How the AI explosion will perfectly offset the demographic implosion
Half the population is terrified of demographic decline. The other half is horrified about AI. The two need to take a long hard look at each other.
There’s nothing artificial about this intelligence
There’s nothing artificial about this intelligence
The Luddites are back. Their campaign against AI is more tech savvy than ever before. But should you listen to their warnings this time?
Was the tariff tantrum just ‘fake news’ too?
Was the tariff tantrum just ‘fake news’ too?
Stocks hit an all-time high last week. That’s not what the tariff tantrum crew were expecting… What happened to the Great Depression they predicted?
What’ll happen to Australia in the next sovereign debt crisis?
What’ll happen to Australia in the next sovereign debt crisis?
Australian investors are in the sweet spot. Our stocks crash on foreign financial chaos. But they are hardly likely to stay down thanks to Australia’s robust economy.
Nuclear is not the only option to avoid a fiscal meltdown
Nuclear is not the only option to avoid a fiscal meltdown
Governments will have to choose between political promises. We can’t afford them all. Reversing the energy transition means the energy industry pays our political bills instead of adding to them.
Buy oil when there’s peace in the streets
Buy oil when there’s peace in the streets
While stocks have recovered from the tariff tantrum, the oil price remains in the doldrums. And that means investors can still join the relief rally at a discount.
The trade war is over. Tax cut chaos is next.
The trade war is over. Tax cut chaos is next.
Trump isn’t just imposing tariffs. He also wants to cut taxes. If the tariff tantrum gave us a taste for how he’ll go negotiate, hold on tight!
China’s plan to pop the AI bubble and sink Mag7 for good
China’s plan to pop the AI bubble and sink Mag7 for good
Back in January, China’s Artificial Intelligence program DeepSeek triggered a trillion-dollar meltdown in US AI stocks in a single day. What if this was just the beginning?
When the world turns on renewables, what does it turn to instead?
When the world turns on renewables, what does it turn to instead?
Plenty of experts warned us that the transition to renewables would be painfully expensive. They also predicted something else: blackouts. Now we’ve had one, what happens next?
Trump is only following his 2016 playbook, so invest accordingly
Trump is only following his 2016 playbook, so invest accordingly
Trump’s plans triggered billions in profits for a small sub-sector of the US stock market. Those profits went truly wild in 2022 and 2023, for reasons Trump predicted.
