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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

3.39%

4DX.AX

-8.41%

ABG.AX

-0.27%

AIS.AX

3.09%

AGL.AX

-0.36%

A1M.AX

2.03%

AIZ.AX

-1.37%

AAI.AX

1.13%

ALK.AX

3.58%

A4N.AX

-3.3%

ALQ.AX

-0.45%

AMC.AX

-1.56%

AOV.AX

AMP.AX

4.11%

ALD.AX

0.99%

ANN.AX

ANZ.AX

-0.73%

APA.AX

-0.8%

ARU.AX

2.63%

ARB.AX

1.84%

ARF.AX

1.55%

ARG.AX

ALL.AX

-1.07%

AYA.AX

-0.68%

APZ.AX

-0.57%

ASX.AX

-1.64%

ALX.AX

-0.6%

AUB.AX

-1.28%

AIA.AX

-1.21%

AXQ.AX

6.82%

AMI.AX

4.93%

AZJ.AX

0.24%

AUC.AX

8.02%

ABB.AX

0.51%

ASB.AX

AAC.AX

-1.46%

AEF.AX

1.79%

AFI.AX

AUI.AX

0.69%

BOQ.AX

-1.12%

BMN.AX

2.69%

BCI.AX

-1.69%

BPT.AX

-1.13%

BGA.AX

-0.08%

BGL.AX

4.64%

BEN.AX

-1.47%

BNZ.AX

2.32%

BHP.AX

0.32%

BKI.AX

1.82%

BC8.AX

5.02%

XYZ.AX

-4.23%

BSL.AX

-0.24%

BOE.AX

2.63%

BXB.AX

-0.27%

BVS.AX

-0.88%

BRE.AX

-3.59%

BRG.AX

BGP.AX

BFL.AX

BWP.AX

0.39%

CMM.AX

4.38%

CSC.AX

CAR.AX

-0.55%

CIN.AX

1.43%

CYL.AX

3.97%

CAT.AX

2.65%

CWP.AX

2.75%

CNI.AX

-0.34%

CIP.AX

COF.AX

-0.28%

CHN.AX

3.98%

CGF.AX

0.2%

CIA.AX

-0.43%

CHC.AX

0.46%

CLW.AX

0.79%

CQR.AX

3.08%

CQE.AX

CNU.AX

0.38%

C79.AX

7.97%

CVL.AX

-0.28%

CU6.AX

-1.12%

CWY.AX

0.84%

CBO.AX

0.28%

COH.AX

-0.44%

CDA.AX

0.95%

COL.AX

-1.27%

CKF.AX

0.86%

CBA.AX

-1.1%

CPU.AX

-0.62%

CEN.AX

0.66%

CXO.AX

-0.93%

CCP.AX

0.52%

CMW.AX

CSL.AX

-0.28%

CCL.AX

0.78%

DBI.AX

-0.88%

DTL.AX

-0.25%

DYL.AX

2.55%

DRR.AX

0.58%

DVP.AX

-1.13%

DXS.AX

0.16%

DXI.AX

DDR.AX

DGT.AX

0.36%

DJW.AX

DMP.AX

-2.31%

DOW.AX

-0.19%

DPM.AX

2.83%

DRO.AX

-5.04%

DUR.AX

-3.49%

DNL.AX

1.18%

APE.AX

0.78%

EBO.AX

-1.16%

EIQ.AX

-6.45%

ELD.AX

-0.09%

EOS.AX

ELV.AX

3.56%

ELS.AX

0.43%

EHL.AX

EMR.AX

3.67%

EDV.AX

2.57%

EQR.AX

-3.91%

EUR.AX

EVN.AX

1.58%

EVT.AX

0.56%

FDC.AX

1.69%

FCL.AX

-0.51%

FFM.AX

2.14%

FPH.AX

-0.72%

FPR.AX

2.06%

FBU.AX

-0.32%

FLT.AX

-0.44%

FML.AX

-4.27%

FRS.AX

-0.65%

FMG.AX

-1.41%

FRW.AX

0.17%

FGX.AX

FGG.AX

0.3%

GLF.AX

-0.23%

GDG.AX

GNE.AX

2.11%

GMD.AX

3.79%

GNP.AX

-0.74%

GMG.AX

0.3%

GPT.AX

GQG.AX

0.52%

GNG.AX

-1.32%

GNC.AX

0.18%

GGP.AX

1.6%

G6M.AX

-6.87%

GOZ.AX

-0.44%

GCI.AX

GYG.AX

-0.36%

GWA.AX

-1.02%

HSN.AX

0.45%

HVN.AX

0.5%

HGH.AX

2.26%

HM1.AX

-0.33%

HLI.AX

-0.68%

HMC.AX

-0.79%

HDN.AX

-0.39%

HUB.AX

-1.59%

IEL.AX

-1.54%

IGO.AX

2.76%

ILU.AX

6.93%

IMD.AX

-0.9%

IMR.AX

-0.26%

IFT.AX

-0.08%

INA.AX

-0.33%

ING.AX

IAG.AX

IDX.AX

-2.69%

IPG.AX

0.62%

IPX.AX

-0.29%

IPH.AX

-0.12%

IRE.AX

-0.95%

JHX.AX

4.58%

JBH.AX

-0.31%

JDO.AX

-2.17%

JMS.AX

0.94%

KAR.AX

-0.6%

KLS.AX

1.99%

KCN.AX

3.13%

KKC.AX

0.47%

GLS.AX

0.48%

LGF.AX

1.21%

L1G.AX

-1.59%

LSF.AX

1.74%

LRV.AX

-0.39%

LFS.AX

LLC.AX

0.96%

LFG.AX

1.23%

360.AX

-0.64%

LIC.AX

0.19%

LNW.AX

7.34%

LIN.AX

LTR.AX

5.09%

LOV.AX

0.63%

LYL.AX

-0.23%

LYC.AX

4.52%

MA1.AX

0.51%

MAF.AX

2.35%

MGH.AX

-0.09%

MAH.AX

-3.16%

MQG.AX

-0.66%

MAQ.AX

-1.14%

MAD.AX

-0.13%

MFG.AX

-1.15%

MMS.AX

0.94%

MPL.AX

0.66%

MP1.AX

-0.84%

MCY.AX

1.78%

MEZ.AX

MSB.AX

-0.45%

MLX.AX

2.92%

MTS.AX

0.64%

MEI.AX

-4.76%

MOT.AX

1.56%

MXT.AX

MFF.AX

MIN.AX

3.07%

MI6.AX

9.25%

MIR.AX

MGR.AX

0.14%

MND.AX

-0.79%

MYS.AX

-0.6%

NAN.AX

0.71%

NAB.AX

-1.17%

NGI.AX

-1.54%

NWL.AX

-1.89%

NEU.AX

4.78%

NHC.AX

0.97%

NMG.AX

4.9%

NEM.AX

2.1%

NWS.AX

-1.05%

NXG.AX

2.84%

NXT.AX

-0.63%

NHF.AX

0.6%

NCK.AX

NIC.AX

0.9%

NEC.AX

-0.74%

NST.AX

1.58%

NWH.AX

-0.28%

NUF.AX

-1.5%

OCL.AX

-0.68%

OML.AX

-0.63%

OPH.AX

OBM.AX

1.33%

ORI.AX

0.57%

ORG.AX

-0.09%

ORA.AX

0.66%

PDN.AX

3.92%

PNR.AX

3.7%

PPC.AX

-1.1%

PPM.AX

-0.14%

PRN.AX

1.73%

PPT.AX

-0.72%

PCI.AX

PRU.AX

2.76%

PXA.AX

2.42%

PNI.AX

-2.65%

PL8.AX

-1.21%

PLS.AX

6.16%

PGF.AX

-0.59%

PNV.AX

1.71%

PDI.AX

4.83%

PMV.AX

2.09%

PME.AX

-1.29%

PWH.AX

-0.46%

PYC.AX

-3.99%

QAN.AX

-0.61%

QBE.AX

0.51%

QAL.AX

0.62%

QRI.AX

-0.16%

RMS.AX

3.02%

RHC.AX

1.15%

REA.AX

0.69%

RDX.AX

0.52%

REH.AX

-0.38%

RF1.AX

-0.82%

RPL.AX

-2.93%

RG1.AX

-0.39%

RGN.AX

0.41%

REG.AX

-0.62%

RRL.AX

3.12%

RWC.AX

-0.8%

RMD.AX

-5.97%

RSG.AX

3.43%

SGLLV.AX

-1.89%

RIC.AX

0.69%

RIO.AX

0.33%

RXL.AX

-0.54%

RFF.AX

RYM.AX

0.88%

SFR.AX

1.03%

SMI.AX

-0.88%

STO.AX

0.59%

SCG.AX

0.64%

SEK.AX

-0.33%

SHV.AX

-0.95%

SRV.AX

0.3%

SSM.AX

SGH.AX

0.28%

SHA.AX

-2.16%

SIG.AX

-0.17%

SLX.AX

1.14%

SGM.AX

-0.07%

SDR.AX

0.8%

SKS.AX

-3.43%

SKC.AX

-0.49%

SIQ.AX

-0.07%

SHL.AX

0.18%

S32.AX

2.17%

SX2.AX

3.54%

SXE.AX

-0.88%

SPK.AX

-0.91%

SRG.AX

-1.44%

SBM.AX

4.05%

SMR.AX

0.83%

SDF.AX

-0.47%

SGP.AX

-0.69%

SKG.AX

-0.39%

SNZ.AX

1.9%

SUN.AX

0.15%

SRL.AX

0.44%

SUL.AX

-1.24%

SLC.AX

SNL.AX

1.55%

SYL.AX

-1.11%

TAH.AX

-2.73%

TEA.AX

-0.23%

TNE.AX

0.71%

TLX.AX

6.12%

TLS.AX

-0.1%

TPW.AX

-0.48%

A2M.AX

-1.15%

TLC.AX

0.09%

SGR.AX

TVN.AX

THL.AX

4.35%

TWR.AX

TPG.AX

1.11%

TCL.AX

-0.55%

TWE.AX

2.85%

TUA.AX

0.46%

TCG.AX

4.69%

TRA.AX

UNI.AX

-0.82%

VAU.AX

3.52%

VNT.AX

-0.5%

VCX.AX

0.56%

VGN.AX

-1.03%

VMM.AX

1.71%

VGL.AX

VEA.AX

1.14%

VUL.AX

3.28%

VSL.AX

1.65%

VYS.AX

4.48%

WA1.AX

1.98%

WGN.AX

3.49%

WAM.AX

1.27%

WGB.AX

WLE.AX

SOL.AX

0.66%

WPR.AX

-1.19%

WQG.AX

-0.49%

WEB.AX

-1.58%

WBT.AX

-1.57%

WES.AX

-0.15%

WAF.AX

4.82%

WGX.AX

2.85%

WBC.AX

-1.27%

WHF.AX

-0.2%

WHC.AX

1.58%

WIA.AX

WC8.AX

-0.67%

WTN.AX

WTC.AX

3.64%

WDS.AX

0.91%

WOW.AX

WOR.AX

-0.64%

XRO.AX

1.13%

YAL.AX

-0.53%

ZIM.AX

-0.26%

ZIP.AX

-4.05%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	154.62	0.1	0.06
SSO ASX Small Caps	15.02	0.06	0.4
IVV S&P 500	72.99	-0.06	-0.08
NDQ Nasdaq	60.88	0.175	0.29
F100 FTSE 100	15.50	0	0
ASIA Asia Tech	19.70	-0.08	-0.4
IEU Europe	100.54	0.19	0.19
IEM Emerging Markets	93.10	0.29	0.31
Gold Gold	55.32	-0.16	-0.29
ACDC Battery Tech	127.46	0.93	0.74

COMMODITIES	Close($)	-/+	%
Gold	4,256.65	17.42	0.41
Silver	62.18	0.6999	1.14
Platinum	1,737.84	8.59	0.5
Palladium	1,368.60	-2.2966	-0.17
Ice Brent Crude	83.08	-7.04	-7.81
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7021	-0.0009	-0.13
Euro	1.1517	-0.0007	-0.06
British Pound	1.3447	-0.0006	-0.04
Canadian Dollar	1.4018	0.0006	0.04
New Zealand Dollar	0.5862	-0.0007	-0.12
Chinese Yuan	6.7473	-0.0015	-0.02
Japanese Yen	158.3800	0	0

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.76	2.03%	134.92%	0.30 0.85
BGL	Bellevue Gold Limited	1.52	4.3%	64.33%	0.84 2.00
BHP	Bhp Group Ltd	63.02	0.31%	57.44%	39.30 65.98
FMG	Fortescue Ltd	18.18	-1.49%	-0.70%	17.65 23.38
NHC	New Hope Corporation Ltd	5.23	1.06%	17.77%	3.77 6.17
WHC	Whitehaven Coal Limited	7.42	1.78%	8.48%	5.94 9.90
NEM	Newmont Cdi	151.69	1.92%	0.00%	104.51 190.91
NXG	Nexgen Ene Cdi	14.50	2.87%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	21.05	0.91%	85.42%	11.33 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
MI6	Minerals 260	0.80	9.25
AUC	Ausgold	1.01	8.02
C79	Chrysos Corporat	6.37	7.97
LNW	Light & Wo Cdi 1	126.75	7.34
ILU	Iluka Resources	7.25	6.93
AXQ	Aura Consolidate	3.29	6.82
PLS	Pls Group	4.57	6.16
TLX	Telix Pharmaceut	15.96	6.12
LTR	Liontown	1.14	5.09
BC8	Black Cat Syndic	1.10	5.02

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
4DX	4dmedical	4.25	-8.41
G6M	Group 6 Metals	3.12	-6.87
EIQ	Echoiq	1.45	-6.45
RMD	Resmed Inc	29.60	-5.97
DRO	Droneshield	2.17	-5.04
MEI	Meteoric Resourc	0.20	-4.76
FML	Focus Minerals L	1.91	-4.27
XYZ	Block Cdi	113.41	-4.23
ZIP	Zip Co	2.84	-4.05
PYC	Pyc Therapeutics	2.05	-3.99

OPINION

Latest Market Matters Opinions

07/08/2026 09:55

Russell 3000 Index

The broad-based Russell 3000 index is another US bourse that’s surged to new highs this week on optimism around the Gulf of Hormuz and a strong reporting season. However, as we saw overnight, equities remain highly sensitive to developments in the US-Iran negotiations. It will be difficult for markets to build on recent gains until there is greater certainty on the geopolitical front and oil prices begin to ease.

07/08/2026 09:54

The Trade Desk (NASDAQ: TTD) $US17.67

The Trade Desk delivered a weak 2Q result after the close and issued a disappointing outlook, sending shares down ~20% after hours. Revenue growth slowed to just 3%, while earnings and EBITDA both missed consensus.

ACTION

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Market Matters Content

ETF Friday: Four ETFs to watch as the miners power the ASX to new highs

Morning report 07/08/2026

Afternoon Report

The Match Out: ASX higher but loses some steam into the afternoon, REA provides a more pragmatic view on housing

Afternoon report 06/08/2026

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

REA

BXB

AZJ

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SGH

CCP

FSLR US

BHP

ACDC

HGEN US

IZZ

OOO

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 30/07/2026

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 30/07/2026

Morning Report

ETF Friday: Four ETFs to watch as the miners power the ASX to new highs

Morning report 07/08/2026

Afternoon Report

The Match Out: ASX higher but loses some steam into the afternoon, REA provides a more pragmatic view on housing

Afternoon report 06/08/2026

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

REA

BXB

AZJ

LLC

SGH

CCP

FSLR US

BHP

ACDC

HGEN US

IZZ

OOO

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 30/07/2026

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 30/07/2026

Opinion + Action