Continue reading → ...

In my recent article for The Australian, I explore the growing competition for capital between the U.S. government and the ...

In my latest article for The Australian, I look at the growing pressure facing Australian homeowners as rising living costs, ...

In this video, I discuss why we see the build-out of AI in Australia as an investable opportunity, from the infrastructure supporting it to the businesses positioned to benefit. I also explain our ...

In this post, we summarise his current view that the moats that once protected the hyperscalers are being drained as they ...

I have spent the better part of the last 18 months warning investors the pattern of past returns from investing in new ...

BCA specifically note the U.S. economy is reaccelerating, or gaining momentum again, liquidity remains supportive, ...

Magellan Group’s operating profit for the 2026 financial year (FY26) modestly beat consensus, but the quality of the result ...

For investors who still think of NRW Holdings (ASX:NWH) as simply a mining contractor, the Financial Year 2026 (FY26) result ...

On Ausbiz today, I discussed why the artificial intelligence (AI) boom may be reaching a crossroads. I looked at the enormous ...

I joined Jess Maguire on ABC Statewide Drive to unpack the key lessons from the 2026 reporting season. We discussed why ...

The market feels like a non-stop party right now, and it seems prices don’t matter. But according to Burry, history reminds ...