Not sure where to start this ASX FY25 reporting season? NAOS analyses keywords in earnings call transcripts to reveal the ...

Austal now has 12 US defence programs — but it all began with a $200K startup. Here’s how John Rothwell got it there.

Wilson AM’s Damien Boey explains how the WAM Income Maximiser blends equity and debt to deliver flexible, inflation-aware ...

At the smaller end of the market, where companies are less closely followed and analysed, it can often take significant ...

Elston’s Bruce Williams discuss ResMed's results and margin momentum, and whether the stock still deserves a buy rating.

Trump’s tariff backdown hit the price but supply-demand themes remain strong; Sunstone among potential targets; ETM's Spanish acquisition.

Everyone hates the idea of losing money on shares, but can the fear hold you back from a lifetime of financial optimisation?

Reporting season is stressful, but it also serves as a reminder of the importance of stepping back to reflect on broader themes shaping the world around us. One topic increasingly dominating ...

The Fed should cut rates given consumer spending has stalled and core inflation is tracking slightly below its forecast profile.

This model has tracked the fair value of three-year yields quite reliably since 1990, is not overfitted and remains stable enough for out-of-sample forecasting. Currently, it suggests that bond yields ...

One question I get asked often is how US equities can keep rising even as the US dollar weakens. At face value, it feels ...