scroll

Opinion + Action

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

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

8.59%

ABG.AX

AIS.AX

-1.33%

AGL.AX

-1.07%

A1M.AX

2.78%

AIZ.AX

1.39%

AAI.AX

0.41%

ALK.AX

0.76%

A4N.AX

6.19%

ALQ.AX

1.74%

AMC.AX

2.05%

AOV.AX

0.56%

AMP.AX

1.89%

ALD.AX

-2.93%

ANN.AX

1.71%

ANZ.AX

2.36%

APA.AX

ARU.AX

5.71%

ARB.AX

1.95%

ARF.AX

1.57%

ARG.AX

1.32%

ALL.AX

1.37%

AYA.AX

1.48%

APZ.AX

0.97%

ASX.AX

1.95%

ALX.AX

-0.79%

AUB.AX

1.73%

AIA.AX

0.27%

AXQ.AX

0.33%

AMI.AX

4.62%

AZJ.AX

-0.24%

ABB.AX

3.34%

ASB.AX

-0.27%

AAC.AX

1.86%

AFI.AX

-1.91%

AUI.AX

1.76%

BOQ.AX

1.36%

BMN.AX

4.95%

BCI.AX

1.15%

BPT.AX

1.1%

BGA.AX

-0.98%

BGL.AX

2.77%

BEN.AX

1.23%

BNZ.AX

-0.51%

BHP.AX

-0.33%

BKI.AX

1.05%

BC8.AX

2.75%

XYZ.AX

0.64%

BSL.AX

1.02%

BOE.AX

6.56%

BXB.AX

1.88%

BVS.AX

3.41%

BRE.AX

1.85%

BRG.AX

1.9%

BGP.AX

BFL.AX

0.76%

BWP.AX

-0.26%

CMM.AX

2.03%

CSC.AX

3.45%

CAR.AX

3.54%

CIN.AX

CYL.AX

1.04%

CAT.AX

6.04%

CWP.AX

1.9%

CNI.AX

1.37%

CIP.AX

COF.AX

-2.21%

CGF.AX

0.3%

CIA.AX

3.02%

CHC.AX

2.19%

CLW.AX

1.85%

CQR.AX

1.5%

CQE.AX

8.63%

CNU.AX

0.25%

C79.AX

-0.67%

CVL.AX

1.18%

CU6.AX

6.78%

CWY.AX

1.28%

CBO.AX

5.18%

COH.AX

1.31%

CDA.AX

0.02%

COL.AX

0.25%

CKF.AX

1.21%

CBA.AX

1.59%

CPU.AX

1.77%

CEN.AX

0.26%

CXO.AX

4.08%

CCP.AX

-6.98%

CMW.AX

CSL.AX

3.64%

CCL.AX

-0.99%

DBI.AX

-1.23%

DTL.AX

1.54%

DYL.AX

1.88%

DRR.AX

DVP.AX

2.1%

DXS.AX

1.17%

DXI.AX

0.4%

DDR.AX

1.59%

DGT.AX

6.23%

DJW.AX

1.01%

DMP.AX

0.96%

DOW.AX

1.15%

DPM.AX

0.16%

DRO.AX

14.6%

DUR.AX

-0.46%

DNL.AX

-0.8%

APE.AX

EBO.AX

0.17%

EIQ.AX

3.76%

ELD.AX

-1.06%

EOS.AX

8.93%

ELV.AX

5.26%

ELS.AX

6.48%

EHL.AX

EMR.AX

1.11%

EDV.AX

-1.14%

EQR.AX

9.62%

EVN.AX

2.79%

EVT.AX

5.18%

FDC.AX

1.8%

FCL.AX

1.06%

FFM.AX

-8.87%

FPH.AX

1.89%

FPR.AX

3.31%

FBU.AX

1.64%

FLT.AX

-1.13%

FRS.AX

FMG.AX

1.57%

FGX.AX

-0.37%

FGG.AX

-0.59%

GLF.AX

0.67%

GDG.AX

3.98%

GNE.AX

-0.46%

GMD.AX

2.06%

GNP.AX

1.58%

GMG.AX

1.1%

GPT.AX

1.95%

GQG.AX

2.19%

GNG.AX

2.08%

GNC.AX

-2.3%

GGP.AX

2.78%

G6M.AX

-4.4%

GOZ.AX

1.35%

GCI.AX

-0.49%

GYG.AX

-1.38%

GWA.AX

2.12%

HSN.AX

3.53%

HVN.AX

0.81%

HGH.AX

HM1.AX

1.72%

HLI.AX

1.2%

HMC.AX

3.36%

HDN.AX

1.57%

HUB.AX

0.63%

IEL.AX

3.07%

IGO.AX

2.75%

ILU.AX

4.98%

IMD.AX

0.53%

IMR.AX

3.76%

IFT.AX

1.28%

INA.AX

2.07%

ING.AX

-0.91%

IAG.AX

0.23%

IDX.AX

3.74%

IPG.AX

0.63%

IPX.AX

3.99%

IPH.AX

1.88%

IRE.AX

2.32%

JHX.AX

4.01%

JBH.AX

0.51%

JDO.AX

4.06%

JMS.AX

KAR.AX

0.58%

KLS.AX

2.26%

KCN.AX

KKC.AX

GLS.AX

LGF.AX

-0.25%

L1G.AX

3.43%

LSF.AX

LRV.AX

5.17%

LFS.AX

LLC.AX

2.01%

LFG.AX

2.5%

360.AX

11.38%

LIC.AX

1.54%

LNW.AX

-2.13%

LIN.AX

0.65%

LTR.AX

4.04%

LOV.AX

2.26%

LYL.AX

0.57%

LYC.AX

6.55%

MA1.AX

-0.25%

MAF.AX

4.64%

MGH.AX

8.06%

MAH.AX

6.7%

MQG.AX

3.13%

MAQ.AX

4.09%

MAD.AX

1.72%

MFG.AX

3.81%

MMS.AX

1.17%

MPL.AX

0.97%

MP1.AX

5.74%

MCY.AX

-1.96%

MEZ.AX

1.27%

MSB.AX

2.46%

MLX.AX

2.45%

MTS.AX

0.32%

MEI.AX

13.16%

MOT.AX

0.31%

MXT.AX

-0.26%

MFF.AX

2.5%

MIN.AX

2.84%

MI6.AX

0.81%

MIR.AX

1.62%

MGR.AX

0.84%

MND.AX

1.46%

MYS.AX

2.27%

NAN.AX

5.97%

NAB.AX

NGI.AX

2.51%

NWL.AX

3.61%

NEU.AX

0.11%

NHC.AX

-0.19%

NMG.AX

NEM.AX

2.11%

NWS.AX

1.29%

NXG.AX

NXT.AX

4.15%

NHF.AX

0.27%

NCK.AX

1.99%

NIC.AX

0.61%

NEC.AX

-0.51%

NST.AX

2.06%

NWH.AX

0.56%

NUF.AX

0.33%

OCL.AX

3.18%

OML.AX

0.63%

OPH.AX

-0.78%

OBM.AX

-0.86%

ORI.AX

1.42%

ORG.AX

-0.54%

ORA.AX

4.1%

PDN.AX

1.91%

PNR.AX

3.96%

PPC.AX

1.39%

PPM.AX

1.93%

PRN.AX

3.77%

PPT.AX

-0.48%

PCI.AX

PRU.AX

1.24%

PXA.AX

2.83%

PNI.AX

7.51%

PL8.AX

1.41%

PLS.AX

4.9%

PGF.AX

-1.46%

PNV.AX

-0.57%

PDI.AX

-1.5%

PMV.AX

-1.48%

PME.AX

4.94%

PWH.AX

0.9%

PYC.AX

9.62%

QAN.AX

-0.29%

QBE.AX

-0.04%

QAL.AX

4.64%

QRI.AX

1.29%

RMS.AX

1.29%

RHC.AX

0.14%

REA.AX

2.23%

RDX.AX

1.34%

REH.AX

2.44%

RF1.AX

0.57%

RPL.AX

3.24%

RG1.AX

2.79%

RGN.AX

0.83%

REG.AX

2.3%

RRL.AX

1.46%

RWC.AX

3.64%

RMD.AX

1.45%

RSG.AX

2.14%

SGLLV.AX

-0.14%

RIC.AX

2.11%

RIO.AX

1.71%

RXL.AX

-3.95%

RFF.AX

0.91%

RYM.AX

-0.56%

SFR.AX

3.92%

SMI.AX

3.03%

STO.AX

0.91%

SCG.AX

1.53%

SEK.AX

2.25%

SHV.AX

-0.24%

SRV.AX

0.31%

SSM.AX

1.22%

SGH.AX

2.48%

SHA.AX

1.27%

SIG.AX

SLX.AX

1.9%

SGM.AX

2.15%

SDR.AX

5.06%

SKS.AX

8.14%

SKC.AX

1.94%

SIQ.AX

2.39%

SHL.AX

1.14%

S32.AX

2.18%

SX2.AX

SXE.AX

2.51%

SPK.AX

-0.6%

SRG.AX

1.48%

SBM.AX

7.78%

SMR.AX

2.16%

SDF.AX

SGP.AX

1.42%

SKG.AX

-0.39%

SNZ.AX

-0.14%

SUN.AX

1.14%

SRL.AX

1.68%

SUL.AX

0.52%

SLC.AX

2.22%

SNL.AX

3.47%

SYL.AX

-1.47%

TAH.AX

-2.78%

TEA.AX

0.24%

TNE.AX

3.29%

TLX.AX

0.91%

TLS.AX

1.2%

TPW.AX

-0.54%

A2M.AX

-0.29%

TLC.AX

-3.57%

SGR.AX

7.41%

TVN.AX

-2%

THL.AX

-3.35%

TWR.AX

0.32%

TPG.AX

-0.28%

TCL.AX

-0.4%

TWE.AX

2.3%

TUA.AX

2.34%

TCG.AX

-3.25%

TRA.AX

UNI.AX

1.76%

VAU.AX

1.23%

VNT.AX

1.19%

VCX.AX

2.26%

VGN.AX

VEA.AX

-3.58%

VUL.AX

4.58%

VSL.AX

1.1%

VYS.AX

2.68%

WA1.AX

3.86%

WGN.AX

WAM.AX

0.95%

WGB.AX

0.91%

WLE.AX

0.36%

SOL.AX

1.16%

WPR.AX

1.21%

WQG.AX

1.49%

WEB.AX

-3.7%

WBT.AX

2.58%

WES.AX

0.36%

WAF.AX

4.51%

WGX.AX

2.11%

WBC.AX

1.7%

WHF.AX

1.86%

WHC.AX

0.71%

WIA.AX

WTC.AX

3.05%

WDS.AX

1.38%

WOW.AX

0.2%

WOR.AX

1.49%

XRO.AX

3.49%

YAL.AX

-0.18%

ZIM.AX

10.61%

ZIP.AX

5.08%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	152.56	2.14	1.42
SSO ASX Small Caps	14.47	0.27	1.9
IVV S&P 500	72.23	1	1.4
NDQ Nasdaq	60.00	1.07	1.82
F100 FTSE 100	15.46	-0.03	-0.19
ASIA Asia Tech	19.75	0.24	1.23
IEU Europe	99.90	0.4	0.4
IEM Emerging Markets	92.61	0.14	0.15
Gold Gold	53.08	0.22	0.42
ACDC Battery Tech	126.55	3.13	2.54

COMMODITIES	Close($)	-/+	%
Gold	4,064.15	11.5	0.28
Silver	59.56	1.38	2.37
Platinum	1,708.63	81.2386	4.99
Palladium	1,314.37	49.5248	3.92
Ice Brent Crude	90.09	1.06	1.19
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7031	0.0033	0.47
Euro	1.1512	0.0009	0.08
British Pound	1.3438	0.001	0.07
Canadian Dollar	1.4063	0.002	0.14
New Zealand Dollar	0.5882	0.0012	0.2
Chinese Yuan	6.7532	0.0009	0.01
Japanese Yen	157.5200	0.44	0.28

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.74	2.78%	132.26%	0.30 0.85
BGL	Bellevue Gold Ltd	1.30	2.77%	0.00%	0.84 2.00
BHP	Bhp Group Ltd	60.52	-0.33%	54.82%	39.30 65.98
FMG	Fortescue Ltd	18.08	1.57%	-1.00%	17.65 23.38
NHC	New Hope Corporation Ltd	5.14	-0.19%	23.21%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.10	0.71%	10.16%	5.94 9.90
NEM	Newmont Cdi	137.46	2.11%	0.00%	102.82 190.91
NXG	Nexgen Ene Cdi	13.26	2%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	19.90	3.92%	73.77%	11.03 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
DRO	Droneshield	2.08	14.6
MEI	Meteoric Resourc	0.22	13.16
360	Life360 Inc.	28.47	11.38
ZIM	Zimplats Holding	15.85	10.61
EQR	Eq Resources	0.29	9.62
PYC	Pyc Therapeutics	2.00	9.62
EOS	Electro Optic Sy	7.56	8.93
CQE	Charter Hall Soc	2.77	8.63
4DX	4dmedical	4.30	8.59
SKS	Sks Technologies	8.64	8.14

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
FFM	Firefly Metals	1.70	-8.87
CCP	Credit Corp Grou	12.79	-6.98
G6M	Group 6 Metals	2.39	-4.4
RXL	Rox Resources	0.37	-3.95
WEB	Web Travel Group	3.38	-3.7
VEA	Viva Energy Grp	2.69	-3.58
TLC	The Lottery Corp	5.40	-3.57
THL	Tourism Holdings	2.31	-3.35
TCG	Turaco Gold	0.60	-3.25
ALD	Ampol	38.76	-2.93

OPINION

Latest Market Matters Opinions

04/08/2026 17:04

Broker Moves

• Lottery Corp. Cut to Neutral at JPMorgan; PT A$5.40 • FireFly Metals Cut to Hold at Moelis & Company; PT A$1.90 • FDC Consolidated Rated New Buy at UBS; PT A$4.15 • Lottery Corp. Rated New Sector Perform at RBC; PT A$5.75 • Frontier Energy Raised to Buy at Bell Potter

04/08/2026 17:03

What Mattered Today

It’s days like this that reinforce the importance of staying invested, participating in markets despite the negative headlines and bearish rhetoric, and, above all, remaining patient. With SPI futures flat this morning, investors took the bull by the horns, buying equities and pushing the ASX to its highest level since March as easing oil prices encouraged a rotation back into growth stocks, banks and healthcare. The rally was broad, with nine of the eleven sectors finishing higher and the local market comfortably outperforming modest gains in US futures.

ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

What Matters Today: Can EVs and AI drive the next re-rating of ASX miners?

Morning report 04/08/2026

Afternoon Report

The Match Out: ASX surges 1.4%, Credit Corp (CCP) kicks off reporting season

Afternoon report 04/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 31/07/2026

The psychology of investing

Hi James My question: given so many active investors underperform the market, how do you overcome the emotions ? An example of my thoughts is as follows: A year ago I liked the Australian Eastern Gas story (shortages, ready market etc) and decided to buy a few Elixir Energy at 4 cents. They steadily rose and after the Iran US war the price went to 16. Whilst I believed in the story I sold. 4x my money! The price has now fallen 50%to 8 cents. Was it dumb luck or great research? Probably a mix of both. I consider myself a medium term trader and am trying to understand the best way to trade. They say fear of loss outweighs other emotions, any winnings are justified as the investors cleverness. Most investors sell too soon but then no one wants to get caught holding a dud. I expect there are many articles and books on this subject - can you refer any you think are particularly worthwhile? Perhaps you could highlight a set of rules a disciplined investor should follow.

Ask James

Question asked 31/07/2026

How do bond traders make money?

Hi, My understanding is that the bond market is many times bigger than the equities market. So how do bond traders make money? Do they simply buy bonds and then try to sell them for more than they paid, or do they try to buy them for a "good" price and hold them to maturity while getting paid the interest along the way? Cheers, Carl

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Portfolio positioning post the Budget 20/05/2026

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

7.37% Active Growth Portfolio

9.89% Shawn’s Trade Ideas

16.62% Active Income Portfolio

21.55% International Equities Portfolio

10.01% Emerging Companies Portfolio

7.40% Core ETF Portfolio

7.37% Active Growth Portfolio 9.89% Shawn’s Trade Ideas 16.62% Active Income Portfolio 21.55% International Equities Portfolio 10.01% Emerging Companies Portfolio 7.40% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns 1 year to 30th June 2026

Latest View Points

CCP

FSLR US

BHP

ACDC

HGEN US

IZZ

OOO

META US

AAPL US

AMZN US

ALL

MGR

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 28/07/2026

Why is DroneShield (ASX: DRO) down ~8%?

DRO is down sharply today following a trading update which delivered a revenue guidance miss while at the same time flagging margin. compression,

ASX:DRO 28/07/2026

Morning Report

What Matters Today: Can EVs and AI drive the next re-rating of ASX miners?

Morning report 04/08/2026

Afternoon Report

The Match Out: ASX surges 1.4%, Credit Corp (CCP) kicks off reporting season

Afternoon report 04/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 31/07/2026

The psychology of investing

Ask James

Question asked 31/07/2026

How do bond traders make money?

Latest View Points

CCP

FSLR US

BHP

ACDC

HGEN US

IZZ

OOO

META US

AAPL US

AMZN US

ALL

MGR

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 28/07/2026

Why is DroneShield (ASX: DRO) down ~8%?

DRO is down sharply today following a trading update which delivered a revenue guidance miss while at the same time flagging margin. compression,

ASX:DRO 28/07/2026

Opinion + Action