Even the smartest players on Wall Street didn't see it coming – which says more about markets than any model could.

While Wall Street drifts, iron ore and copper are rebuilding mining profits and restoring earnings growth to the ASX.

The rally looks broad at first glance, but it is really a story about semiconductors and surging global data centre demand.

Rising US debt, currency dilution and bond market risk are fuelling quiet fears about the long-term stability of the US dollar.

A $1.32bn natural hazard blowout has rattled Suncorp, but the underlying insurance business remains intact.

Software development is no longer the bottleneck, and that changes the long-term investment case for SaaS stocks.

ANZ jumps, Origin steadies and Pro Medicus sinks – a reminder that price moves don't always match the numbers.

In a market dominated by algorithms, price action matters more than PEs – and that changes how you have to invest.

A 50% collapse has rattled investors, but liquidity cycles, Fed shifts and dollar strength may matter more than the chart.