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NVIDIA took a tumble this week as DeepSeek fears overran the market. In this [...]
Articles
I’m assuming most readers are at least somewhat aware of DeepSeek over the past week, [...]
Interest rates and house prices lower together? Wouldn’t that rock the foundations of Aussie entitlement? [...]
One of the Trump Administration’s first acts upon taking the US Presidential Office was to [...]
Here it is. Over the past two years, the Biden administration struck a careful balance [...]
Both Wood Mackenzie and S&P have released separate reports claiming a massive copper shortage. After [...]
In tightening cycles, central banks typically raise rates until something breaks. We have had a [...]
US inflation came in hot overnight. It is worth noting that while there are some [...]
Stock markets were smashed in September. The US market fell over 9%, but closer to [...]
August was a tale of two halves. Global markets rallied for the first half of [...]
After crashing lower in June, stock markets staged a comeback in July. The ASX rose [...]
At a headline level, Australian dividend yields look good. They paid out 4.5% last year, [...]
There are two things that matter in terms of choosing a weight to Australian stocks [...]
June was the month that what we have been saying since the start of the [...]
Central banks worldwide, particularly in the US, have promised to tighten financial conditions. What this [...]
Bonds have just been through one of the worst four-month periods ever, down around 10%. [...]
I have a confession. I don’t know much about the inner workings of combustion engines. Starting combustion [...]
I have a working theory that overall betting odds on elections are affected by what [...]
The global economy is in a delicate state. Nearly every major economy is facing some [...]
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