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We’re living through a once-in-a-generation reset. The world is increasingly volatile. Institutions are mistrusted. Alliances are shifting. Supply chains are being redrawn. And in the background, something far more permanent is taking place: the rebuilding of the... As the global energy puzzle grows more complex, investors are confronting a critical inflection point: the economic cost of the energy transition is rising, public patience is thinning, and traditional industrial titans are bearing the brunt of an increasingly... There are moments in markets where the noise becomes so loud, it drowns out common sense. Tariffs, geopolitics, inflation, central banks, and a US Congress with a taste for budgetary excess. And yet, despite all the reasons to panic, a certain type of company is... In the rapidly evolving world of medical cannabis, one Australian company is quietly positioning itself as a potential industry leader. Bioxyne (BXN.ASX), a relatively young public company, is rewriting the playbook for medical cannabis manufacturing through a... At TAMIM, we believe investing is as much about managing risk as it is about pursuing returns. In fact, one of the most critical frameworks in our investment process is a concept introduced nearly a century ago by Benjamin Graham and deeply embedded in the work of... Let’s start with a bold premise: if we’re serious about building the infrastructure of the future, one that can support the exponential demands of AI, digital transformation, and decarbonisation, then we need to stop tiptoeing around nuclear energy. The power needs of... When Pizza Meets Pivot Domino’s Pizza Enterprises (ASX: DMP) has long been a household name in Australia and beyond. From its humble beginnings to becoming a dominant player across the Asia-Pacific and European markets, Domino’s built its brand on one simple idea:... When Copper Becomes a Battlefield It has long been said that copper is the metal with a PhD in economics. As a bellwether for industrial growth and technological advancement, copper demand tends to precede major shifts in global economic trends. In this context, the... Why Andreessen’s Words Deserve Our Attention When Marc Andreessen speaks, the tech world listens. But so too should investors, especially those who want to get ahead of the curve. Andreessen, the co-founder of Netscape, is not just one of the architects of the modern...
Rebuilding Trust in Infrastructure: Why the New Global Order Will Be Made of Concrete, Code, and Cables
The Energy Reality Check: Tariffs, Transition Fatigue, and the Repricing of Industrial Giants
Trust in Rust: Why Industrial Stocks Are Gearing Up for a Renaissance
Growing Like A Weed: A Strategic Play in Pharmaceutical Manufacturing
Margin of Safety: The Enduring Discipline of Capital Preservation
Powering the Future: Japan’s Nuclear Utilities and the AI Energy Squeeze
Domino’s Pivot: From Flat Sales to Hot Prospects
Copper, Tariffs and Opportunity: A New Age of Resource Realignment
Betting on the Future: Why Marc Andreessen’s Vision Matters for Investors
We’re living through a once-in-a-generation reset. The world is increasingly volatile. Institutions are mistrusted. Alliances are shifting. Supply chains are being redrawn. And in the background, something far more permanent is taking place: the rebuilding of the... As the global energy puzzle grows more complex, investors are confronting a critical inflection point: the economic cost of the energy transition is rising, public patience is thinning, and traditional industrial titans are bearing the brunt of an increasingly... There are moments in markets where the noise becomes so loud, it drowns out common sense. Tariffs, geopolitics, inflation, central banks, and a US Congress with a taste for budgetary excess. And yet, despite all the reasons to panic, a certain type of company is... In the rapidly evolving world of medical cannabis, one Australian company is quietly positioning itself as a potential industry leader. Bioxyne (BXN.ASX), a relatively young public company, is rewriting the playbook for medical cannabis manufacturing through a... At TAMIM, we believe investing is as much about managing risk as it is about pursuing returns. In fact, one of the most critical frameworks in our investment process is a concept introduced nearly a century ago by Benjamin Graham and deeply embedded in the work of... Let’s start with a bold premise: if we’re serious about building the infrastructure of the future, one that can support the exponential demands of AI, digital transformation, and decarbonisation, then we need to stop tiptoeing around nuclear energy. The power needs of... When Pizza Meets Pivot Domino’s Pizza Enterprises (ASX: DMP) has long been a household name in Australia and beyond. From its humble beginnings to becoming a dominant player across the Asia-Pacific and European markets, Domino’s built its brand on one simple idea:... When Copper Becomes a Battlefield It has long been said that copper is the metal with a PhD in economics. As a bellwether for industrial growth and technological advancement, copper demand tends to precede major shifts in global economic trends. In this context, the... Why Andreessen’s Words Deserve Our Attention When Marc Andreessen speaks, the tech world listens. But so too should investors, especially those who want to get ahead of the curve. Andreessen, the co-founder of Netscape, is not just one of the architects of the modern...
Rebuilding Trust in Infrastructure: Why the New Global Order Will Be Made of Concrete, Code, and Cables
The Energy Reality Check: Tariffs, Transition Fatigue, and the Repricing of Industrial Giants
Trust in Rust: Why Industrial Stocks Are Gearing Up for a Renaissance
Growing Like A Weed: A Strategic Play in Pharmaceutical Manufacturing
Margin of Safety: The Enduring Discipline of Capital Preservation
Powering the Future: Japan’s Nuclear Utilities and the AI Energy Squeeze
Domino’s Pivot: From Flat Sales to Hot Prospects
Copper, Tariffs and Opportunity: A New Age of Resource Realignment
Betting on the Future: Why Marc Andreessen’s Vision Matters for Investors
There are decades when nothing happens, and then there are weeks when decades happen. For many readers, this rather neatly encapsulates recent market antics. With tariff policies still stuck in a revolving door and markets convulsing like a toddler denied ice cream,... A new and insidious form of recession is brewing, not one born from financial system failure or natural market cycles, but from policy-driven paralysis. At its heart lies an erratic trade strategy, where punitive tariffs are wielded as a bargaining chip in... The past week has seen global markets whipsaw amid the latest U.S. tariff announcements, with Australian equities caught in the crosscurrents. Initially, global equities shed over $5.4 trillion in value following sweeping U.S. tariffs on imports, sending the S&P... In a recent episode of the All-In Podcast, Scott Bessent, the newly appointed U.S. Treasury Secretary under President Donald Trump, provided deep insights into the economic challenges facing the United States. The conversation, hosted by Chamath Palihapitiya, and... Inflation. It’s a term thrown around by newsreaders and politicians, often with a tone of fear. But what does it really mean for Australians? More importantly, what’s happening right now in the United States, and how will that impact us here? As Australians, we need... The February reporting season presented one of the most dynamic market environments in recent memory. Earnings results triggered sharp movements, with investors swiftly adjusting their positions based on performance. This created significant shifts in valuations, with... Navigating the Market’s Shifting Landscape The world is shifting under our feet. Global markets are being reshaped by technological advancements, economic realignments, and geopolitical shifts that demand a new approach to investing. As investors, it is no longer... The ASX continues to be a hub for fintech innovation, with digital payments playing a crucial role in reshaping financial transactions and business operations. As businesses transition toward cashless transactions, demand for seamless, efficient payment solutions... Warren Buffett’s annual letter to Berkshire Hathaway shareholders is one of the most anticipated events in the investment world. Every year, investors both seasoned professionals and beginners, pour over his words to extract wisdom from one of the greatest investors...
When Markets Move Fast: Defensive Investing for a Volatile World
The Uncertainty Recession: When Policy Paralysis Threatens Real Growth
Tariffs and the ASX: What the U.S. Backflip Means for Investors
Scott Bessent on the All-In Podcast: A Comprehensive Analysis of U.S. Economic Policy
Understanding Inflation and the Economy: A View from Australia
Capitalising on Market Cycles: Lessons from February’s Volatility
The Global Investment Shake-Up: Where to Find Opportunities in 2025
ASX Fintech Sector: Capitalising on the Digital Payments Shift
Two Timeless Investing Lessons from Warren Buffett’s Latest Annual Report
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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.