• Classified Investment Briefing: Saturday 10 October 2026

    Two forgotten companies are finding new life in AI, Wall Street is moving deeper into crypto, and SpaceX is creating fresh opportunities for chipmakers. Here’s what investors need to know.
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  • Classified Investment Briefing: Saturday 3 October 2026

    Three publications traced Elon Musk’s spending to the companies supplying his AI and space ambitions, including a new buy in Axcelis. Meanwhile, long-term yields are hitting levels not seen since 2004 – but stocks and Bitcoin keep climbing.
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  • Classified Investment Briefing: Saturday 26 September 2026

    The SEC has opened the door to tokenised stocks, crypto is gathering momentum and markets shrugged off the Fed’s latest rate hike. Here’s what changed across the Southbank portfolios this week.
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  • Classified Investment Briefing: Saturday 19 September 2026

    The market absorbed a failed crypto bill, a Fed rate hike, and another bout of AI fear without breaking. This week, we look at where money is moving, two new AI picks-and-shovels plays, and the opportunities emerging beneath the volatility.
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  • Classified Investment Briefing: Saturday 12 September 2026

    It was a busy week for the portfolios, with two new buys, refreshed buy limits, fresh money guidance, and a stop exit. We also look at why we’re holding an 803% crypto winner – and what next week’s Fed decision could mean for microcaps and crypto.
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  • Classified Investment Briefing: Saturday 5 September 2026

    Nvidia gave the AI trade fresh proof as markets became increasingly selective. Meanwhile, Bitcoin broke out, tokenised stocks descended into memecoin mania, and Ethereum’s resurgence put Bit Digital back in focus. Here’s what our editors were watching this week.
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  • Classified Investment Briefing: Saturday 29 August 2026

    Sam Volkering unpacks a week of record earnings, falling share prices and two new buy alerts – while a shift in Treasury policy helps reignite the crypto market.
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  • Classified Investment Briefing: Saturday 22 August 2026

    Washington drove the investment story this week, from billions in autonomous warfare spending and new drone tariffs to a White House crypto summit. Here’s what it means for our positions in Mercury Systems, Unusual Machines, SentinelOne, IREN, and crypto.
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  • Classified Investment Briefing: Saturday 15 August 2026

    AI’s appetite for power is reshaping markets in unexpected places. This week, Bitcoin miners handed hundreds of megawatts to AI, SpaceX pushed towards a 20GW buildout, and oil surged above US$100. Plus, Chris Cimorelli adds a new energy stock to the portfolio with a buy-up-to price of US$6.
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  • Classified Investment Briefing: Saturday 8 August 2026

    This week’s digest covers a forced AI sell-off, three new speculative options trades, raised buy-up-to prices on memory stocks, a potential Federal Reserve headwind for small caps, and why James Altucher believes AI agents could fuel crypto’s next growth phase.
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