I joined Juliette Saly on Ausbiz to discuss the growing risks surrounding the artificial intelligence (AI) boom and whether ...
If only to arm you with arguments you might not be apprised of, it’s worth repeating artificial intelligence (AI) critic and ...
In my latest article for The Australian, I examine the growing tax burden on Australian businesses and individuals, and the ...
The dark clouds over Wall Street are real and observable in metrics like credit spreads and market breadth. However, a ...
I can’t tell you how many times I have heard the expression, “Australian residential Property prices never fall”. Admittedly these “experts” have enjoyed an enormous 40-odd year bull market. However, ...
In the past six years, French Government ten-year bond yield has jumped from negative 0.3 per cent to 4.9 per cent, the ...
In my article for The Australian, I explore why global bond yields continue to rise while equity markets remain largely ...
The assumption held by the bulls is that the AI boom is an unstoppable train, that OpenAI and Anthropic will seamlessly go ...
The narrative surrounding global equities is subtly shifting. Once dominated by momentum-driven optimism, especially for ...
With the Bloomberg Aggregate Bond Index yielding around 5.5 per cent to six per cent, cash yielding over four per cent, and ...
ASX (ASX:ASX) is a high-quality market infrastructure business with strong competitive advantages across listings, cash equities, derivatives, clearing and settlement and data services. Historically, ...
Independent economic research and investment strategy firm Variant Perception (VP) has shared its latest market musings, and the phrase “generational equity top” got a run. The equal-weighted Value ...
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