GDP is stuttering in almost all the major global economies. It’s a synchronised downturn. And that makes it all the more dangerous.
Mining Could Be the Only Boom Left on the Road to Net Zero
Net zero requires an impossible amount of resources. As governments crack down on carbon, mining could be the only industry left to invest in. Are you positioned to benefit?
How Immigration Will Swing the Next Election…Everywhere
From New Zealand to Canada, and everywhere in between, immigration is deciding elections. Australia is next. But what does it mean for investors?
How the bipolar Aussie dollar will make or break your portfolio
Exchange rates can redefine portfolio returns. Should you invest overseas to harness the power of a falling Aussie dollar? Or keep your money local as the Aussie dollar powers back above parity?
Why nuclear won’t work in Australia
Nuclear power is a silver bullet that won’t fit the chamber
What if the energy transition fails?
Energy policy makers are taking some rather large punts on future technology.
Japan’s Surprise Attack on the West’s Stockmarkets
For decades, the Japanese funded our soaring stock markets and government deficits. They called it the ‘yen carry trade’…until it blew up on Friday.
The Next Wave of Inflation Will Be Born in a Pool of Hydrogen
Net zero will give us round two of global inflation
Renewable energy’s Nord Stream moment already happened
Renewables rely on sub-sea power cables. What could go wrong?
Net Zero Is Too Expensive…Except in Australia
Only our government can sustain the delusion much longer.
