Webinars
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
For 13 years, this website has tracked the decline and fall of Australian policymaking. We [...]
A couple of notes from BCA make some good points about the prospects for Chinese [...]
Albert Edwards at Societe General is always worth reading. US growth expectations have crashed in [...]
While Albo is busy spending $27bn of your money on industrial bandaids, existing manufacturing continues [...]
Yesterday, RBA Governor Bullock restated last month’s interest rate guidance in ongoing evidence to Australia’s [...]
FTAlphaville has ripping post on AI. A popular view of generative AI is that it’s [...]
More from the RBA’s new deputy, Andrew Hauser: “Mark encouraged us to be challenging about [...]
The Evergrande saga is intensifying daily. The firm’s equity is all but gone. Its debt [...]
Has anybody else noticed how nobody is talking about a “commodity supercycle” anymore? There is [...]
Following the Great Pandemic of 2020, the global economy is entering a robust recovery. This [...]
In his masterpiece, The World in Depression, Charles A. Kindleberger concludes the major cause of the [...]