid crisis. But there are storm clouds appearing.
The large institutions are constantly changing their portfolios. It is worth looking at how they think.
If inflation rises, there is likely to be more interest in tangible assets.