The Line Break
Key trendlines are breaking in some unloved sectors on the ASX. While the signals are all early, it’s worth updating your watchlists.
The Silicon Curtain
The Silicon Curtain
AI could be one of the factors that ultimately split the world into two rival blocs. Where does that leave us?
The Wrong Bubble Pt.2
The Wrong Bubble Pt.2
In part one, I argued the AI build-out looks more like 2008 than 2000. Here is why the hyperscalers keep spending anyway — and the moment that could unwind it.
The Wrong Bubble Pt.1
The Wrong Bubble Pt.1
I have put the AI boom in the same breath as the dot-com bubble before. Looking at how this build-out is actually financed, that comparison now looks too generous.
Groundhog Day
Groundhog Day
Markets once again wake to the same headlines. Each turn of the loop starts from a weaker position than the last. Winners may be the ones who simply ignore it.
AI for Dummies
AI for Dummies
After many requests, here’s Charlie’s stab at how these machines think, connect ideas and remember. Explained in plain English.
Selling the Signal
Selling the Signal
Trading firms can now pay the President’s company for millisecond access to the President’s posts. Most companies have to make a product. This one just makes news.
Greg Canavan Chats Markets on Closing Bell
Greg Canavan Chats Markets on Closing Bell
This week, Greg Canavan joins Charlie to discuss the direction of the ASX, the valuations of some of our biggest players, China’s recent growth hiccups, and what they mean for our local commodity producers.
Canberra’s Cover Charge
Canberra’s Cover Charge
Albanese wants every large AI data centre to fund its own power. If the rules pass, the energy buildout becomes compulsory. The open question is whether the capital stays.
Mission Accomplished
Mission Accomplished
Markets are buoyed by a softer US inflation print thanks to cheaper petrol. But with the Strait of Hormuz erupting again, that win may already be borrowed against the future.
