ASX small cap investing in data centres requires knowing which layer of the value chain captures margin. Datt Capital explains the framework in this article.
Energy prices near 52-week highs despite seasonal weakness. Datt Capital's Emanuel Datt highlights supply risks, winter demand and opportunities in energy producers.
Downside protection investing in a weak economy: why staples, energy and bond proxies hold earnings through rate hikes and falling consumer confidence.
ASX market outlook: thermal coal near 52-week highs in a seasonal demand trough signals a structural shift in Asian energy flows.
SpaceX is pricing its IPO on 11 June at a $1.77 trillion valuation. Here is what the numbers mean for Australian investors.
BHP is widely held across Australian SMSFs, but most trustees are exposed to three separate commodity theses and a currency risk they have not priced in.
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