One trend will dominate financial markets in 2026. It centres on the most boring investment you can possibly imagine. A cryptocurrency that doesn’t go up or down in price.
Why the AI data centre doubters are delusional
Analysis of the AI boom assumes it is subject to the rules of capitalism. Valuations, returns, cashflow… But what if we are dealing with something more like the Space Race?
MAGAnomics is coming for Australia, whether we vote for it or not
Forecasting is easy. You only need to predict what’s already happening overseas will eventually come to Australia. And the next big shift is the rise of Trump-style economic policy.
Fear the AI boom and bust
100 years ago, the Austrian Business Cycle was developed. It perfectly explains today’s AI bubble. How it was inflated, how it’ll pop and what’s next…
Trump’s Supreme Court saved him, but will his Fed?
Trump’s appointments to the Supreme Court have saved him from Democrat lawfare. But will the Federal Reserve save him from the bursting AI bubble?
Investment fads keep dying before I can profit from them
By the time I’ve figured out how to profit from the latest government-driven investment boom, it suddenly ceases to exit. How can politicians be this fickle?
Breaking up with China is hard to do
While business deals are indeed booming on the back of Trump’s deal making blitz, I’m not convinced they’re offsetting the pace of economic decline.
Australia has hit rock bottom…and struck gold
Booms and busts happen. Does your investment strategy reflect this? Or are you going to complain about a “two-speed stock market” as half your portfolio gets left behind?
The commodity cycle has bottomed, again
Governments crushed resource permitting. Companies under invested in exploration. China overproduced and stockpiled. But demand is about to spike. What could possibly happen next?
The Panopticon is for optimists
Governments have always tried to control their people. But their policies never worked. Technology has changed that. What are they going to come up with next?
