I explain how we’re using AI in two key areas: to support investment research by synthesising information, generating ideas ...
In my recent article for The Australian, I explore the growing competition for capital between the U.S. government and the ...
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In my latest article for The Australian, I look at the growing pressure facing Australian homeowners as rising living costs, ...
In his latest essay published on his website GatesNotes.com, Gates writes, “The transition to the AI era will be one of the most turbulent times in human history. Right now, we are not preparing ...
I have spent the better part of the last 18 months warning investors the pattern of past returns from investing in new ...
In this post, we summarise his current view that the moats that once protected the hyperscalers are being drained as they ...
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 ...
On Ausbiz today, I discussed why the artificial intelligence (AI) boom may be reaching a crossroads. I looked at the enormous ...
For investors who still think of NRW Holdings (ASX:NWH) as simply a mining contractor, the Financial Year 2026 (FY26) result ...
I joined Jess Maguire on ABC Statewide Drive to unpack the key lessons from the 2026 reporting season. We discussed why ...
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