Is Private Credit the Next Subprime?
Blue Owl Capital just shut the door on its investors. And if you’re not paying attention, you should be.
Tariff Déjà vu
Tariff Déjà vu
Trade chaos is ensuing in the wake of the Supreme Court’s ruling on Trump’s tariffs. When uncertainty spikes, there’s a clear place to be.
The Productivity Paradox is Back
The Productivity Paradox is Back
Is AI productivity already here or do we have to wait years before we see it? I take a look at the latest data.
Geopolitics Back in Focus
Geopolitics Back in Focus
While the US and Iran face off in the Persian Gulf, and the broader Western alliance navigates the fractures opened by Trump’s second term, Australia sits in a rare sweet spot.
Tech Stocks: Oversold or Obsolete?
Tech Stocks: Oversold or Obsolete?
The market has thrown out anything remotely connected to traditional software-as-a-service (SaaS) businesses. But high-quality software names with multi-year contracts, regulatory moats, and deep customer integrations have been caught in the crossfire. For patient investors, that’s an opportunity.
Bitcoin’s Identity Crisis
Bitcoin’s Identity Crisis
The new Fed nominee has called Bitcoin a ‘sustainable store of value,’ and the ‘new gold’ for anyone under 40. So why isn’t Bitcoin surging? The answer reveals something important about what Bitcoin is in this moment, and whether it belongs in your portfolio.
The RBA Goes It Alone
The RBA Goes It Alone
While the world’s central banks keep cutting, the Reserve Bank hit reverse on Tuesday.
All That Glitters is D̷͚͂̋o̶͔͐ỏ̵̠̅m̷̪̌e̵͓̐d̵̳͔͒
All That Glitters is D̷͚͂̋o̶͔͐ỏ̵̠̅m̷̪̌e̵͓̐d̵̳͔͒
Gold at record highs isn’t a victory lap — it’s a warning siren for the global financial system.
AI Isn’t Replacing You. It’s Promoting You
AI Isn’t Replacing You. It’s Promoting You
A new paper reveals how ‘the great AI job replacement’ may actually be a future where you become irreplaceable in your workplace.
Much Ado About Nothing
Much Ado About Nothing
Art of the Deal or TACO is asking the wrong question. What should we all learn from this moment?
