BlackBull Research

NZ and Aus equities research with a global view. In plain english.

Over 8,000 subscribers

VIP Stocks Cutting The Queue

Few experiences unite humanity quite like standing outside somewhere you’re not yet allowed to be.

May 27•BlackBull Research

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Talk to me Strait.

I have often been branded as dramatic, but I think it is safe to say that we are in the largest oil shock in history, a view also shared by the…

Mar 31•BlackBull Research

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The ParaBros Bet

After six months and eight failed bids, David Ellison's Paramount Skydance has closed its acquisition of Warner Bros. Discovery for $110 billion at $31…

Mar 10•BlackBull Research

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GLP-1s: Who gains from weight loss?

First, we had amphetamines and cabbage soup.

Feb 15•BlackBull Research

Welcome back, the market didn’t behave

Happy New Year to our faithful readers, offered just within the statute of limitations for seasonal goodwill.

Jan 21•BlackBull Research

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LatestTopDiscussions

The Polymarket effect: When sentiment outruns the spreadsheet

A headline that seems important on Monday morning can feel irrelevant by Monday afternoon.

Dec 8, 2025•BlackBull Research

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Billions Without the Thrillions

I’ve got a bone to pick: this must be the least fun bull market in history. Markets are ripping and yet the whole thing feels strangely joyless. There’s…

Nov 17, 2025•BlackBull Research

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REE: The World’s Grubby Green Secret

When I was younger, we used to refer to ‘rare’ as something seldom found.

Nov 2, 2025•BlackBull Research

When Trust Turns to Metal

For decades, the gold market has moved under quiet constraint. Historically, rallies would pull back before they became significant. A kind of invisible…

Oct 28, 2025•BlackBull Research

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The Circle of L(AI)f

In 2025, AI-linked firms have been responsible for roughly 80% of total gains in US equities. That level of concentration hasn’t been seen since the…

Oct 14, 2025•BlackBull Research

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Outliers aren’t the rule — but the illusion is

Divide. A word that can be used to describe a lot at the moment.

Sep 22, 2025•BlackBull Research

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The challenge of market timing: missing the best days cuts returns in half

History shows corrections rarely arrive from a single cause, and missing the best market days often proves more costly than downturns themselves.

Sep 10, 2025•BlackBull Research

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