A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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ASX Short Interest Weekly (Jan 16th): Goodman, Treasury Wine Estates, NEWMONT
We analyzed ASX short interest report for the past week and highlight short interest changes in Goodman, Treasury Wine Estates, NEWMONT CORPORATION...
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S&P/ASX Index Rebalance (Sep 2025): New Methodology & The Many Changes
There are 53 stocks that are adds/deletes across the ASX family of indices. There are some surprises and big flow/impact across the changes. Adds...
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Index Changes and Rate Cuts: Key Events in September 2025
September packs in index rebalances, quarterly expiries, central bank calls, and Fed drama—keeping markets busy amid a light holiday calendar.
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S&P/ASX Index Rebalance Preview (Sep 25): Potential Changes if Methodology Is Updated
The review period for the September rebalance is done and the proposals in the market consultation will be implemented. That means a lot of change...
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