The Canary is Coughing
US employment data has long served as an early warning system for the global economy. When American workers start losing jobs, trouble tends to follow…For markets, for Australia, and eventually for your portfolio.
The Problem with Exponentials
The Problem with Exponentials
The difference between AI that can reliably handle two-hour tasks and AI that can handle multi-week tasks isn’t just more capacity. It’s a fundamentally different economic reality.
A Case for Optimism
A Case for Optimism
James’s makes a case for optimism in a market freaking out over tariffs, shutdowns, and AI bubble fears. He thinks three major developments are quietly pointing in the opposite direction to what you may think.
Markets Get Their Shot in the Arm
Markets Get Their Shot in the Arm
We’ve become dependent on the Fed’s needle. Every wobble gets smoothed over with dovish speeches and rate cut hints. Another shot in the arm to send stocks higher.
Forget China (at your peril)
Forget China (at your peril)
While we’ve been navel-gazing, China has been quietly reshaping global trade, flooding markets, and luring back the very investors who fled years before.
A Modern Odyssey for Investors
A Modern Odyssey for Investors
With Christopher Nolan’s film adaptation hitting screens next year, Homer’s wanderer is having a moment. But forget the Hollywood spectacle. The lessons from this Bronze Age CEO are surprisingly relevant for navigating 2026’s markets.
Cassandra Goes Unheard
Cassandra Goes Unheard
Michael Burry from ‘The Big Short’ has emerged into the public eye with fresh bubble warnings. But once again, his warnings are ‘uninvited and unwelcome’ to the market.
The K-Shaped Economy Spells Trouble
The K-Shaped Economy Spells Trouble
As the pandemic showed, the K-shaped recovery is no longer just about income brackets. It’s about which companies serve which customers, and the recent earnings season gave us some signs that the divide is growing.
Crypto Dip
Crypto Dip
James argues that Crypto’s latest dip isn’t a disaster—it’s a disguise. All we see are headlines about falling prices, but he believes Wall Street giants like JPMorgan and Morgan Stanley are quietly building the foundation for crypto’s next major run.
North Star Fading
North Star Fading
We’re funding the most expensive science experiment in history… With shareholders’ money. Investors are starting to get anxious that we haven’t heard a peep from the biggest tech names in some time. While they have been looking North, I’ve been hunting elsewhere.
