ANALYSIS: SaaS has been particularly hard hit by the phenomenon now known as ‘vibe coding’.
ANALYSIS: Motivation matters for performance - as Team NZ may find out when they defend the Cup in Spain.
ANALYSIS: Structural growth of new-energy materials present unique implications for long-term investors.
ANALYSIS: History suggests the price weakness will have knock-on effects for dwelling consents and property developers.
ANALYSIS: Investors should take a long-term view and stay the course.
ANALYSIS: Some telco valuations are based on an unduly gloomy view of their prospects.
ANALYSIS: Tanks and banks are both rapidly moving.
ANALYSIS: Moving into actual tight monetary conditions may not be needed.
ANALYSIS: Sharemarket volatility is reflective of uncertainty, but also provides patient investors with opportunity.
ANALYSIS: Remember to consider how the market will value that company once the growth slows down.