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The Problem with Exponentials

The difference between AI that can reliably handle two-hour tasks and AI that can handle multi-week tasks isn’t just more capacity. It’s a fundamentally different economic reality.

Commodities

Fear the AI boom and bust

100 years ago, the Austrian Business Cycle was developed. It perfectly explains today’s AI bubble. How it was inflated, how it’ll pop and what’s next…

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Technology

The Problem with Exponentials

The difference between AI that can reliably handle two-hour tasks and AI that can handle multi-week tasks isn’t just more capacity. It’s a fundamentally different economic reality.

A Case for Optimism

James’s makes a case for optimism in a market freaking out over tariffs, shutdowns, and AI bubble fears. He thinks three major developments are quietly pointing in the opposite direction to what you may think.

A Modern Odyssey for Investors

With Christopher Nolan’s film adaptation hitting screens next year, Homer’s wanderer is having a moment. But forget the Hollywood spectacle. The lessons from this Bronze Age CEO are surprisingly relevant for navigating 2026’s markets.

Cassandra Goes Unheard

Michael Burry from ‘The Big Short’ has emerged into the public eye with fresh bubble warnings. But once again, his warnings are ‘uninvited and unwelcome’ to the market.

Small-Caps

Macro

Crypto

Economy

Market-Analysis

Is This the Start of the Santa Rally?

After a rough month that saw the ASX 200 drop 8% and local microcaps sink 15%, everyone’s hoping a Santa Rally is around the corner. As US rate cut hopes rise US stocks are edging towards a weekly buy signal. But in Australia, hot inflation has traders worrying we’re heading the other way. In this week’s Closing Bell, Charlie and I break down the diverging paths of the Nasdaq and ASX and where the real action is hiding. We look at fresh moves in copper and an oversold Bitcoin that could be ready to bounce, but we also explain why you might want to de-risk on the way up.

ASX News Update

Resources and Mining

Series

Is This the Start of the Santa Rally?

After a rough month that saw the ASX 200 drop 8% and local microcaps sink 15%, everyone’s hoping a Santa Rally is around the corner. As US rate cut hopes rise US stocks are edging towards a weekly buy signal. But in Australia, hot inflation has traders worrying we’re heading the other way. In this week’s Closing Bell, Charlie and I break down the diverging paths of the Nasdaq and ASX and where the real action is hiding. We look at fresh moves in copper and an oversold Bitcoin that could be ready to bounce, but we also explain why you might want to de-risk on the way up.

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