Nick Hubble

Whatever political desires have been lurking in Japanese minds are about to be unleashed. The country has the opportunity to govern itself again.

Over the past five years, all sorts of commodity prices have spiked…and then crashed. This is a perfectly normal part of investing during inflationary eras.

About three months ago, I told Australian Gold Fund founder Brian Chu to shut up shop and become a roughneck. Luckily, he didn’t listen.

For almost a year, Australia escaped the worst of Trump’s tariff tantrums. Yet we should be top of the list of targets. Why did we escape?

Six of the world’s eight largest economies are led by populists, or on the cusp of it. Can Australia dodge the same fate? Investors shouldn’t bet on it…

Abandoning fossil fuels was as devastating as abandoning the gold standard. But now the green energy transition is reversing. Which stocks will profit from cheap and abundant energy?

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.

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.

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?

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.