Cassandra Goes Unheard
Michael Burry from ‘The Big Short’ has emerged into the public eye with fresh bubble warnings. But once again, his warnings are ‘uninvited and unwelcome’ to the market.
Macroeconomic News: Insights into Economic Trends and Developments
The K-Shaped Economy Spells Trouble
As the pandemic showed, the K-shaped recovery is no longer just about income brackets. It’s about which companies serve which customers, and the recent earnings season gave us some signs that the divide is growing.
This chart shows you why the move in resources is just getting started
With James away at the Noosa Mining Conference, Greg Canavan explains why the resource sector looks good in an overvalued market. And recent activity suggests big money could move into the sector in 2026.
AI is the Bubble. Taiwan is the Pin
There’s another major risk that people seem to have forgotten about, and this week, Australia’s intelligence community is making sure we’re paying attention
When will the AI boom turn to bust?
It’s a public holiday in Victoria today. The socialist state thinks it’s a good idea to give the masses the day off to prepare for tomorrow’s grand final.
The Quiet Opportunity in Australian Beef
Australian lean beef has climbed to multi-year highs, while share prices remain muted. That sounds like an opportunity to me.
