Three months into the Iranian conflict have significantly impacted the global economy. The disruption in the Strait of Hormuz has led to fears of an imminent oil crisis. However, the dynamics of the oil market reveals what many have missed…
Digital infrastructure follows the same trend: Research, then scale. The internet did it. The cloud did it. AI is doing it now. As Paul Dichiera explains, the same monetisation question that hung over the last two booms is now dangling over this one. And the answer is the same too.
In this coming era, it won’t be the tech firms spending billions on Capex; it’ll be governments alongside the world’s largest miners and energy firms.
Between now and 2027, Canberra’s tax grab will warp tactics, not strategy. Lachlann Tierney shows you how to ignore the headlines and go back to investment first principles. Here’s what that looks like.
Governments only do the right thing after exhausting all other options. Raising taxes suggests we’re getting closer to real reform.
I was listening to a geopolitical analyst recently called Pippa Malmgren.
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