Investors have their eyes firmly focused on developments in the Middle East, and that’s entirely appropriate. At some point, ...
Yikes! Did the U.S. Federal Reserve (Fed) just propose a material reduction in its balance sheet? After the war is over, ...
In my article for Firstlinks, I explore the uneasy disconnect between human tragedy and market resilience. While war brings ...
In late March 2026, the ANZ Roy Morgan Australian Consumer Confidence Index hit the lowest level since the survey began in ...
Fear + Greed Podcast Q+A: As markets surge, this investor still turns to the words of Warren Buffett
The market has surged, jumping 2.6 per cent in a single day on news of a ceasefire in the Middle East. After weeks of ...
If the AGI (Artificial General Intelligence) breakthrough doesn’t arrive as promised, or if the marginal cost of energy doesn ...
The upcoming listing of Firmus on the Australian Securities Exchange (ASX) is being pitched as a generational opportunity to ...
What’s war good for? With apologies to Motown songwriters Norman Whitfield and Barrett Strong, absolutely nothing from ...
On ABC Statewide Drive, I discussed why geopolitical shocks have historically caused short-term market volatility rather than ...
I joined Andrew Geoghegan on Ausbiz to discuss why geopolitical shocks often coincide with resilient equity markets. History ...
Prior to the conflict, investors were debating AI’s immediate and long-term impact. While 2025 was about the rise of the AI “picks and shovels” – enablers like Nvidia – 2026 witnessed the emergence of ...
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