The Crash Playbook for Small-Caps
The RBA’s rate rise stung, but the market shrugged it off. But a crash is inevitable (as it always is). Lachlann Tierney lays out what he’s looking for to weather the storm.
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Prepare for Escalation: After US Midterms, All Bets Are Off
Preparing for the inflection point in the market: the commodities set to move next
The recession they made us have
America’s bond market is fretting about a recession after a growth boom. Australia skipped the boom and went straight to the slowdown, thanks largely to Canberra’s spending spree.
Trump and Xi Buy Two More Months
Trump and Xi just bought themselves two more months of peace on rare earths. History says truces crack.
Aussie Rates Set to Rise: Commodities Don’t Care
While the market watches the RBA, another data point released on Wednesday will be more important for Australia’s miners.
Mind the Gap — Part 2.
Part 2 of Charlie’s look at AI and work. Electricity’s biggest gains came when factories changed around it. AI presents a similar challenge today. And an opportunity for investors.
