HALO is a new one I’ve seen lately. It stands for Heavy Assets, Low Obsolescence, which is definitely more fun as an acronym. HALO stocks, the thinking goes, are less vulnerable to disruption by ...

Ninety percent of the 400-megawatt data center capacity Oracle delivered in the quarter was on or ahead of schedule. Considering the scale of OCI’s buildout, a strong record of on-time delivery is ...

When the bank ran out of money and failed a banking panic spread throughout the state. Soon the crisis went national and 5.6% of all banks in the US folded in November and December 1930. A bank run is ...

Lynas ( ASX:LYC) shares closed up 16% on March 11 on news that the group has extended its rare-earth supply deal with Japan ...

The ASX 200 technology sector has fallen over 40% since September 2025. We have reviewed our software coverage and lowered ...

Patience: A long-term investment horizon is the name of the game in private assets. Transactions are less frequent than in public markets, making liquidity unreliable. Investors should only consider ...

A broad assessment of AI’s threats and opportunities leads to moat ratings changes for more than three dozen companies.

A deep dive into the most traded stocks by Aussies in 2025 - and what this signals for the year ahead.

NextDC ( ASX: NDC) reported first-half 2026 net revenue growth of 13%. Billing utilization increased 29% to 120 megawatts, which management guides to increase 2.7 times by fiscal 2027 and 3.4 times by ...

We cut our fair value estimate for narrow-moat CSL by 22% to $210 due to our plasma earnings downgrades. However, shares are undervalued. Despite fiercer competition, we think we are more optimistic ...

SpaceX is gearing up for what would be by far the biggest initial public offering in history, with a proposed valuation of $1.5 trillion. That price tag is expensive but not irrational. It adds up as ...

Over time, inflation quietly erodes the real value of money and shifts the way companies operate. This is why it’s often described as a silent thief. Although it’s hard to say whether the media frenzy ...