The Budget from Hell
In this week’s Closing Bell, Murray and Charlie break down the budget fallout, the opportunities that may emerge during the transition period, and why this remains a brutal but fascinating stock picker’s market.
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Find out how geologist James Cooper combines investment with an understanding of the rocks.
The Last Pre-Internet Generation, and What’s Next…
The AI buildout looks unprecedented. It isn’t. The last time we built like this, fortunes were made and lost. The data centre buildout is the next chapter.
A budget that truly bridged Australia’s inequality
The 2026 Federal Budget might have sealed the Labor Party’s defeat in the next election. Removing negative gearing and the discount on capital gains might be delivering the biggest sucker punch to the people the Treasurer claimed to help.
Jurisdictional Risk Just Went Local
Australia’s budget is walking a fine line; pushing investors into overseas markets.
Iran is bad, but AI stock rebrands might be worse
The Aussie budget is grim, but global markets have a far bigger fish to fry. There have been 33 ‘AI company’ rebrands, US$8.7 billion in ETF inflows, and the market is smelling a whiff of 1999.
