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InsightsJFM Securities2025-04-05T23:17:15+00:00
  • ASX’s MOMO machines are digging in the dirt, creating havoc
    by Anthony Macdonald on January 15, 2026 at 6:59 am

    The ASX’s new momentum trade is wearing a hard hat, and fund managers have to decide whether to try to catch it or hope it fizzles out.

  • Bitcoin closes in on $US100k as billions pile into ETFs
    by Grace Lagan on January 15, 2026 at 6:05 am

    Observers are optimistic the world’s largest cryptocurrency can once again hit six figures, but it will need a catalyst.

  • Silver leaves gold in the dust as buyers flock to bullion, ETFs
    by Gus McCubbing on January 15, 2026 at 6:00 am

    Self-managed super funds and retail punters are racing to buy the other popular precious metal, helping it to crack a fresh peak above $US93 an ounce.

  • ASX gains on BHP bounce; CBA turns up, Treasury Wine dives
    by Matt Bell on January 15, 2026 at 5:23 am

    Bourse closes Thursday higher on mining gains; BHP hits 52-week high; 4D Medical raises $150 million; oil falls on Trump’s Iran remarks; Citi downgrades […]

  • Short sellers are targeting ASX tech stocks on ‘distorted’ prices
    by Gus McCubbing on January 15, 2026 at 1:35 am

    Hedge funds are betting against Catapult, DroneShield, Zip and WiseTech amid lofty valuations and the risk of higher borrowing costs.

  • Hate speech bill ‘unsalvageable’: Ley, BHP hits 52-week high, Left silent on Iran
    on January 15, 2026 at 12:56 am

    Read everything that’s happened in the news so far today.

  • There’s a reason ‘big oil’ won’t keep beating the crude market
    by Javier Blas on January 14, 2026 at 6:58 am

    Oil company shares have climbed while the cost of crude has plunged. For some investors, it marked the beginning of a new paradigm, but I was never convinced.

  • ASX ends up; CBA drops 1.3pc, Beach Energy soars on oil gains
    by Matt Bell on January 14, 2026 at 5:16 am

    Banks offset strong gains elsewhere; Neuren’s Daybue eyes $US700m global sales; Amazon names Australia head; 3D Energi slump on drilling update; Australian […]

  • Lithium jumps above $US2000 for first time in two years
    by Grace Lagan on January 14, 2026 at 5:14 am

    The rebound in the battery metal is gathering pace, prompting Bell Potter to upgrade its forecasts for 2026.

  • Gold headed to $US7000 as echoes of the 1970s grow louder
    by Alex Gluyas on January 14, 2026 at 4:52 am

    The Smorgon family office is betting the precious metal could surge another 50 per cent this year, given the remarkable similarities to the late-1970s […]

  • Trump urges Iranian protesters on, Bullock defends Powell, Dimon’s reality-check
    on January 14, 2026 at 12:52 am

    Read everything that’s happened in the news so far today.

  • IPOs start 2026 with a fizzer, but fundies eye a few hopefuls
    by Gus McCubbing, Grace Lagan on January 13, 2026 at 6:00 pm

    Expectations that the Reserve Bank will hold interest rates steady next month could kickstart IPO activity, with fund managers eyeing the resources sector.

  • ASX rises on BHP, copper miners; GQG Partners dives 8pc
    by Matt Bell on January 13, 2026 at 6:12 am

    Miners push sharemarket higher; Amanda Lacaze to retire from Lynas; Macquarie downgrades lithium miners UBS tips good year for Telstra; CBA says wages hold […]

  • CBA faces uphill battle to win back investors in 2026
    by Cecile Lefort on January 13, 2026 at 4:56 am

    Australia’s biggest bank is expected to struggle to shake of its new status as the laggard of the sharemarket as rivals start to eat into earnings.

  • GQG faces ‘redemption risks’ as anti-tech bet scares off investors
    by Alex Gluyas on January 13, 2026 at 3:51 am

    Investment chief Rajiv Jain’s bold call to rotate out of tech stocks last year has eroded GQG’s stellar track record, causing investors to pull billions […]

  • Rudd resigns as US ambassador, Macquarie hires Westpac exec, Dan Murphy’s Christmas cheer
    on January 13, 2026 at 1:02 am

    Read everything that’s happened in the news so far today.

  • Gold tipped to crack $US5000 amid Iran protests and pressure on Fed
    by Gus McCubbing on January 12, 2026 at 10:00 pm

    The precious metal was one of the hottest trades in 2025. But analysts are confident that the party will continue well into 2026.

  • BHP closes in on CBA’s crown as the undisputed king of the ASX
    by Cecile Lefort on January 12, 2026 at 7:04 am

    A mining bull market and fatigue at paying top dollar for the banking giant has the Big Australian poised to become the most valuable locally listed company.

  • Hedge funds get ‘toasted’ after lithium spike sends PLS soaring
    by Alex Gluyas on January 12, 2026 at 3:19 am

    Lithium prices have already surged another 20 per cent this year, intensifying a rally in ASX-listed miners that has forced short sellers to cover their […]

  • ASX gains; miners buoyed by record gold, Super Retail dives
    by Matt Bell on January 12, 2026 at 2:19 am

    Gold hits record and oil rises and Iran tensions; household spending above expectations; Domino’s shares jump on new Australian boss. Follow live.

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