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News & Resources


Rails and Racks: Two Booms, Opposite Shortages
News13/10/2026 | 730 Views
Rails and Racks: Two Booms, Opposite Shortages

Key Takeaways The railway boom ran short of capital. The AI boom is short of labour and metal. Hard money, and later deliberate monetary contr

INSIGHTS: The Argument for Holding Australia's Gold Domestically
Insights12/10/2026 | 230 Views
INSIGHTS: The Argument for Holding Australia's Gold Domestically

Australia owns roughly $16 billion in gold, yet almost all of it sits in a vault on the other side of the world. In this episode we unpack why the

AI Scare Raises Questions About the US Dollar
News12/10/2026 | 836 Views
AI Scare Raises Questions About the US Dollar

Key Takeaways Technology shares and the US dollar fell together, which is not the usual pattern. Dollar support may partly rest on overseas mo

Ready, Aim, Wait Until November
News09/10/2026 | 1221 Views
Ready, Aim, Wait Until November

Key Takeaways US forces are preparing strike options on Iran while Trump rules out an attack before 3 November. Oil and gold both rose anyway,

INSIGHTS: Hardest Rate Rise in 40 Years
Insights08/10/2026 | 313 Views
INSIGHTS: Hardest Rate Rise in 40 Years

Australia's mortgage burden has passed 1989 levels, with 35.5% of household income going to repayments before the latest rise, and we break down w

Macro Turning Point For Bonds and Precious Metals
News07/10/2026 | 2358 Views
Macro Turning Point For Bonds and Precious Metals

Key Takeaways Markets price the Fed holding rates steady at its late October meeting. Bond yields look to be topping after a long run higher.

INSIGHTS: Victoria's Tax Front
Insights07/10/2026 | 154 Views
INSIGHTS: Victoria's Tax Front

Victoria's tax load keeps growing: the Emergency Services and Volunteers Fund, payroll and land tax hitting medical practices and schools, the sho

LBMA Lawsuit Raises Insolvency Risks
News06/10/2026 | 1580 Views
LBMA Lawsuit Raises Insolvency Risks

Key Takeaways The body that sets London's gold standards is being sued over two deaths at a Tanzanian mine. Its reserves are small next to