The Spy Who Hacked Me
The NSA is now using the world’s most powerful AI to break into foreign governments. Cybersecurity is a more durable theme than you think.
The Great Race Just Docked in Melbourne
The Great Race Just Docked in Melbourne
Aussies are fleeing volatile fuel prices for Chinese EV’s. But the promise of independence runs on a supply chain that leads straight to Beijing. For now.
A New AI Leader is Emerging
A New AI Leader is Emerging
It’s been a busy quarter for AI as the biggest names vie for our attention while the biggest Aussie data centres fight for the latest mega-deal from Anthropic.
Volatility Is the New Norm
Volatility Is the New Norm
Tonight’s US data dump lands at a market already looking stretched by hype and rattled by fresh strikes on Iran. Here’s one tool to navigate it.
AI Giveth, AI Taketh Away
AI Giveth, AI Taketh Away
Australia’s unemployment rate jumped to 4.5% in April. While WiseTech and Meta are the latest to cut thousands of jobs. The common thread? Artificial intelligence.
Feels Like Everyone Has an Algorithm Except You
Feels Like Everyone Has an Algorithm Except You
Trump’s latest financial disclosures reveal thousands of stock trades this quarter. The volume points to algorithmic trading. Now we’re offering you your own version to meet this moment.
The Walls are Closing in on Trump
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.
