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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 Sid Ruttala There are few things in markets more entertaining than a commodity that has gone from “the future of civilisation” to “uninvestable rubbish” in the space of eighteen months, only to then stage a twitch and invite everyone back to the party. Lithium has... 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...
Lithium’s Second Act: Is This a Tradeable Bounce or the Start of a Proper Cycle Reset
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
By Sid Ruttala There are few things in markets more entertaining than a commodity that has gone from “the future of civilisation” to “uninvestable rubbish” in the space of eighteen months, only to then stage a twitch and invite everyone back to the party. Lithium has... 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...
Lithium’s Second Act: Is This a Tradeable Bounce or the Start of a Proper Cycle Reset
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
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.... The Federal Reserve is preparing to cut interest rates for the first time since December 2024, signaling a major shift in monetary policy. With inflation still above target and labour market indicators flashing recessionary warnings, investors are facing a paradox:... At Tamim, we believe that enduring outperformance stems not just from sharp spreadsheets or sector calls, but from the consistent cultivation of curiosity. That’s why we read, widely, deeply, and with purpose. Reading builds mental models. It stretches time horizons.... For the past three years, the word “inflation” has sat at the top of every investor’s worry list. From record rate hikes to collapsing bond prices, supply shocks to mortgage stress, the market environment from 2021 to mid-2025 has been shaped by one defining macro... Every investor wants to win. But few are willing to win slowly. In a market addicted to speed, speed of information, speed of execution, speed of returns, the very idea of letting time do the heavy lifting feels quaint, even risky. Yet this is precisely where true... Imagine you’re offered two investments: one is a company with strong financials and a clear market advantage, but a mediocre leadership team; the other is a company with average metrics but led by visionary operators who’ve repeatedly shown they can turn lemons into... 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...
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
Easy Money, Rising Risks: Navigating the Fed’s Pivot and Market Euphoria
Books Build Better Investors: the Best Business Reads of 2025
When the Tide Turns: Rethinking Risk and Opportunity After Inflation
Winning Slowly: The Real Edge in Long-Term Value Investing
The Skill Stack Era: What Sam Altman and Ramtin Naimi Teach Us About Investing in Talent
The Energy Reality Check: Tariffs, Transition Fatigue, and the Repricing of Industrial Giants
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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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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.