Inside the alt-right plot to take over Australia too
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…
Cheap energy unlocks demand for everything else
Cheap energy unlocks demand for everything else
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?
2026 will be the year of stablecoin anarchy
2026 will be the year of stablecoin anarchy
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.
2026 will be the year of stablecoin anarchy
2026 will be the year of stablecoin anarchy
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
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
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
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 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
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
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.
