The Walls are Closing in on Trump
The pressure is mounting on Trump ahead of a key meeting with Xi next week. What could this mean for our markets.
More Power to You
More Power to You
The latest White House declarations underscore the next major theme heading into 2030. And Australia has what they need.
The Thin Red Line
The Thin Red Line
A US$2 billion deal for an AI agent was unwound by Beijing this week. The implications for global AI, capital flows and your portfolio are bigger than the price tag.
What Does China Know That We Don’t?
What Does China Know That We Don’t?
China’s oil hoarding may be a signal for a longer game than the West expects.
Australia’s Vibecession
Australia’s Vibecession
The ASX is diverging from the optimism we’re seeing in US markets. What’s the driving force, and what can we do about it?
If You’re Confused, So Is Everyone Else
If You’re Confused, So Is Everyone Else
The lack of a clear narrative for this market recovery suggests underlying confusion. So what can be done?
The Company Who Cried Wolf
The Company Who Cried Wolf
AI company Anthropic has been on the rooftops shouting about the threats of its upcoming model. Insiders have widely panned the move as a marketing ploy. So where are the risks?
The Last Barrels
The Last Barrels
Australia’s fuel vulnerability just went from theoretical to very real overnight.
The Cockroaches are Multiplying
The Cockroaches are Multiplying
Six weeks ago, I asked whether private credit was the new subprime. Things are only looking worse since.
The Chokepoint Always Wins
The Chokepoint Always Wins
Markets continue to price this as a temporary disruption. But the idea that Iran will simply hand Hormuz back for free looks naïve in the gaze of history.
