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.
The Trillion-Dollar Bet
The Trillion-Dollar Bet
Prediction markets have grown into a US$50 billion-a-month behemoth almost overnight. Some in Australia want a piece of the action.
The Art of Doing Nothing
The Art of Doing Nothing
The ceasefire is over, the ASX is going sideways and markets can’t pick a direction. History’s best investors say the smartest move right now might be no move at all.
Yellowcake Diplomacy
Yellowcake Diplomacy
Modi’s Melbourne visit is set to unlock a uranium trade twelve years in the making. Australia holds a third of the world’s reserves, but the ASX has been a sleepy place for producers. Is that about to change?
The Empire Steps Back
The Empire Steps Back
On the eve of America’s 250th birthday, Charlie considers what the latest signals from the administration mean for us.
