A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
520 Views
S&P/ASX Index Rebalance (Mar 2026): 43 Changes Across Indices as Adds Outperform Deletes
There are 43 changes across the ASX changes in March. Couple of the adds could also be added to the GDX in March. The adds have outperformed the...
837 Views
ASX Short Interest Weekly (Feb 27th): Capricorn Metals, BHP, Electro Optic Systems
We analyzed ASX short interest report for the past week and highlight short interest changes in Capricorn Metals, BHP, Electro Optic Systems,...
276 Views
S&P/ASX Index Rebalance Preview (Mar 26): Plenty of Change with Big Flow & Impact
There could be 46 changes across the ASX family of indices in March. Passive trackers need to trade a lot of stock in many names. Some names are...
1k Views
ASX Short Interest Weekly (Feb 6th): BHP, Xero, Origin Energy, Commonwealth Bank Of Australia, Rea
We analyzed ASX short interest report for the past week and highlight short interest changes in BHP, Xero, Origin Energy, Commonwealth Bank Of...
370 Views