Canberra’s Cover Charge
Albanese wants every large AI data centre to fund its own power. If the rules pass, the energy buildout becomes compulsory. The open question is whether the capital stays.
Latest
The Lunch That Changed Everything
It’s always good to catch up with an old friend over lunch. But this lunch 13 years ago changed my life. What we talked about that day could change yours too…
Mission Accomplished
Markets are buoyed by a softer US inflation print thanks to cheaper petrol. But with the Strait of Hormuz erupting again, that win may already be borrowed against the future.
Oil Hoarding: The #1 Risk to the Market from here
Chronic underinvestment. A genuine supply shock. A market that had written off the sector. That’s the 1970s setup, and it’s shaping up again today.
Pick a Direction
Summertime in the north means sleepy markets, but that doesn’t mean risk isn’t present. After an ambling year for the ASX, we look to be at a crossroads.
Higher taxes are a sign of desperation before the end
Governments around the world are raising taxes at the same time. But why? And what does it tell us about the future? There are three possibilities…
