For sure AI is going to help companies become more profitable and productive.
But how is it going to go bad, rogue or dangerous? Your guess is as good as mine. But market history is littered with frauds, scams and liars.
By Callum Newman,
Today’s Friday, which means it’s time for the Fat Tail weekly podcast, the Closing Bell.
Today my colleague Murray Dawes explains why he’s going ‘short’ the US market. We also chat about the Japanese threat to financial stability.
By Callum Newman,
The best thing to do, or at least what I’m going to do, is bypass gambling on what the market does, or does not.
Much better, at least in my experience, is to back companies that are building out their future.
By Callum Newman,
There was a nasty drop in the ASX last year, attributed to the yen carry trade. That time, it was short, sharp, and quickly forgotten. But Japan—long ignored in share market chatter—might rumble markets again. Odds are, I suspect Nick is right.The question, as always, is timing.
By Callum Newman,
The implication, at least to me, is that both Aussie consumer and corporate debt are going higher at the same time.
The market is rising to reflect this higher spending coming out. It’s BULLISH.
You see…
By Callum Newman,
Australians are drawn to gold in the same way Americans are drawn to oil. Big money can come from a big find, or bull run in the sector.
And now gold stocks are hot. They have plenty of fuel to keep going. It’s natural there’s high interest around gold.
However, it’s always fruitful to check out ideas that most people aren’t paying the slightest attention too. Here’s one…
By Callum Newman,
Tune in today to watch the latest Closing Bell podcast with Murray Dawes. We discuss the outlook for US stocks, uranium, RBA “bulltish”…plus discuss a few stocks. Tune in now!
By Callum Newman,
Over in the USA, former fund manager Whitney Tilson remains staunch that Alphabet is a good buy.
But it’s core business of search is under threat after looking unbreachable for years.
Why? You can guess: AI.
By Callum Newman,
Now is the time to be investing and following into this sector. According to the Lion investment clock, now’s the time to scoop up what you can and surf the rising liquidity wave.
By Callum Newman,
All the old hands say you’re supposed to buy resources when they’re down in the dumps.
That’s the theory. It’s the timing that’s the bitch. Here’s some help with that…
By Callum Newman,
Investment ideas from the edge of the bell curve.
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