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

-1.51%

ABG.AX

-1.09%

AIS.AX

5.33%

AGL.AX

0.62%

A1M.AX

4.61%

AIZ.AX

AAI.AX

2.33%

ALK.AX

1.44%

A4N.AX

-0.85%

ALQ.AX

-0.94%

AMC.AX

-1%

AOV.AX

-0.15%

AMP.AX

0.59%

ALD.AX

2.2%

ANN.AX

0.22%

ANZ.AX

-0.96%

APA.AX

0.6%

ARU.AX

-2.22%

ARB.AX

-0.67%

ARF.AX

-0.61%

ARG.AX

-0.67%

ALL.AX

0.44%

AYA.AX

0.53%

APZ.AX

-2.72%

ASX.AX

-1.3%

ALX.AX

-0.4%

AUB.AX

-0.28%

AIA.AX

-2.32%

AXQ.AX

-17.73%

AZJ.AX

2.91%

ABB.AX

0.21%

ASB.AX

-0.28%

AAC.AX

1.12%

AEF.AX

-1.56%

AFI.AX

-0.43%

AUI.AX

0.46%

BOQ.AX

-0.63%

BMN.AX

-4%

BCI.AX

BPT.AX

2.29%

BGA.AX

0.34%

BGL.AX

2.33%

BEN.AX

-0.38%

BNZ.AX

-3.25%

BHP.AX

0.63%

BKI.AX

-0.27%

BC8.AX

XYZ.AX

1.88%

BSL.AX

0.13%

BOE.AX

-3.85%

BXB.AX

0.69%

BVS.AX

7.62%

BRE.AX

-0.26%

BRG.AX

0.16%

BGP.AX

BFL.AX

BWP.AX

-1.28%

CMM.AX

-1.01%

CSC.AX

CAR.AX

-1.89%

CIN.AX

CYL.AX

-0.52%

CAT.AX

0.6%

CWP.AX

1.17%

CNI.AX

-1.41%

CIP.AX

-1.65%

COF.AX

CGF.AX

-0.66%

CIA.AX

0.76%

CHI.AX

CHC.AX

-1.26%

CLW.AX

-0.82%

CQR.AX

-1.78%

CQE.AX

-1.51%

CNU.AX

0.38%

C79.AX

-3.09%

CVL.AX

-1.94%

CU6.AX

-0.83%

CWY.AX

-0.44%

CUV.AX

-0.29%

CBO.AX

-1.13%

COH.AX

1.57%

CDA.AX

-0.14%

COL.AX

-1.04%

CKF.AX

1.66%

CBA.AX

-0.41%

CPU.AX

-1.03%

CEN.AX

CXO.AX

CCP.AX

0.31%

CMW.AX

-1.18%

CSL.AX

1.34%

CCL.AX

0.2%

DBI.AX

0.35%

DTL.AX

1.38%

DTR.AX

-11.11%

DYL.AX

-5.38%

DRR.AX

DVP.AX

1.56%

DXS.AX

-0.35%

DXI.AX

-0.41%

DDR.AX

2.67%

DGT.AX

DJW.AX

DMP.AX

4.95%

DOW.AX

DPM.AX

-1.28%

DRO.AX

0.88%

DUR.AX

-2.58%

DNL.AX

2.47%

APE.AX

-0.38%

EBO.AX

0.97%

EIQ.AX

-5.88%

ELD.AX

1.08%

EOS.AX

-0.62%

ELV.AX

0.68%

ELS.AX

-0.27%

EHL.AX

1.54%

EMR.AX

1.9%

EDV.AX

-0.86%

ERA.AX

EQR.AX

3.85%

EUR.AX

-1.52%

EVN.AX

3.15%

EVT.AX

-0.24%

FDC.AX

0.89%

FCL.AX

-0.97%

FFM.AX

1.45%

FPH.AX

-0.21%

FPR.AX

-1.36%

FBU.AX

0.33%

FLT.AX

0.08%

FRS.AX

-2.63%

FMG.AX

1.33%

FRW.AX

FGX.AX

-2.88%

FGG.AX

-2.29%

GLF.AX

-0.22%

GDG.AX

-3.76%

GNE.AX

-0.47%

GMD.AX

2.04%

GNP.AX

-1.2%

GMG.AX

-2.71%

GPT.AX

-1.22%

GQG.AX

-2.44%

GNG.AX

1.02%

GNC.AX

-0.61%

GGP.AX

-1.67%

GOZ.AX

-0.46%

GCI.AX

GYG.AX

1.08%

GWA.AX

-0.43%

HSN.AX

-3.46%

HVN.AX

-1.26%

HGH.AX

2.49%

HM1.AX

-0.33%

HLI.AX

-2.49%

HMC.AX

-0.35%

HDN.AX

-1.17%

HUB.AX

-0.63%

IEL.AX

3.26%

IGO.AX

0.75%

ILU.AX

-0.77%

IMD.AX

-1.82%

IMR.AX

-8.49%

IFT.AX

-1.48%

INA.AX

-1.19%

ING.AX

IAG.AX

-0.6%

IDX.AX

-0.48%

IPG.AX

-2.56%

IPX.AX

4.51%

IPH.AX

1.49%

IRE.AX

1.59%

JHX.AX

1.6%

JBH.AX

-1.15%

JDO.AX

-0.54%

JMS.AX

KAR.AX

3.81%

KLS.AX

-1.4%

KCN.AX

-16.09%

KKC.AX

0.48%

GLS.AX

LGF.AX

0.5%

L1G.AX

-2.89%

LSF.AX

1.83%

LRV.AX

-3.16%

LFS.AX

LLC.AX

0.67%

LFG.AX

-6.07%

360.AX

1.68%

LIC.AX

-1.15%

LNW.AX

7.98%

LIN.AX

-6.75%

LTR.AX

-0.35%

LOV.AX

-0.04%

LYL.AX

LYC.AX

-0.06%

MA1.AX

-0.25%

MAF.AX

-1.1%

MGH.AX

-0.52%

MAH.AX

4.52%

MQG.AX

-0.38%

MAQ.AX

0.06%

MAD.AX

-2.3%

MFG.AX

-2.62%

MMS.AX

-0.15%

MPL.AX

-0.59%

MP1.AX

-0.25%

MCY.AX

-2.97%

MEZ.AX

-2.54%

MSB.AX

1.28%

MLX.AX

2.42%

MTS.AX

-3.9%

MOT.AX

MXT.AX

-0.26%

MFF.AX

-0.19%

MIN.AX

1.48%

MI6.AX

-1.63%

MIR.AX

0.78%

MGR.AX

-0.29%

MND.AX

1.55%

MYS.AX

0.83%

NAN.AX

-0.31%

NAB.AX

-0.85%

NGI.AX

0.83%

NWL.AX

-2.15%

NEU.AX

1.15%

NHC.AX

2.11%

NEM.AX

0.51%

NWS.AX

1.25%

NXG.AX

-3.23%

NXT.AX

-3.19%

NHF.AX

-0.14%

NCK.AX

-2.62%

NIC.AX

-0.57%

NEC.AX

1.05%

NST.AX

-0.1%

NWH.AX

-0.29%

NUF.AX

2.21%

OCL.AX

-1.45%

OML.AX

0.65%

OPH.AX

OBM.AX

ORI.AX

1.08%

ORG.AX

2.15%

ORA.AX

-0.72%

PDN.AX

-5.99%

PNR.AX

-1.72%

PPC.AX

0.84%

PPM.AX

0.62%

PRN.AX

PPT.AX

-0.58%

PCI.AX

0.46%

PRU.AX

0.21%

PXA.AX

-1.63%

PNI.AX

-1.9%

PL8.AX

0.71%

PLS.AX

1.12%

PGF.AX

0.62%

PNV.AX

0.49%

PDI.AX

-1.48%

PMV.AX

-0.07%

PME.AX

-2.08%

PWH.AX

2.29%

PYC.AX

-2.26%

QAN.AX

-1.73%

QBE.AX

1.14%

QAL.AX

0.3%

QRI.AX

RMS.AX

1.69%

RHC.AX

1.32%

REA.AX

-0.07%

RDX.AX

2.22%

REH.AX

0.96%

RF1.AX

0.56%

RPL.AX

0.32%

RG1.AX

0.4%

RGN.AX

-0.42%

REG.AX

-2.27%

RRL.AX

2.01%

RWC.AX

RMD.AX

0.14%

RSG.AX

1.64%

SGLLV.AX

1.47%

RIC.AX

1.87%

RIO.AX

-0.26%

RXL.AX

RFF.AX

5.26%

RYM.AX

-4.49%

SFR.AX

1.51%

STO.AX

1.32%

SCG.AX

-1.03%

SEK.AX

4.98%

SHV.AX

-1.04%

SRV.AX

2.07%

SSM.AX

-1.59%

SGH.AX

-1.38%

SHA.AX

-2.48%

SIG.AX

SLX.AX

-9.52%

SGM.AX

1.15%

SDR.AX

2.52%

SKS.AX

SIQ.AX

SHL.AX

2.29%

S32.AX

2.02%

SX2.AX

-0.34%

SXE.AX

-0.22%

SPK.AX

0.96%

SRG.AX

1.43%

SBM.AX

2.25%

SMR.AX

8.13%

SDF.AX

0.96%

SGP.AX

0.25%

SKG.AX

-0.39%

SNZ.AX

SUN.AX

0.05%

SRL.AX

-4.99%

SUL.AX

-1.15%

SLC.AX

-0.32%

SNL.AX

0.25%

SYL.AX

1.1%

TAH.AX

1.2%

TEA.AX

0.11%

TNE.AX

-1.31%

TLX.AX

-1.31%

TLS.AX

0.2%

TPW.AX

-0.37%

A2M.AX

0.71%

TLC.AX

1.08%

SGR.AX

8.25%

TVN.AX

-6.06%

THL.AX

-1.64%

TWR.AX

TPG.AX

TCL.AX

-0.81%

TWE.AX

3.75%

TUA.AX

-0.86%

TCG.AX

2.86%

UNI.AX

-0.53%

VAU.AX

1.43%

VNT.AX

-1.69%

VCX.AX

-1.89%

VGN.AX

-0.69%

VEA.AX

2.15%

VUL.AX

0.73%

VSL.AX

1.83%

WA1.AX

-2.12%

WGN.AX

-1.89%

WAM.AX

0.64%

WGB.AX

WLE.AX

SOL.AX

-0.82%

WPR.AX

-0.41%

WQG.AX

-1.99%

WEB.AX

-0.39%

WBT.AX

WES.AX

-0.08%

WAF.AX

-0.7%

WGX.AX

1.71%

WBC.AX

-0.7%

WHF.AX

-1.04%

WHC.AX

3.05%

WIA.AX

-7.45%

WC8.AX

-7.45%

WTN.AX

WTC.AX

4.29%

WDS.AX

WOW.AX

-1.03%

WOR.AX

0.47%

XRO.AX

0.8%

YAL.AX

2.77%

ZIM.AX

-0.15%

ZIP.AX

-2.96%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.83	-0.03	-0.02
SSO ASX Small Caps	14.30	-0.03	-0.21
IVV S&P 500	72.16	-0.12	-0.17
NDQ Nasdaq	61.65	-0.08	-0.13
F100 FTSE 100	15.03	-0.03	-0.2
ASIA Asia Tech	20.33	-0.08	-0.39
IEU Europe	97.77	0.3	0.31
IEM Emerging Markets	93.86	-0.5	-0.53
Gold Gold	53.18	-0.33	-0.62
ACDC Battery Tech	130.88	-0.01	-0.01

COMMODITIES	Close($)	-/+	%
Gold	4,023.23	23.0076	0.58
Silver	58.16	0.5175	0.9
Platinum	1,608.97	3.97	0.25
Palladium	1,269.13	22.2334	1.78
Ice Brent Crude	83.32	7.31	9.62
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6952	0.0036	0.52
Euro	1.1399	0.0021	0.18
British Pound	1.3380	0.0034	0.25
Canadian Dollar	1.4082	-0.0072	-0.51
New Zealand Dollar	0.5804	0.0056	0.97
Chinese Yuan	6.7781	-0.0014	-0.02
Japanese Yen	162.1700	-0.25	-0.15

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.80	4.61%	137.50%	0.30 0.80
BGL	Bellevue Gold Ltd	1.32	2.33%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	58.71	0.63%	48.22%	38.66 65.98
FMG	Fortescue Ltd	19.02	1.33%	10.54%	16.51 23.38
NHC	New Hope Corporation Ltd	5.33	2.11%	28.57%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.77	3.05%	22.80%	5.94 9.90
NEM	Newmont Cdi	134.96	0.51%	0.00%	87.54 190.91
NXG	Nexgen Ene Cdi	13.20	-3.23%	0.00%	9.89 20.47
SFR	Sandfire Resources Ltd	18.85	1.51%	68.82%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SGR	The Star Enterta	0.11	8.25
SMR	Stanmore Resourc	2.66	8.13
LNW	Light & Wo Cdi 1	111.60	7.98
BVS	Bravura Solution	2.40	7.62
AIS	Aeris Resources	0.40	5.33
RFF	Rural Funds Grou	2.20	5.26
SEK	Seek	13.92	4.98
DMP	Domino's Pizza E	16.75	4.95
A1M	Aic Mines	0.80	4.61
MAH	Macmahon Holding	0.93	4.52

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
AXQ	Aura Consolidate	5.01	-17.73
KCN	Kingsgate Consol	3.65	-16.09
DTR	Dateline Resourc	0.16	-11.11
SLX	Silex Systems	4.75	-9.52
IMR	Imricor Medical	1.67	-8.49
WC8	Wildcat Resource	0.44	-7.45
WIA	Wia Gold	0.44	-7.45
LIN	Lindian Resource	0.76	-6.75
LFG	Liberty Financia	3.25	-6.07
TVN	Tivan	0.31	-6.06

OPINION

Latest Market Matters Opinions

14/07/2026 16:56

What Mattered Today

Another session where stocks were hit early before a spirited fightback saw the index little changed, recovering ~50pts from the session low. It certainly seems the market wants to go up; it just can’t get any clear air out of the Middle East. The ASX 200 finished virtually unchanged on Tuesday as weakness in the banks, consumer staples and property stocks was offset by strong gains across energy and materials.

14/07/2026 16:31

Broker Moves

• Clover Corp. Rated New Buy at PAC Partners; PT A$1.28 • Computershare Cut to Neutral at Citi; PT A$40 • Elevra Lithium Rated New Buy at UBS; PT A$12 • Rural Funds Trust Raised to Buy at UBS; PT A$2.32 • Woolworths Group Cut to Underperform at RBC; PT A$35

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: Should we sell when insiders do?

Morning report 14/07/2026

Afternoon Report

The Match Out: The market ‘wants’ to go up

Afternoon report 14/07/2026

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?

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

BRG

VNT

LNW

WTC

XRO

DRO

SMH US

CORO US

RSP US

BHP US