Posts about Articles

Every week, investors ask some version of the same question: Are we in a bubble? It's a reasonable question. Stock markets have been at elevated valuations. Geopolitical tension is real. Interest rates remain high by recent historical standards. There's plenty to feel nervous about. But that ...

SpaceX is undeniably rewriting the rules of the aerospace industry. With talk of a looming float and valuations stretching to a staggering $1.5 to $1.75 trillion, the company has captured the market's imagination. But a critical question remains: how much of this valuation is built on solid ...

The Australian Federal Budget has ignited a fierce debate around tax reform, with the spotlight firmly fixed on changes to negative gearing and the capital gains tax.

The Australian tax landscape has just experienced its most volatile structural rupture in over two decades. It is worth revisiting the golden rules of tax-efficient investing.

The first question: Why do you want more money in your super? You can save on income tax now. Your superannuation is taxed at 15%for contributions up to a limit. There are also various government incentives. Earnings on investment returns are tax-free in retirement. And prior to retirement, you can ...

It’s been a busy week in the wake of the Federal Budget, and the 2026 CGT shake-up is easily the biggest topic in my inbox. For years, the "50% discount" was the holy grail of Australian investing. Now that it’s being traded in for a return to cost-base indexation and a 30% minimum tax rate, a lot ...

This page contains each chart from the latest property market update. See residential real estate for the forecasting methodology. Within all cities, a clear divergence is occurring between houses and units.

Are Supply Chains Breaking Again? If you read the headlines today, you might think we are on the verge of another massive supply chain crisis. Freight costs are ticking upward, the Strait of Hormuz is a geopolitical flashpoint, and inflation expectations remain stubbornly embedded. It is easy to ...

In elite sport, performance is never accidental.

The ongoing conflicts in Ukraine and the Middle East are doing more than reshaping geopolitics—they are forcing nations to rapidly accelerate their move away from fossil fuels in the name of energy security.

First COVID. Then the Ukraine war. Then tariffs. Now the Iranian war. Plus massive government deficits in many countries. At some point, the concern is that inflationary expectations are going to be permanently embedded into consumers' and workers' psyches. At that point central banks might need to ...

Most Australians think about petrol prices as a weekly annoyance. But what is happening beneath the surface is far more important, especially for investors.

If you can ignore the plume of smoke rising from the Middle East for a moment, the fundamental backdrop for global equities is actually… great. A weak (ish) consumer and cooling inflation suggest a glide path to lower interest rates (except in Australia). At the same time, earnings are booming. ...

Artificial intelligence is often discussed in extremes. Either it will change everything tomorrow, or it is dismissed as another technology bubble. The reality sits somewhere in the middle, but the economic impact could still be enormous. For Australian investors the question is not just whether AI ...