Archive - The Paper Mandate

Data Centres Drive Australian GDP, MP1 Jumps +11%, & Initiate on Symal Group

Paper Mandate Market & Portfolio Commentary | 05 June 2026

Jun 5 • The Paper Mandate

ASX Goes Risk-off as Middle East Tensions Re-Escalate. Defensive Sectors Led the Market

Paper Mandate Market & Portfolio Commentary | 04 June 2026

Jun 4 • The Paper Mandate

Higher US JOLTS Signals Good Economy but Stokes Inflation Fears. ASX Materials Gained on US Nuclear Expansion Deal

Paper Mandate Market & Portfolio Commentary | 03 June 2026

Jun 3 • The Paper Mandate

Wage Shock Smashes Retail Sector, While SRG Rallies +16.6% & Life360 Jumps 13.3%

ASX 200 rallied despite 4.75% wage hike. Retail sector hammered. Portfolio was in green from SRG $1.85B contract win and tech gains Life360, WiseTech…

Jun 2 • The Paper Mandate

May 2026 - Capturing the Tech Wave. 14.2% Return Since Inception

Total Portfolio Return 7.13% for May. Top Stocks: MP1 +61.8%. SKS +46.8%. JDO +19.1%

Jun 1 • The Paper Mandate

May 2026

ASX Bloodbath Wipes Gains as Middle East Tensions and Fed Hawkishness Spark Sell-Off

Paper Mandate Market & Portfolio Commentary | 28 May 2026

May 28 • The Paper Mandate

ASX Tech Sector Surged Following USA Exuberance

Paper Mandate Market & Portfolio Commentary | 27 May 2026

May 27 • The Paper Mandate

CCL Cranks +3.1%, Data Infrastructure Defies Tech Slump & BVS Rough Start

Paper Mandate Market & Portfolio Commentary | 26 May 2026

May 26 • The Paper Mandate

US Market Poised to Price in Latest News, from Tuesday

Paper Mandate Market & Portfolio Commentary | 25 May 2026

May 25 • The Paper Mandate

GYG Rallies on U.S. Exit & ZIP Brand Victory

Paper Mandate Market & Portfolio Commentary | 22 May 2026

May 22 • The Paper Mandate

Resources Relief Rally Raises ASX Market

Positive sentiment sends oil drop, other resources up, raising the Aussie market. Positive news on PC2 and C79. Follow for more.

May 21 • The Paper Mandate

Bond Sell-off infecting ASX Market. Gold worst performing Sector

Gold names drag the portfolio today. Inflation fears and bond sell-off triggering ASX to fall. RBA minutes deliver bearish news.

May 20 • The Paper Mandate

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