Mandate Memos

Ceasefire Relief but Energy Crisis Remains

Paper Mandate Portfolio - Technology and Gold Winners | 8 April 2026

58 mins ago • The Paper Mandate

Stagflation Signals as ASX hits 8,800 | Mandate Memo

Paper Mandate Market & Portfolio Commentary | 7 April 2026

14 hrs ago • The Paper Mandate

Mandate Memo - 2nd April 2026

Defensives winning the day

Apr 7 • The Paper Mandate

Mandate Memo - 1st April 2026

Markets are no joke, even on April Fools

Apr 7 • The Paper Mandate

Mandate Memo - 31st March 2026

First month end

Apr 7 • The Paper Mandate

Mandate Memo - 30th March 2026

In a sea of red, rebalanced a few stock weights

Apr 7 • The Paper Mandate

Mandate Memo - 27th March 2026

Gold falling with Coal gains ground

Apr 7 • The Paper Mandate

Mandate Memo - 26th March 2026

Opportunistic Buy Day

Apr 7 • The Paper Mandate

Mandate Memo - 25th March 2026

Gold not a safe haven?

Apr 7 • The Paper Mandate

Mandate Memo - 24th March 2026

Classic TACO trade

Apr 7 • The Paper Mandate

Mandate Memo - 23rd March 2026

Strike on Qatar’s Ras Laffan facility

Apr 7 • The Paper Mandate

Mandate Memo - 20th March 2026

Another tough session

Apr 7 • The Paper Mandate

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