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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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By Ron Shamgar Markets have a curious habit of extrapolating the recent past far into the future. When a company experiences a difficult period, investors tend to assume that weakness will persist indefinitely. Yet history shows that some of the most compelling... By Ron Shamgar In investing, there are moments when the market slowly recognises value and rewards patient shareholders. Then there are moments when value is crystallised suddenly through corporate action. The recent takeover proposal for ClearView Wealth (ASX: CVW)... By Darren Katz The geopolitical temperature in the Middle East is rising. The United States has increased its military posture in the region, naval assets are repositioning, and rhetoric between Washington and Tehran is intensifying. Whether conflict becomes kinetic... 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... Written by Ron Shamgar The Ozempic moment for SaaS refers to a pivotal disruption scenario where a transformative technology threatens to erode or fundamentally reshape an established market leader's core business model, much like the hype around Ozempic (and other...
Reset, Rebuild, Re-Rate: Why EML’s Next Chapter Could Surprise the Market
ClearView in Focus: Strong Fundamentals Meet a Strategic Takeover Bid
The Middle East Build-Up: 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
The Ozempic moment for SaaS
By Ron Shamgar Markets have a curious habit of extrapolating the recent past far into the future. When a company experiences a difficult period, investors tend to assume that weakness will persist indefinitely. Yet history shows that some of the most compelling... By Ron Shamgar In investing, there are moments when the market slowly recognises value and rewards patient shareholders. Then there are moments when value is crystallised suddenly through corporate action. The recent takeover proposal for ClearView Wealth (ASX: CVW)... By Darren Katz The geopolitical temperature in the Middle East is rising. The United States has increased its military posture in the region, naval assets are repositioning, and rhetoric between Washington and Tehran is intensifying. Whether conflict becomes kinetic... 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... Written by Ron Shamgar The Ozempic moment for SaaS refers to a pivotal disruption scenario where a transformative technology threatens to erode or fundamentally reshape an established market leader's core business model, much like the hype around Ozempic (and other...
Reset, Rebuild, Re-Rate: Why EML’s Next Chapter Could Surprise the Market
ClearView in Focus: Strong Fundamentals Meet a Strategic Takeover Bid
The Middle East Build-Up: 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
The Ozempic moment for SaaS
Every December, as markets thin out and inboxes quieten, I perform a ritual that has become one of the most important parts of my investing year. I build my Christmas reading list. Not a list of holiday-fluff beach reads, and certainly not regurgitated investing... There are moments in markets when noise becomes deafening and investors search for a signal that cuts through it. Warren Buffett’s final shareholder letter does exactly that. It is part memoir, part reflection, and part masterclass in how to think about investing over... If you strip investing down to its bare, unfriendly bones, you end up with a simple reality: over long periods, your returns converge toward the quality of the people running your money and the businesses you own. Balance sheets matter, valuations matter, industry... The Physical Foundations of a Digital Future Every new industrial revolution begins with a dream, but it survives only through its infrastructure. Beneath the glossy surface of AI models, electric vehicles, and connected cities lies a far less visible network of... Every first Tuesday in November, Australia stops. Offices pause, phones go silent, and productivity mysteriously dips around 3pm. The Melbourne Cup isn’t just a horse race, it’s a cultural ritual, a national pause button, and occasionally, a mirror reflecting how... Most investors like to think they’re making decisions based on hard numbers. They pore over charts, debate valuations, and argue about whether the economy is heading for a soft or hard landing. But the truth is, the most important determinant of long-term investment... After nearly two years of debate, the government has unveiled a revised version of the superannuation tax reform, softening some of its most controversial elements. The good news for trustees: unrealised gains will no longer be taxed. The bad news: the measure still... When markets think of Donald Trump, they often think of volatility. Tweets that move oil prices, tariff threats that unsettle Asia, and the ever-present promise to “bring manufacturing home.” Yet beneath the noise lies something far more structural, a reshaping of... As investors, we are often told to focus on the long term. But what happens when the long term collides with the present? That is exactly what we are seeing in the world of digital infrastructure, specifically data centres, the modern-day engine rooms of the internet....
Why Deep Reading Still Matters — and the Books I’m Taking Away This Year
Lessons From Omaha: Why Character Outperforms Strategy in Long Term Investing
Finding the Leaders Who Compound For You
Wired for Water: The Hidden Champions Powering the Next Industrial Revolution
Racing Lines and Investment Lessons: What the Melbourne Cup Teaches Us About Long-Term Winners
Risk Is a Choice: Why Your Willingness to Take Risk Matters More Than You Think
Super Tax 2.0: What the New Changes Mean for SMSF Trustees
Riding the Trump Trade: How Australia Could Emerge a Winner from the Next Wave of Global Protectionism
Powering the Digital Age: Why Data Centre Infrastructure Is the Investment Opportunity of the Decade
From Boom to Bust: U.S. Bank Failures and Who’s to Blame 10/5/2023 Who is Signature Bank? Silicon Valley Bank? First Republic Bank? Likely these are banks you’d never previously heard of prior to the past few months, and they’re now making headline news... Unlike... The World Doesn’t Often End 23/3/2023 The world we live in today moves at lightning speed. Information is available to us at our fingertips, and news travels faster than ever before. In the realm of finance and investing, this can lead to investors panicking and... A Bear Market Rally, or Blue Skies Ahead? 23/2/2023 The S&P 500 lost almost 20% in 2022 — the worst year since 2008 amid multi-decade high inflation, rising interest rates, and fading economic growth. However, US markets have bounced back in recent months with... Year in Review: 2022 22/12/2022 With our final newsletter of the year, we wanted to recap the major events that moved markets and highlight some investor takeaways. Upon reflection, 2022 was a year of inflection. Australia emerged from two years of intermittent... Is the Fair Work Legislation fair? 30/11/2022 Maybe, but one thing is for sure, it is likely to be expensive as well. This week we look at the 'Fair Work Legislation Amendment (Secure Jobs, Better Pay) Bill 2022, a Bill that once passed, will represent one of the most... China's COVID policy: What does this mean for markets? 24/11/2022 This week we look at China and try to grapple with the zero Covid policy and what that means for markets. A story that remains especially important as China is central to our economic fortunes and the... This week we look at a new government in Canberra and what, if any, are the implications for markets? Before proceeding into what is intrinsically a divisive topic, we’ll start with the conclusion, the answer is the implications are negligible. Some context As market... Webinar Excerpt: Industrial Oil Gas and Re-industrialisation with Robert Swift 24/1/2024 Reindustrialisation, energy and technology security is at the forefront of US policy with a big push to promote domestic production through subsidies. Which companies stand to...
From Boom to Bust: U.S. Bank Failures and Who’s to Blame
The World Doesn’t Often End
A Bear Market Rally, or Blue Skies Ahead?
Year in Review: 2022
Is the Fair Work Legislation fair?
China’s COVID policy: What does this mean for markets?
Election 2022: Much Ado About Nothing For The Investor?
Global Equities Webinar- December 2023
Stay Informed with TAMIM Market and Stock Insights
Managing investments requires more than data; it requires a personal touch. Read about us to understand our investor-first approach. If you’d like deeper insights into the stock market in Australia, contact the TAMIM team today to begin securing your financial legacy alongside experts you can trust.
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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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We publish our Weekly Reading List every week to summarise global and local events. Additional market commentary on Australian equities is released as conditions shift or when our analysts identify significant opportunities within specific sectors.
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Our content is tailored for sophisticated investors, family offices and SMSF trustees. This research is intended for wholesale clients under the Corporations Act.
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We cover macroeconomic trends, sector-specific analysis and behavioural finance. Our experts examine everything from interest rates to fintech innovations. This comprehensive approach to market insights for investment in Australia helps you understand the drivers behind market fluctuations.
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About TAMIM Asset Management
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.