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At TAMIM, we’re dedicated to empowering investors with knowledge to effectively manage their retirement futures. Our Market and Stock Insights cover various segments to keep you updated on the latest trends, strategies and news affecting your investments. Explore our wealth of market and investment insights in Australia across different categories to stay ahead in the evolving landscape of investments.
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The real bottleneck in AI may not be semiconductors, but electricity. We look at five listed global infrastructure stocks exposed to the grid, transmission, switchgear, transformers, and power distribution needed to support data centres and digital infrastructure. When investors think about an oil shock, the instinct is usually to look at the chart, watch Brent or WTI jump, and assume the story begins and ends there. Oil up, markets nervous, airlines down, energy stocks up, end of analysis. But that is rarely how the real world... By Sid Ruttala When oil spikes, investors tend to reach for the same old script. Energy prices go up, energy stocks follow, cash flows surge, dividends look safer, and suddenly what felt pedestrian last month starts to look positively strategic. That instinct is... By Ron Shamgar One of the enduring truths in small and mid cap investing is that the market does not always reward a good result. Sometimes it does the opposite. A company can deliver strong revenue growth, solid cash conversion, reaffirm guidance, expand into... There is a particular kind of market mistake that turns up again and again. A headline improves, the immediate fear recedes, oil gives back some of its panic move, equity futures bounce, and the collective temptation is to declare the danger over. We have just seen... For the past two years, markets have treated AI as a semiconductor story. And honestly, that made sense. Chips are tangible, exciting, and sit at the glamorous end of the value chain where margins are fat and every earnings beat feels like confirmation of a new... When oil prices spike, the market's first instinct is almost always the same. Buy energy producers. Sell airlines. Dust off the inflation playbook. Then pretend that understanding the direct effect is the same as understanding the whole story. It rarely is. The... Written by Rob Swift There is a peculiar habit in markets, one that repeats itself with almost comic reliability, where investors become so transfixed by what is loudly obvious that they entirely miss what is quietly important, and today feels very much like one of... A few weeks ago, in The Middle East Build-Up: What Investors Must Think About Now, we argued that investors did not need to predict war, they needed to prepare for its consequences. The core view was simple. If the US and Iran moved toward open conflict, oil would...
The Picks and Shovels of AI Power: 5 Listed Infrastructure Stocks Building the Real Bottleneck
The Second Order Effects of Oil: Inflation, Freight, Fertiliser, and the Next Growth Scare
Woodside After the Spike: Is the Market Pricing a Windfall, or Just Renting One
Symal Group, When a Good Result Gets Sold, Opportunity Can Follow
Ceasefire, but not Closure: Why the Oil Shock May Fade from Headlines Before It Fades from Markets
AI Needs More Than Chips, It Needs Power: The Infrastructure Bottleneck Investors Are Missing
Beyond the Barrel: The Second-Order Winners and Losers From Higher Oil
From Exchanges to Engines: Three Quiet Compounders Rewiring the Global Economy
The Middle East Build-Up, Two Weeks Later: What Investors Must Think About Now
The real bottleneck in AI may not be semiconductors, but electricity. We look at five listed global infrastructure stocks exposed to the grid, transmission, switchgear, transformers, and power distribution needed to support data centres and digital infrastructure. When investors think about an oil shock, the instinct is usually to look at the chart, watch Brent or WTI jump, and assume the story begins and ends there. Oil up, markets nervous, airlines down, energy stocks up, end of analysis. But that is rarely how the real world... By Sid Ruttala When oil spikes, investors tend to reach for the same old script. Energy prices go up, energy stocks follow, cash flows surge, dividends look safer, and suddenly what felt pedestrian last month starts to look positively strategic. That instinct is... By Ron Shamgar One of the enduring truths in small and mid cap investing is that the market does not always reward a good result. Sometimes it does the opposite. A company can deliver strong revenue growth, solid cash conversion, reaffirm guidance, expand into... There is a particular kind of market mistake that turns up again and again. A headline improves, the immediate fear recedes, oil gives back some of its panic move, equity futures bounce, and the collective temptation is to declare the danger over. We have just seen... For the past two years, markets have treated AI as a semiconductor story. And honestly, that made sense. Chips are tangible, exciting, and sit at the glamorous end of the value chain where margins are fat and every earnings beat feels like confirmation of a new... When oil prices spike, the market's first instinct is almost always the same. Buy energy producers. Sell airlines. Dust off the inflation playbook. Then pretend that understanding the direct effect is the same as understanding the whole story. It rarely is. The... Written by Rob Swift There is a peculiar habit in markets, one that repeats itself with almost comic reliability, where investors become so transfixed by what is loudly obvious that they entirely miss what is quietly important, and today feels very much like one of... A few weeks ago, in The Middle East Build-Up: What Investors Must Think About Now, we argued that investors did not need to predict war, they needed to prepare for its consequences. The core view was simple. If the US and Iran moved toward open conflict, oil would...
The Picks and Shovels of AI Power: 5 Listed Infrastructure Stocks Building the Real Bottleneck
The Second Order Effects of Oil: Inflation, Freight, Fertiliser, and the Next Growth Scare
Woodside After the Spike: Is the Market Pricing a Windfall, or Just Renting One
Symal Group, When a Good Result Gets Sold, Opportunity Can Follow
Ceasefire, but not Closure: Why the Oil Shock May Fade from Headlines Before It Fades from Markets
AI Needs More Than Chips, It Needs Power: The Infrastructure Bottleneck Investors Are Missing
Beyond the Barrel: The Second-Order Winners and Losers From Higher Oil
From Exchanges to Engines: Three Quiet Compounders Rewiring the Global Economy
The Middle East Build-Up, Two Weeks Later: What Investors Must Think About Now
A few weeks ago, in The Middle East Build-Up: What Investors Must Think About Now, we argued that investors did not need to predict war, they needed to prepare for its consequences. The core view was simple. If the US and Iran moved toward open conflict, oil would... There are periods in markets when everything feels orderly. Trends extend, volatility is contained, and investors begin to assume that tomorrow will look much like yesterday. Then there are periods of transition. 2026 feels like the latter. Not dramatic or... There is a persistent habit in markets of extrapolating yesterday’s winners indefinitely into tomorrow. For the better part of two decades, the United States has dominated capital formation, technology listings, consumer brands and financial innovation. It became... Over recent weeks investors have been overwhelmed by economic data that refuses to tell a coherent story. Growth appears acceptable, employment remains strong, hiring softens, wages rise, and confidence fluctuates. Depending on the framework applied, the same... Over the past fortnight global equity markets have experienced a sharp and synchronised pullback. This week has added an important nuance. After the initial aggressive selloff, markets have not collapsed further, instead they have begun to oscillate. Large intra-day... Markets almost never ring a bell at the bottom. They rarely turn because investors suddenly feel optimistic. They turn because someone with better information decides the price is wrong. That signal is not a rally. It is a takeover. We believe we are entering the... There are moments in markets when the noise gets so loud that it becomes meaningless. Every data release is framed as decisive, every central bank utterance is dissected like scripture, and every price move is treated as either confirmation or catastrophe. Then there... Financial markets rarely move in straight lines, but the past six years have been turbulent enough to make even seasoned investors question their intuition. We have lived through political upheaval, a global health crisis, dramatic swings in inflation, the sharpest... A year end conversation with Ron Shamgar and Robert Swift, moderated by Darren Katz As 2025 draws to a close, I decided to approach our final newsletter with a different idea. Instead of another macro roundup or performance commentary, I invited our two investment...
The Middle East Build-Up, Two Weeks Later: What Investors Must Think About Now
A 2026 Global Equity Positioning Framework
When Capital Moves East: Exchanges, Airports and Baking Soda
The Data Feels Broken Because The Economy Is Changing
From the Desk of the CEO – When Markets Reprice Faster Than Fundamentals
The Buyers Are Circling
Investing Without a Map: What Global Equity Markets Are Teaching Us About 2026
Are We in a Bubble, or Are We Just Forgetting How Markets Work?
Twelve Lessons From a Turbulent Year
As we highlighted in our prior market insight, 2024 is set to be a historic year for elections, with more than 2 billion of the world’s population across 50 countries set to head to the polls. The most widely publicised is undoubtedly the United States, where... Market Insight – Market Surprises, AI Evolution, and Geopolitical Strains From Doom to Boom: The Story of 2023’s Economic Surprises 23/11/2023 As we highlighted in last week’s article “The Power of Positive Thinking,” 2023 began with many dire predictions about the economy and asset prices. So far, these forecasts have not borne fruit, with... Japan went through an historic boom that peaked in the late 1980s and early 1990s. Asset prices rose at an incredible pace, with the price of land absolutely rampant, increasing by as much as 5,000 per cent between 1956 and 1986. So distorted were land prices that... U.S. Credit Rating Downgraded by Fitch 10/8/2023 Fitch announced last week that it downgraded the United States’ long-term credit rating from the AAA (the highest possible rating) down to AA+ (the second highest rating). For those that are unfamiliar, Fitch is the... Diversification: Can You Have Too Much? 13/7/2023 Diversification is no secret, it’s a well-known part of investing. “Don’t put all your eggs in one basket” is a common phrase that we learn at a young age, and something that most people put into action, at least to... What is a recession and what does it mean for investors? 6/7/2023 Fearing a recession is natural. Recessions are an economic reality. They typically start before anyone realises they’re happening and end before economists have enough data to know they’ve finished.... 3 Competing Views in Economics: A Perspective for Informed Decision-Making 25/5/2023 Economics, as a complex and dynamic field, is often a subject of debates and diverse opinions regarding the future state of the global economy. Presently, three dominant views command... Raise the Debt Ceiling (Again) 1/6/2023 As the 1 June deadline set by US Treasury Secretary Janet Yellen looms, a deal that prevents the U.S. from defaulting on its debt seems inevitable. President Joe Biden appears set to follow in the footsteps of his predecessors,...
2024: All About the Vibe
2023 Review: Market Surprises, AI Evolution, and Geopolitical Strains
From Doom to Boom: The Story of 2023’s Economic Surprises
Japan: Is Now the Time to Invest?
U.S. Credit Rating Downgraded by Fitch
Diversification: Can You Have Too Much?
What is a recession and what does it mean for investors?
3 Competing Views in Economics: A Perspective for Informed Decision-Making
Raise the Debt Ceiling (Again)
Stay Informed with TAMIM Market and Stock Insights
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TAMIM offers various resources, including Stock Stories, Market Insights and economic analysis. We provide specialised coverage of the ASX Reporting Season alongside a curated Weekly Reading List. This ensures access to the deep stock market insights in Australia required to build a robust investment portfolio.
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TAMIM Asset Management is a boutique investment firm that provides a variety of investment solutions tailored to our clients’ needs, with a commitment to safeguarding their wealth. At TAMIM we delivering expert solutions across equities, property & credit
Stay Informed with TAMIM Stock Insights
TAMIM Asset Management provides market and stock insights for general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal situation, and may not be suitable for you.