Optimism versus pessimism. Two trading updates offer a nice illustration of the conflict.
Can AI Replace the Art of Investing? | What’s Not Priced In
AI is not a substitute for good research.
Put the Champagne Away | What’s Not Priced In
Don’t celebrate too early. The RBA certainly isn’t.
Do We Need Central Banks: A Babysitting Co-op Story
Do we need central banks? A babysitting co-operative in the 1970s shows us why we might need them, and why we might not.
The Market’s Wrong Bet | What’s Not Priced In
In this episode of What’s Not Priced In, Greg Canavan takes us through why the market is still underpricing the risk of recession.
Should We Care About Interest Rates?
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…
Markets Haven’t Bottomed Yet | What’s Not Priced In
Markets are not at a capitulation low yet. Don’t be surprised by further falls.
ASX Lithium Stocks: Trash or Treasure?
Just because an input is needed, doesn’t automatically mean it’s in short supply.
Are You Consuming Too Much Fast News?
Seeking perspective over today’s speedy financial news.
Investing for Big Winners and Seeing the Future
Is it better to try and fail or never to try at all? And how can investors take lessons from venture capital and apply it to their own investment decisions? Read on to find out…
