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ANALYSIS

Market Analysis

4DX.AX

ABG.AX

AIS.AX

AGL.AX

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AIZ.AX

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ASX.AX

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BRE.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	153.81	0	0
SSO ASX Small Caps	14.72	0	0
IVV S&P 500	73.33	0	0
NDQ Nasdaq	61.53	0	0
F100 FTSE 100	15.51	0	0
ASIA Asia Tech	20.56	0	0
IEU Europe	100.24	0	0
IEM Emerging Markets	94.60	0	0
Gold Gold	54.07	0	0
ACDC Battery Tech	131.85	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,262.97	17.5725	0.41
Silver	62.13	0.054	0.09
Platinum	1,736.08	1.2217	0.07
Palladium	1,367.34	3.9351	0.29
Ice Brent Crude	90.09	1.06	1.19
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7057	0	0
Euro	1.1553	0.0002	0.02
British Pound	1.3465	-0.0001	-0.01
Canadian Dollar	1.4009	0.0001	0.01
New Zealand Dollar	0.5885	-0.0002	-0.03
Chinese Yuan	6.7497	-0.0035	-0.05
Japanese Yen	157.6100	-0.13	-0.08

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	0%	142.62%	0.30 0.85
BGL	Bellevue Gold Limited	1.41	0%	0.00%	0.84 2.00
BHP	Bhp Group Ltd	62.54	0%	52.87%	39.30 65.98
FMG	Fortescue Ltd	18.19	0%	-0.93%	17.65 23.38
NHC	New Hope Corporation Ltd	5.12	0%	21.80%	3.77 6.17
WHC	Whitehaven Coal Limited	7.11	0%	9.23%	5.94 9.90
NEM	Newmont Cdi	143.52	0%	0.00%	103.97 190.91
NXG	Nexgen Ene Cdi	13.90	0%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	20.65	0%	82.40%	11.17 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	4.72
ABG	Abacus Group Unt	0.94
AIS	Aeris Resources	0.39
AGL	Agl Energy	8.23
A1M	Aic Mines	0.76
AIZ	Air New Zealand	0.37
AAI	Alcoa Corpor Cdi	67.60
ALK	Alkane Resources	1.42
A4N	Alpha Hpa	0.54
ALQ	Als	23.02

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.90
ZIM	Zimplats Holding	15.76
YAL	Yancoal Australi	5.49
XRO	Xero	75.14
WOR	Worley	11.01
WOW	Woolworths Group	40.22
WDS	Woodside Energy	31.78
WTC	Wisetech Global	39.91
WTN	Winton Land	2.17
WIA	Wia Gold	0.44

OPINION

Latest Market Matters Opinions

06/08/2026 09:32

First Up

The ASX 200 surged another +0.9% on Wednesday, taking the index well above 9200 for the first time; so much for Liberation Day tariffs, sticky inflation, falling house prices, and the US-Iran War. Gains were broad-based, with more than 75% of the main board advancing as the local market finally punched to new highs; it's only taken 110 trading sessions! A rampant resources market offset weakness in the banks, with BHP on its own contributing 40% of the day's 82-point advance. We don’t want to jinx the local index, but after advancing +5.6% from its intra-day low 9-trading days ago, as we said at the end of July: “We wouldn’t be short for quids.”

06/08/2026 09:30

US Dow Jones Index

The Dow posted fresh highs overnight, again, boosted by Nvidia (+3.4%) after Elon Musk said that SpaceX would only use Nvidia processors when building its AI computing infrastructure in the future. In SpaceX’s earnings call, he said Nvidia has “the best AI computer,” before adding, “We’re exclusive to Nvidia.” However, SpaceX shares dropped more than 13% after the rocket company released its first quarterly report since going public in June, closing ~$US108, having IPO’s at $US135.

ACTION

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Market Matters Content

What Matters Today: Four Industrial stocks MM is watching in Reporting Season

Morning report 06/08/2026

Afternoon Report

The Match Out: ASX chalks up new all-time high

Afternoon report 05/08/2026

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

BXB

AZJ

LLC

SGH

CCP

FSLR US

BHP

ACDC

HGEN US

IZZ

OOO

META US

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

What Matters Today: Four Industrial stocks MM is watching in Reporting Season

Morning report 06/08/2026

Afternoon Report

The Match Out: ASX chalks up new all-time high

Afternoon report 05/08/2026

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

BXB

AZJ

LLC

SGH

CCP

FSLR US

BHP

ACDC

HGEN US

IZZ

OOO

META US

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