Archive - The Paper Mandate

Oil Price Collapse Ignites Tech and Gold Recovery Rally

Paper Mandate Market & Portfolio Commentary | 27 July 2026

Jul 27 • The Paper Mandate

Oil and Rate Shock Triggers Growth Sell-Off. Symal & Woodside Lone Gainers

ASX200 fell -0.76% as Brent broke $100/bbl. High beta tech falls Paper Mandate Market & Portfolio Commentary | 24 July 2026

Jul 26 • The Paper Mandate

+37% GDG Surge as Higher Bond Yields Hit Tech Sector after Aus Eco added 76,000 Jobs.

Paper Mandate Market & Portfolio Commentary | 23 July 2026

Jul 23 • The Paper Mandate

Gold Surge from OBM (+7.8%) and PC2 (+8.7%) Contributing to Portfolio Gains

Paper Mandate Market & Portfolio Commentary | 22 July 2026

Jul 22 • The Paper Mandate

84% Increase in PC2 MRE Gold Reserve while Tech Rebounds w/ MP1 (+5.1%) and SKS (+5.5%)

Paper Mandate Market & Portfolio Commentary | 21 July 2026

Jul 21 • The Paper Mandate

AI Momentum Worries w/ TSMC $100B Capex Spend & SKS Plunging -6.1%. We Initiate on EMV

Paper Mandate Market & Portfolio Commentary | 20 July 2026

Jul 20 • The Paper Mandate

Tech Retreats as SKS and Megaport Erase SaaS Gains

Paper Mandate Market & Portfolio Commentary | 17 July 2026

Jul 17 • The Paper Mandate

Capital Rotates Out of BHP Into Banks while SaaS and Retail Power Portfolio

Paper Mandate Market & Portfolio Commentary | 16 July 2026

Jul 16 • The Paper Mandate

Zip (+8.5%) & Bravura (+6.3%) Surge, Offsetting Xero’s -3.5% Drag

Paper Mandate Market & Portfolio Commentary | 15 July 2026

Jul 15 • The Paper Mandate

Investment Research From Scratch: Part 3

Revenue by Division, an Acquisition Table, Cost of Revenue Breakdown

Jul 14 • The Paper Mandate

US Oil Inventories at 5Y Low. BVS Bounces +7.6% as Canaccord Raises Target Price to $3.05

Paper Mandate Market & Portfolio Commentary | 14 July 2026

Jul 14 • The Paper Mandate

Coles to Fetch Greencross for $4b. Canaccord's 90% Upside for PC2. XRO CEO $7.6m Tax Sell.

Paper Mandate Market & Portfolio Commentary | 13 July 2026

Jul 13 • The Paper Mandate

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