The Week’s Edge
War. War never changes.
And war in the Middle East is seemingly never too far away. The latest flare up is between Israel and Iran. As you’ve no doubt hear, Israel has launched ‘pre-emptive’ strikes against Iran’s ability to manufacture nuclear weapons.
Aussie investors have predicted strong rate cuts in 2025. The expectation has been over 125 basis points of cuts for the year. That includes the February cut the RBA has already delivered.
That’s five cuts for the year.
Donald Trump has stormed back into power with a vengeance. His reform agenda has been impressive for the speed and volume of changes he's introduced if nothing else. You can't criticise the man for not getting to work.
There’s something stirring beneath the surface of the global financial system. You can’t see it in the headlines. You won’t find it on your CommSec homepage. But it’s there—quiet, monstrous, and ready to burst.
And when it does?
In Case You Missed It...
Unless you've been living under a rock or binge-watching your favourite series non-stop, you've probably noticed your portfolio looks a bit worse for wear lately. Global stock markets, including our beloved ASX, have taken a significant tumble.
Concept Deepdive
There’s a saucy snippet of news doing the rounds that might have ambushed you at the water cooler at work, during a swanky cocktail party, or in one of those internet forum cesspits.
Apparently, the Federal Reserve is a shadowy, privately owned cabal.
Operating leverage sounds like complicated finance jargon, but it's a simple concept beneath all the noise. It’s all about how a company’s cost structure affects profit growth.
It can predict how a change in revenue translates into operating income in percentage terms.
Inflation.
It’s a simple enough concept. Prices go up. Money buys less. But beneath that seemingly straightforward reality lies a force powerful enough to sink currencies, destroy savings, shape elections, and punch a hole through your weekly grocery budget.
Inflation isn't just a background hum in Australia's economy. It’s the silent force that has shaped every boom, every bust, and every political crisis for over a century.
From the gold standard calm of Federation to the spiraling chaos of the 1970s.
Mining companies have a lot of moving parts. Extracting and processing minerals isn’t simple—it involves everything from drilling and blasting to transportation, refining, and site administration.
Each stage has its own set of costs, which can swing up or down.
Understanding clinical trials is crucial if you are interested in investing in pharmaceutical or biotech stocks. These trials are the make or break for a company in this sector, so you need to get your head around them.

Money is stupid.
For all the elaborate innovations in modern finance, from intricate derivatives and sprawling Quantitative Easing (QE) programs to complex monetary policy frameworks, our money still has the sophistication of bronze-age coins dressed up in digital disguise.