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Opinion + Action

The latest views from real investors with real money in the markets.

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-0.26%

ABG.AX

-0.55%

AIS.AX

AGL.AX

0.49%

A1M.AX

2.52%

AIZ.AX

AAI.AX

-0.83%

ALK.AX

-1.07%

A4N.AX

-0.86%

ALQ.AX

0.59%

AMC.AX

-0.03%

AOV.AX

-0.92%

AMP.AX

2.06%

ALD.AX

-1.12%

ANN.AX

1.79%

ANZ.AX

-0.44%

APA.AX

-0.1%

ARU.AX

ARB.AX

-3.35%

ARF.AX

0.62%

ARG.AX

0.34%

ALL.AX

0.5%

AYA.AX

2.46%

APZ.AX

ASX.AX

2.62%

ALX.AX

AUB.AX

0.38%

AIA.AX

-0.56%

AXQ.AX

9.78%

AZJ.AX

0.47%

ABB.AX

4.26%

ASB.AX

AAC.AX

-1.48%

AFI.AX

0.58%

AUI.AX

BOQ.AX

-0.16%

BMN.AX

4.46%

BCI.AX

-2.41%

BPT.AX

-1.68%

BGA.AX

BGL.AX

-2.28%

BEN.AX

0.38%

BNZ.AX

1.68%

BHP.AX

3.15%

BKI.AX

0.82%

BC8.AX

-1.1%

XYZ.AX

5.18%

BSL.AX

1.12%

BOE.AX

4.8%

BXB.AX

-0.64%

BVS.AX

6.25%

BRE.AX

4.09%

BRG.AX

-1.05%

BGP.AX

BFL.AX

0.25%

BWP.AX

0.26%

CMM.AX

0.08%

CSC.AX

4.62%

CAR.AX

0.79%

CIN.AX

-0.45%

CYL.AX

CAT.AX

5.67%

CWP.AX

CNI.AX

-1.71%

CIP.AX

-0.67%

COF.AX

-0.56%

CGF.AX

2.48%

CIA.AX

1.26%

CHI.AX

CHC.AX

0.37%

CLW.AX

CQR.AX

-0.26%

CQE.AX

CNU.AX

-1.25%

C79.AX

2.25%

CVL.AX

2.54%

CU6.AX

2.08%

CWY.AX

3.54%

CUV.AX

-2.06%

CBO.AX

-2.28%

COH.AX

0.65%

CDA.AX

3.11%

COL.AX

-0.83%

CKF.AX

-1.38%

CBA.AX

0.41%

CPU.AX

-0.94%

CEN.AX

1.07%

CXO.AX

1.96%

CCP.AX

0.55%

CMW.AX

1.19%

CSL.AX

-0.98%

CCL.AX

0.41%

DBI.AX

1.41%

DTL.AX

-0.84%

DTR.AX

DYL.AX

2.65%

DRR.AX

-1.84%

DVP.AX

2.56%

DXS.AX

-0.18%

DXI.AX

DDR.AX

-0.5%

DGT.AX

3.52%

DJW.AX

-0.34%

DMP.AX

0.3%

DOW.AX

DPM.AX

0.5%

DRO.AX

3.49%

DUR.AX

0.44%

DNL.AX

0.27%

APE.AX

1.92%

EBO.AX

-0.64%

EIQ.AX

3.29%

ELD.AX

-0.89%

EOS.AX

3.38%

ELV.AX

4.05%

ELS.AX

1.89%

EHL.AX

-1.52%

EMR.AX

-2.24%

EDV.AX

-1.16%

ERA.AX

EQR.AX

-1.85%

EUR.AX

3.08%

EVN.AX

-3.74%

EVT.AX

-1.2%

FDC.AX

1.17%

FCL.AX

-2.93%

FFM.AX

5.44%

FPH.AX

-0.76%

FPR.AX

-1.03%

FBU.AX

0.33%

FLT.AX

0.08%

FRS.AX

6.76%

FMG.AX

0.32%

FRW.AX

FGX.AX

1.11%

FGG.AX

GLF.AX

-2.23%

GDG.AX

GNE.AX

2.35%

GMD.AX

-1.67%

GNP.AX

4.75%

GMG.AX

0.48%

GPT.AX

-0.83%

GQG.AX

-2.86%

GNG.AX

2.41%

GNC.AX

GGP.AX

0.09%

GOZ.AX

-0.92%

GCI.AX

GYG.AX

-1.53%

GWA.AX

HSN.AX

-0.72%

HVN.AX

HGH.AX

-0.49%

HM1.AX

-1%

HLI.AX

-1.28%

HMC.AX

-0.35%

HDN.AX

-0.4%

HUB.AX

2.16%

IEL.AX

1.35%

IGO.AX

3.86%

ILU.AX

0.62%

IMD.AX

0.8%

IMR.AX

IFT.AX

0.87%

INA.AX

ING.AX

-0.46%

IAG.AX

-0.36%

IDX.AX

1.45%

IPG.AX

2.23%

IPX.AX

-1.35%

IPH.AX

0.24%

IRE.AX

-0.16%

JHX.AX

4.41%

JBH.AX

-0.54%

JDO.AX

JMS.AX

1.89%

KAR.AX

-0.67%

KLS.AX

0.24%

KCN.AX

15.89%

KKC.AX

-0.48%

GLS.AX

0.49%

LGF.AX

-2%

L1G.AX

-3.83%

LSF.AX

1.57%

LRV.AX

LFS.AX

LLC.AX

-2.33%

LFG.AX

1.23%

360.AX

-0.43%

LIC.AX

0.39%

LNW.AX

0.29%

LIN.AX

1.32%

LTR.AX

1.06%

LOV.AX

-0.31%

LYL.AX

2.06%

LYC.AX

1.48%

MA1.AX

MAF.AX

1.91%

MGH.AX

-0.35%

MAH.AX

1.08%

MQG.AX

2.02%

MAQ.AX

1.32%

MAD.AX

-0.13%

MFG.AX

0.93%

MMS.AX

0.36%

MPL.AX

0.2%

MP1.AX

2.51%

MCY.AX

-1.8%

MEZ.AX

-0.65%

MSB.AX

8.82%

MLX.AX

-5.41%

MTS.AX

-1.35%

MEI.AX

2.94%

MOT.AX

MXT.AX

MFF.AX

0.39%

MIN.AX

2.41%

MI6.AX

3.31%

MIR.AX

-1.16%

MGR.AX

-0.88%

MND.AX

3.08%

MYS.AX

-1.65%

NAN.AX

-0.31%

NAB.AX

-1.11%

NGI.AX

-0.41%

NWL.AX

NEU.AX

5.09%

NHC.AX

-0.38%

NEM.AX

0.85%

NWS.AX

-1%

NXG.AX

1.97%

NXT.AX

5.66%

NHF.AX

0.14%

NCK.AX

-1.73%

NIC.AX

1.16%

NEC.AX

NST.AX

1.06%

NWH.AX

2.03%

NUF.AX

2.16%

OCL.AX

-1.91%

OML.AX

OPH.AX

0.39%

OBM.AX

-2.24%

ORI.AX

0.73%

ORG.AX

0.29%

ORA.AX

2.18%

PDN.AX

2.31%

PNR.AX

-0.5%

PPC.AX

-3.05%

PPM.AX

-1.23%

PRN.AX

-0.46%

PPT.AX

-0.05%

PCI.AX

PRU.AX

-0.62%

PXA.AX

-3.18%

PNI.AX

2.52%

PL8.AX

-0.35%

PLS.AX

2.43%

PGF.AX

PNV.AX

-2.44%

PDI.AX

-1.5%

PMV.AX

-1.89%

PME.AX

-1.14%

PWH.AX

-0.45%

PYC.AX

6.6%

QAN.AX

0.29%

QBE.AX

-2.06%

QAL.AX

-1.52%

QRI.AX

RMS.AX

-0.33%

RHC.AX

0.88%

REA.AX

-0.5%

RDX.AX

0.54%

REH.AX

1.33%

RF1.AX

2.53%

RPL.AX

1.92%

RG1.AX

0.8%

RGN.AX

-1.27%

REG.AX

-1.66%

RRL.AX

-5.16%

RWC.AX

1.37%

RMD.AX

-3.04%

RSG.AX

SGLLV.AX

-1.3%

RIC.AX

0.74%

RIO.AX

1.14%

RXL.AX

-2.5%

RFF.AX

-0.45%

RYM.AX

SFR.AX

0.9%

STO.AX

-0.26%

SCG.AX

0.78%

SEK.AX

0.86%

SHV.AX

3.68%

SRV.AX

-1.56%

SSM.AX

2.42%

SGH.AX

0.48%

SHA.AX

2.07%

SIG.AX

0.34%

SLX.AX

2.74%

SGM.AX

2.5%

SDR.AX

-0.27%

SKS.AX

5.03%

SIQ.AX

3.93%

SHL.AX

0.33%

S32.AX

0.25%

SX2.AX

1.14%

SXE.AX

5.49%

SPK.AX

-2.21%

SRG.AX

0.85%

SBM.AX

-2.2%

SMR.AX

2.63%

SDF.AX

-0.19%

SGP.AX

0.25%

SKG.AX

-1.17%

SNZ.AX

SUN.AX

-0.53%

SRL.AX

13.34%

SUL.AX

-0.39%

SLC.AX

0.32%

SNL.AX

-1.69%

SYL.AX

1.45%

TAH.AX

2.98%

TEA.AX

3.3%

TNE.AX

-2.16%

TLX.AX

1.58%

TLS.AX

-2%

TPW.AX

-1.5%

A2M.AX

-1.7%

TLC.AX

-1.42%

SGR.AX

TVN.AX

3.23%

THL.AX

0.83%

TWR.AX

TPG.AX

-1.93%

TCL.AX

-0.89%

TWE.AX

-0.21%

TUA.AX

-1.3%

TCG.AX

-2.78%

TRA.AX

UNI.AX

-3.07%

VAU.AX

-1.81%

VNT.AX

1.37%

VCX.AX

-0.77%

VGN.AX

VEA.AX

-2.1%

VUL.AX

3.26%

VSL.AX

-0.4%

VYS.AX

4.89%

WA1.AX

1.13%

WGN.AX

0.48%

WAM.AX

-0.96%

WGB.AX

WLE.AX

-1.09%

SOL.AX

0.69%

WPR.AX

-0.41%

WQG.AX

1.52%

WEB.AX

-1.18%

WBT.AX

-0.43%

WES.AX

-0.41%

WAF.AX

-1.06%

WGX.AX

-1.68%

WBC.AX

-0.16%

WHF.AX

1.47%

WHC.AX

-0.13%

WIA.AX

-1.15%

WC8.AX

WTN.AX

WTC.AX

-1.38%

WDS.AX

-0.89%

WOW.AX

-0.2%

WOR.AX

0.09%

XRO.AX

-3.57%

YAL.AX

-1.44%

ZIM.AX

1.07%

ZIP.AX

8.47%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.30	0.47	0.32
SSO ASX Small Caps	14.39	0.09	0.63
IVV S&P 500	71.99	-0.17	-0.24
NDQ Nasdaq	62.09	0.44	0.71
F100 FTSE 100	14.99	-0.04	-0.27
ASIA Asia Tech	21.12	0.79	3.89
IEU Europe	97.69	-0.08	-0.08
IEM Emerging Markets	96.00	2.14	2.28
Gold Gold	52.75	-0.43	-0.81
ACDC Battery Tech	132.81	1.93	1.47

COMMODITIES	Close($)	-/+	%
Gold	4,062.59	8.693	0.21
Silver	58.33	-0.295	-0.5
Platinum	1,649.16	17.41	1.07
Palladium	1,315.42	10.5234	0.81
Ice Brent Crude	85.14	1.84	2.21
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6994	0.002	0.29
Euro	1.1431	0.0012	0.11
British Pound	1.3440	0.0051	0.38
Canadian Dollar	1.4066	0.0011	0.08
New Zealand Dollar	0.5830	0.0019	0.33
Chinese Yuan	6.7683	-0.0017	-0.03
Japanese Yen	162.1900	-0.04	-0.02

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.82	2.52%	148.44%	0.30 0.85
BGL	Bellevue Gold Ltd	1.29	-2.28%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	60.56	3.15%	47.77%	39.06 65.98
FMG	Fortescue Ltd	19.08	0.32%	12.54%	16.82 23.38
NHC	New Hope Corporation Ltd	5.31	-0.38%	30.64%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.76	-0.13%	26.96%	5.94 9.90
NEM	Newmont Cdi	136.11	0.85%	0.00%	88.58 190.91
NXG	Nexgen Ene Cdi	13.46	1.97%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	19.02	0.9%	70.59%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
KCN	Kingsgate Consol	4.23	15.89
SRL	Sunrise Energy	16.82	13.34
AXQ	Aura Consolidate	5.50	9.78
MSB	Mesoblast	2.59	8.82
ZIP	Zip Co	3.20	8.47
FRS	Forrestania Res	0.40	6.76
PYC	Pyc Therapeutics	1.62	6.6
BVS	Bravura Solution	2.55	6.25
CAT	Catapult Sports	3.54	5.67
NXT	Nextdc	13.81	5.66

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
MLX	Metals X	1.40	-5.41
RRL	Regis Resources	6.25	-5.16
L1G	L1 Group	1.13	-3.83
EVN	Evolution Mining	11.34	-3.74
XRO	Xero	68.27	-3.57
ARB	Arb Corporation	17.31	-3.35
PXA	Pexa Group	7.61	-3.18
UNI	Universal Store	7.27	-3.07
PPC	Peet	1.75	-3.05
RMD	Resmed Inc	27.74	-3.04

OPINION

Latest Market Matters Opinions

15/07/2026 17:05

James on Ausbiz this morning

James was on Ausbiz this morning covering US Inflation, Bank Earnings and some ASX news.

15/07/2026 16:46

RIO +1.14%: delivered a mixed but broadly resilient second-quarter production update today, with a strong recovery across its Pilbara iron ore operations offset by weaker copper output following operational issues at Kennecott in the US.

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Market Matters Content

Portfolio Positioning: The ASX200 “again” looks poised to test the 9000 level

Morning report 15/07/2026

Afternoon Report

The Match Out: ASX higher as US banks deliver blockbuster results

Afternoon report 15/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 10/07/2026

GEAR – rising to the challenge.

The stock market's long term trend is relentlessly rising, looking at any time frame larger than 1 year the ASX rises... given this, would we not all be best just to buy GEAR and forget everything else? Why stock pick when you can get 250% leverage on a long term ever rising market? I would love to see a chart that overlays the GEAR stock price against the longer term performance of a 'typical' (MM?) growth or other actively managed portfolio. Alain

Ask James

Question asked 10/07/2026

Commodity Clock

Still on this commodity super cycle - the emperor with no clothes. Someone described the cycle like a clock, with 6 o'clock being the bottom of the cycle and 12 o'clock being the peak, and suggesting that we are currently at about 7 o'clock. So, why are we screaming towards 5 o'clock?

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