Diamonds: A Glimmer of Contrarian Opportunity
When De Beers launched one of the most iconic advertising campaigns ever, the legendary “A Diamond Is Forever” idea began. But is it ending?
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The US-Iran ceasefire – Hidden rifts widen inside the Islamic Republic
Last week’s ceasefire agreement between the US and Iran has brought renewed criticisms that this merely delays the inevitable. Iran holds all the cards, and the US gave in. That conclusion misses Iran’s biggest weakness…
The Problem with Exponentials
The difference between AI that can reliably handle two-hour tasks and AI that can handle multi-week tasks isn’t just more capacity. It’s a fundamentally different economic reality.
How to invest in shares during an Australian property crash
Canberra’s housing tax torpedo just turned my smart exit from property‑exposed small caps into a genius move. Meanwhile: your portfolio is now a prediction market-style bet on who wins the next election.
The Next Conflict: China and Taiwan
Will the Hormuz flare up again, or will an entirely new conflict emerge in this era of global instability?
US Government…Meet the AI Bond Market
Bond market giants like BlackRock, Vanguard and PIMCO quietly vetoed Trump’s Fed Chair pick, and now five tech companies are issuing debt that investors trust more than US government bonds.
