One of the Trump Administration's first acts upon taking the US Presidential Office was to declare a "national energy emergency".

Here it is.

The Australian dollar has been in freefall for a number of months but has rallied in recent days.

OK. Let me get this out of the way up front: Trump will declare victory either way.

Via Goldman's useful Scott Rubner who sees risk on.

The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless earnings.

The first battle between bond vigilantes and King Trump has gone to the former.

DXY is taking a breather.

For the 12 months to Dec 31 it was a cracking year for stocks. To be more specific, it was a cracking year for NVIDIA, and to a lesser extent the other big 6 US technology stocks. So, as long as you had lots of NVIDIA, your portfolio did well. Our global leaders portfolio, a concentrated exposure ...

2025 has seen a huge rise in long term bond yields, causing ructions in the stock market.