Optimism versus pessimism. Two trading updates offer a nice illustration of the conflict.
AI is not a substitute for good research.
Don’t celebrate too early. The RBA certainly isn’t.
Do we need central banks? A babysitting co-operative in the 1970s shows us why we might need them, and why we might not.
In this episode of What’s Not Priced In, Greg Canavan takes us through why the market is still underpricing the risk of recession.
We’re so fixated on interest rates that punting on their direction rivals punting on horses. But what use is it? For value investors, not much…