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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

0.25%

ABG.AX

AIS.AX

AGL.AX

0.24%

A1M.AX

1.39%

AIZ.AX

1.39%

AAI.AX

-1.9%

ALK.AX

-0.38%

A4N.AX

6.19%

ALQ.AX

0.39%

AMC.AX

2.23%

AOV.AX

AMP.AX

1.65%

ALD.AX

-2.43%

ANN.AX

0.66%

ANZ.AX

1.26%

APA.AX

0.49%

ARU.AX

5.71%

ARB.AX

1.1%

ARF.AX

0.63%

ARG.AX

0.33%

ALL.AX

1.63%

AYA.AX

1.98%

APZ.AX

ASX.AX

1.44%

ALX.AX

-0.79%

AUB.AX

0.73%

AIA.AX

0.27%

AXQ.AX

5.17%

AMI.AX

1.54%

AZJ.AX

-0.12%

ABB.AX

2.09%

ASB.AX

-0.27%

AAC.AX

0.37%

AEF.AX

0.91%

AFI.AX

-3.08%

AUI.AX

0.26%

BOQ.AX

0.9%

BMN.AX

2.48%

BCI.AX

-1.15%

BPT.AX

BGA.AX

-1.06%

BGL.AX

-0.4%

BEN.AX

0.92%

BNZ.AX

4.11%

BHP.AX

-1.68%

BKI.AX

BC8.AX

0.82%

XYZ.AX

0.31%

BSL.AX

1.32%

BOE.AX

3.28%

BXB.AX

0.2%

BVS.AX

2.65%

BRE.AX

-0.26%

BRG.AX

0.96%

BGP.AX

BFL.AX

0.51%

BWP.AX

-0.39%

CMM.AX

0.55%

CSC.AX

0.81%

CAR.AX

-0.04%

CIN.AX

CYL.AX

CAT.AX

3.02%

CWP.AX

0.95%

CNI.AX

0.34%

CIP.AX

0.17%

COF.AX

-1.66%

CGF.AX

0.4%

CIA.AX

2.42%

CHC.AX

0.04%

CLW.AX

0.4%

CQR.AX

0.87%

CQE.AX

4.31%

CNU.AX

0.38%

C79.AX

0.84%

CVL.AX

0.29%

CU6.AX

2.97%

CWY.AX

CBO.AX

1.52%

COH.AX

2.45%

CDA.AX

0.86%

COL.AX

-0.56%

CKF.AX

-0.48%

CBA.AX

0.7%

CPU.AX

0.48%

CEN.AX

-0.78%

CXO.AX

1.02%

CCP.AX

-7.71%

CMW.AX

-1.15%

CSL.AX

1.12%

CCL.AX

-2.77%

DBI.AX

-0.35%

DTL.AX

1.34%

DYL.AX

1.5%

DRR.AX

DVP.AX

-0.84%

DXS.AX

0.58%

DXI.AX

DDR.AX

0.75%

DGT.AX

3.5%

DJW.AX

DMP.AX

0.25%

DOW.AX

0.25%

DPM.AX

-1.02%

DRO.AX

7.58%

DUR.AX

0.46%

DNL.AX

-1.06%

APE.AX

-0.04%

EBO.AX

-0.55%

EIQ.AX

2.26%

ELD.AX

-0.18%

EOS.AX

4.47%

ELV.AX

1.52%

ELS.AX

5.02%

EHL.AX

0.26%

EMR.AX

0.19%

EDV.AX

-0.71%

EQR.AX

5.77%

EVN.AX

0.96%

EVT.AX

1.87%

FDC.AX

1.35%

FCL.AX

FFM.AX

-2.15%

FPH.AX

0.96%

FPR.AX

0.3%

FBU.AX

1.97%

FLT.AX

-1.35%

FRS.AX

FMG.AX

0.48%

FGX.AX

0.37%

FGG.AX

GLF.AX

0.67%

GDG.AX

2.74%

GNE.AX

GMD.AX

0.69%

GNP.AX

-0.11%

GMG.AX

1.02%

GPT.AX

0.49%

GQG.AX

1.09%

GNG.AX

1.04%

GNC.AX

0.09%

GGP.AX

1.99%

G6M.AX

-0.8%

GOZ.AX

-0.45%

GCI.AX

GYG.AX

-0.87%

GWA.AX

-0.42%

HSN.AX

1.88%

HVN.AX

0.61%

HGH.AX

HM1.AX

1.72%

HLI.AX

0.9%

HMC.AX

0.67%

HDN.AX

0.2%

HUB.AX

0.88%

IEL.AX

0.44%

IGO.AX

0.29%

ILU.AX

2.73%

IMD.AX

-0.4%

IMR.AX

2.15%

IFT.AX

0.48%

INA.AX

0.8%

ING.AX

-0.91%

IAG.AX

0.23%

IDX.AX

-0.93%

IPG.AX

0.83%

IPX.AX

1.33%

IPH.AX

0.47%

IRE.AX

1.16%

JHX.AX

3.99%

JBH.AX

-0.05%

JDO.AX

2.03%

JMS.AX

KAR.AX

0.58%

KLS.AX

0.9%

KCN.AX

-1.22%

KKC.AX

0.47%

GLS.AX

LGF.AX

L1G.AX

2.45%

LSF.AX

0.43%

LRV.AX

3.45%

LFS.AX

LLC.AX

0.67%

LFG.AX

0.63%

360.AX

5.61%

LIC.AX

LNW.AX

0.03%

LIN.AX

1.95%

LTR.AX

3.03%

LOV.AX

2.1%

LYL.AX

-0.11%

LYC.AX

1.57%

MA1.AX

0.25%

MAF.AX

1.96%

MGH.AX

MAH.AX

1.29%

MQG.AX

1.25%

MAQ.AX

1.64%

MAD.AX

MFG.AX

2.47%

MMS.AX

0.1%

MPL.AX

-0.1%

MP1.AX

5.63%

MCY.AX

-0.18%

MEZ.AX

0.21%

MSB.AX

1.48%

MLX.AX

0.31%

MTS.AX

-0.16%

MEI.AX

3.95%

MOT.AX

0.62%

MXT.AX

-0.26%

MFF.AX

1.34%

MIN.AX

1.77%

MI6.AX

0.41%

MIR.AX

1.21%

MGR.AX

0.7%

MND.AX

0.46%

MYS.AX

0.41%

NAN.AX

1.57%

NAB.AX

1.44%

NGI.AX

0.42%

NWL.AX

1.07%

NEU.AX

0.59%

NHC.AX

-0.58%

NMG.AX

-1.02%

NEM.AX

1.44%

NWS.AX

1.58%

NXG.AX

0.46%

NXT.AX

1.19%

NHF.AX

0.13%

NCK.AX

0.93%

NIC.AX

-0.31%

NEC.AX

0.76%

NST.AX

0.1%

NWH.AX

-0.42%

NUF.AX

1.97%

OCL.AX

OML.AX

OPH.AX

-1.18%

OBM.AX

-1.07%

ORI.AX

0.9%

ORG.AX

-0.63%

ORA.AX

0.68%

PDN.AX

1.28%

PNR.AX

1.49%

PPC.AX

PPM.AX

2.21%

PRN.AX

0.94%

PPT.AX

0.67%

PCI.AX

0.46%

PRU.AX

0.1%

PXA.AX

1.48%

PNI.AX

3.09%

PL8.AX

1.06%

PLS.AX

1.23%

PGF.AX

PNV.AX

-0.57%

PDI.AX

-6.39%

PMV.AX

-0.37%

PME.AX

1.64%

PWH.AX

-0.4%

PYC.AX

4.95%

QAN.AX

0.53%

QBE.AX

-0.16%

QAL.AX

0.33%

QRI.AX

0.65%

RMS.AX

0.65%

RHC.AX

-0.8%

REA.AX

-0.35%

RDX.AX

1.34%

REH.AX

2.05%

RF1.AX

0.28%

RPL.AX

2.88%

RG1.AX

0.4%

RGN.AX

0.42%

REG.AX

RRL.AX

0.65%

RWC.AX

1.54%

RMD.AX

1.69%

RSG.AX

-1.6%

SGLLV.AX

-0.72%

RIC.AX

RIO.AX

-0.11%

RXL.AX

1.32%

RFF.AX

-0.91%

RYM.AX

0.56%

SFR.AX

1.02%

STO.AX

-0.52%

SCG.AX

0.13%

SEK.AX

1.63%

SHV.AX

-0.24%

SRV.AX

1.08%

SSM.AX

0.41%

SGH.AX

1.1%

SHA.AX

SIG.AX

SLX.AX

1.69%

SGM.AX

1.44%

SDR.AX

1.49%

SKS.AX

7.88%

SKC.AX

0.97%

SIQ.AX

-0.46%

SHL.AX

-0.85%

S32.AX

0.87%

SX2.AX

0.65%

SXE.AX

2.05%

SPK.AX

SRG.AX

0.89%

SBM.AX

SMR.AX

0.22%

SDF.AX

1.14%

SGP.AX

0.83%

SKG.AX

-0.39%

SNZ.AX

-0.14%

SUN.AX

0.57%

SRL.AX

0.74%

SUL.AX

0.37%

SLC.AX

1.43%

SNL.AX

-0.75%

SYL.AX

-0.74%

TAH.AX

-1.11%

TEA.AX

0.94%

TNE.AX

2.39%

TLX.AX

0.28%

TLS.AX

-0.1%

TPW.AX

0.72%

A2M.AX

-1.31%

TLC.AX

-2.32%

SGR.AX

3.7%

TVN.AX

THL.AX

TWR.AX

TPG.AX

TCL.AX

-0.27%

TWE.AX

-0.38%

TUA.AX

0.93%

TCG.AX

-0.81%

TRA.AX

UNI.AX

VAU.AX

1.03%

VNT.AX

0.77%

VCX.AX

0.19%

VGN.AX

1.4%

VGL.AX

VEA.AX

-1.79%

VUL.AX

4.2%

VSL.AX

VYS.AX

0.89%

WA1.AX

1.8%

WGN.AX

0.12%

WAM.AX

0.32%

WGB.AX

0.45%

WLE.AX

0.36%

SOL.AX

1.16%

WPR.AX

-0.4%

WQG.AX

0.99%

WEB.AX

-0.85%

WBT.AX

2.93%

WES.AX

-0.25%

WAF.AX

2.26%

WGX.AX

0.63%

WBC.AX

0.81%

WHF.AX

1.04%

WHC.AX

0.28%

WIA.AX

1.74%

WTC.AX

1.46%

WDS.AX

-0.34%

WOW.AX

-0.85%

WOR.AX

0.51%

XRO.AX

3.06%

YAL.AX

-0.18%

ZIM.AX

0.84%

ZIP.AX

2.73%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.90	0.48	0.32
SSO ASX Small Caps	14.34	0.14	0.99
IVV S&P 500	72.24	1.01	1.42
NDQ Nasdaq	59.77	0.84	1.43
F100 FTSE 100	15.51	0.02	0.13
ASIA Asia Tech	19.73	0.22	1.13
IEU Europe	100.01	0.51	0.51
IEM Emerging Markets	92.91	0.44	0.48
Gold Gold	53.04	0.18	0.34
ACDC Battery Tech	125.44	2.02	1.64

COMMODITIES	Close($)	-/+	%
Gold	4,057.57	4.92	0.12
Silver	58.29	0.1085	0.19
Platinum	1,635.63	8.2386	0.51
Palladium	1,264.46	-0.3824	-0.03
Ice Brent Crude	90.09	1.06	1.19
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7005	0.0007	0.1
Euro	1.1514	0.0011	0.1
British Pound	1.3431	0.0003	0.02
Canadian Dollar	1.4038	-0.0005	-0.04
New Zealand Dollar	0.5870	0	0
Chinese Yuan	6.7523	0.0014	0.02
Japanese Yen	157.2900	0.21	0.13

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	2.08%	139.34%	0.30 0.85
BGL	Bellevue Gold Ltd	1.26	-0.79%	55.56%	0.78 2.00
BHP	Bhp Group Ltd	59.63	-1.8%	54.82%	39.18 65.98
FMG	Fortescue Ltd	17.89	0.51%	4.16%	17.73 23.38
NHC	New Hope Corporation Ltd	5.12	-0.58%	24.16%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.08	0.43%	8.39%	5.94 9.90
NEM	Newmont Cdi	136.20	1.17%	0.00%	95.05 190.91
NXG	Nexgen Ene Cdi	13.06	0.46%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	19.34	0.99%	78.10%	10.61 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SKS	Sks Technologies	8.62	7.88
DRO	Droneshield	1.95	7.58
A4N	Alpha Hpa	0.52	6.19
EQR	Eq Resources	0.28	5.77
ARU	Arafura Rare Ear	0.19	5.71
MP1	Megaport	18.95	5.63
360	Life360 Inc.	27.00	5.61
AXQ	Aura Consolidate	3.16	5.17
ELS	Elsight	6.48	5.02
PYC	Pyc Therapeutics	1.91	4.95

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
CCP	Credit Corp Grou	12.69	-7.71
PDI	Predictive Disco	0.62	-6.39
AFI	Australian Found	6.60	-3.08
CCL	Cuscal	4.92	-2.77
ALD	Ampol	38.96	-2.43
TLC	The Lottery Corp	5.47	-2.32
FFM	Firefly Metals	1.82	-2.15
AAI	Alcoa Corpor Cdi	63.95	-1.9
VEA	Viva Energy Grp	2.74	-1.79
BHP	Bhp Group	59.70	-1.68

OPINION

Latest Market Matters Opinions

04/08/2026 09:30

First Up

The ASX 200 erased early losses on Monday to start August on the front foot, closing up +0.5%, back above the psychological 9000 level. Gains were broad-based, with fewer than 30% of ASX stocks closing lower. Just as importantly, selling pressure was limited; the day's worst performer, Fortescue (FMG), fell only 3.8%, while six stocks rallied more than 5%, highlighting the market's underlying strength.

04/08/2026 09:28

Korean KOSPI Index

The KOSPI fell more than -5% on Monday, giving back part of Friday's record +18% bounce as traders locked in short-term profits and further unwound leverage-driven positions. Samsung Electronics and SK Hynix each dropped around 9%, while foreign investors were net sellers, retail investors bought the dip.

ACTION

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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: Good buying from morning lows see’s the ASX finish higher

Afternoon report 03/08/2026

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

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Latest View Points

FSLR US

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IZZ

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AAPL US

AMZN US

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MGR

JBH

Chart of the week

Bitcoin ($US)

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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: Good buying from morning lows see’s the ASX finish higher

Afternoon report 03/08/2026

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

FSLR US

BHP

ACDC

HGEN US

IZZ

OOO

META US

AAPL US

AMZN US

ALL

MGR

JBH

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