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News & Resources


Approaching the Land Cycle Peak
News26/02/2026 | 2941 Views
Approaching the Land Cycle Peak

As we approach the peak of the 18.6-year land cycle, there is an unsettling alignment between elevated spending, buoyant sentiment and deteriorating e

Who says the RBA isn’t Political?
News24/02/2026 | 1813 Views
Who says the RBA isn’t Political?

The former RBA Governor has recently delivered pointed criticism of successive governments, arguing that fiscal handouts have fuelled inflation and co

Redemptions Halted, Confidence Shaken: Is a Credit Event Unfolding?
News23/02/2026 | 2859 Views
Redemptions Halted, Confidence Shaken: Is a Credit Event Unfolding?

Trouble is building beneath the surface of today’s financial markets, and recent developments in private credit are drawing uncomfortable compar

Iran Tensions Prop Gold Up
News20/02/2026 | 1341 Views
Iran Tensions Prop Gold Up

Over the past week, markets have been increasingly driven by the perceived risk of a US–Iran conflict. That theme is now outweighing most econom

The Pentagon Pizza Index: What Late-Night Pizza Orders Tell Us About Gold
News19/02/2026 | 4158 Views
The Pentagon Pizza Index: What Late-Night Pizza Orders Tell Us About Gold

When the Pentagon orders pizza, investors take note. There’s an unusual indicator trending across social media this week. It’s not a ne

Bonds Hint at Turbulence Ahead
News18/02/2026 | 1757 Views
Bonds Hint at Turbulence Ahead

With the Nasdaq putting in 3 consecutive down days on increasing volume, while the US10Y yield rolls over – it appears investors are flocking to

Gold Just Crossed $7,000 AUD – Here’s What’s Going On
News17/02/2026 | 6022 Views
Gold Just Crossed $7,000 AUD – Here’s What’s Going On

If you haven’t checked the gold price lately, now might be the time. As of mid-February 2026, gold is trading around AUD $7,027 per ounce after

INSIGHTS: Paper Promises Real Metal
News16/02/2026 | 883 Views
INSIGHTS: Paper Promises Real Metal

Recent volatility in gold and silver highlights the structural differences between paper derivatives markets and the physical bullion trade. As mo