Posts about Articles

I'm going to look at some different options for superannuation strategies:

There is a lot of paranoia about AI. And we should be worried about it taking jobs too quickly, worsening inequality and mental health effects.

Silver surfed a massive wave, then wiped out. But it remains a long way above long-term prices. Is there a new paradigm for silver, or are we heading back to its long term real price of sub-$20?

Over the past few months, I’ve noticed a subtle but unmistakable shift in the way markets react to political pressure on the Federal Reserve. Traders still move on headlines, but beneath the usual noise there’s a growing sense that the old assumptions about central-bank independence are not as ...

Why your "Green" fund might just be a lump of coal wrapped in expensive paper. Santa Claus was the original ESG (Environmental, Social, and Governance) investor. He maintains a strict (checks it twice) database of global citizens, performs due diligence on their behaviour, and engages in negative ...

Five years ago, during the first Trump presidency, I wrote a controversial post titled Could Trump be Right About Ethical Investing?.

If you listen to the masters of the financial universe, a revolution is upon us. In his 2025 letter, Larry Fink of BlackRock hailed tokenisation as the path to "democratisation." The narrative is seductive: every asset—stocks, bonds, art, real estate—will live on a blockchain. Settlement becomes ...

Quick disclaimer. I run ethical funds. We let clients add or subtract ethical (and investment) themes from all our portfolios. But I've never been a fan of the industry. Seven years ago, in a post titled Ethical Snake Oil, I argued that the booming industry of ESG (Environmental, Social, and ...

I’ve been watching Australia’s inflation story unfold with a mix of familiarity and unease. Each new data release feels like déjà vu: price pressures that refuse to cool, warnings from the Reserve Bank of Australia (RBA) that feel increasingly stern, and a sense that the path forward is narrowing ...

Every cycle has a bellwether. Today it's NVIDIA. We're operating in a two-speed economy where the US consumer looks fatigued, while corporate AI spending is a rocket ship.

The issue with stock markets is not that they are broadly overvalued. The overvaluation is mainly concentrated in the largest AI stocks that also have the best growth. The problem is that if you want to diversify, the rest of your choices are often reasonably priced but have a much poorer growth ...

In recent months, I've had an influx of clients and friends asking about setting up share market investment accounts for children. Direct indexing, fractional shares, and trading with no fixed costs make it much more attractive to invest in shares than it has been in the past.

Getting your investment ownership structure wrong can be a costly mistake. One of the very first and most important steps in investing is to choose what type of ownership structure you are going to use.

I spend a lot of time asking one simple question: Can earnings keep doing the heavy lifting? Valuations are stretched at the top end of the market, and the AI investment cycle is still in full flight. Yet, for all the worry, the income statement remains surprisingly resilient.

Is the gold boom turning to a bust, or is this only the first phase of a much bigger cycle? The bull case depends on why you own gold and how you choose to hold it. The “what” and “how” matter as much as the “whether.”