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I joined Paul Turton on ABC Mornings to discuss how AI is evolving beyond simple prompts into autonomous agents that can act on our behalf, but warned that market expectations may be getting ahead of reality. With trillions set to be spent on ...

Commonwealth Bank (ASX: CBA), under the guidance of CEO Matt Comyn, has once again proven why it's considered the best Australian bank. Despite a muddy economic backdrop and fierce competition in the mortgage market, the bank's half-year FY26 (1H26) ...

Former CEO, public speaker and author, Jay Grewal once said, "When it comes to the final nail in your coffin, it doesn't matter if it's dull or sharp, it'll still hold, because a lifetime of prior nails have helped seal that coffin shut." In what may ...

I joined ABC News, who were reporting on the shifting outlook for markets, to discuss how fading U.S. exceptionalism, a weaker dollar and concerns about China have unsettled investors and driven a rush to gold. While ASX 200 earnings expectations for ...

I joined Juliette Saly on Ausbiz to discuss how the AI trade has shifted from hype to reality. Adoption is proving more cyclical than expected, customers will not pay any price for AI tools, and data centre rollouts face delays from regulation and .. ...

Last year, I posted a blog entitled 'But Nothing's Changed', describing how the artificial intelligence (AI) bubble and market boom could end. I explained how investors will realise that even though AI technology - hailed as the 4th Industrial ...

Having returned to work after a little rest and respite, I was recently confronted, nay, berated, by headlines about Labor's deal to slash borrowing costs for electric vehicles (EVs) as it scrambles to meet climate targets. While I was away, I saw .. ...

On December 18, in a blog entitled Time Magazine Cover Curse, I wrote, "Gracing the cover of the [TIME] mag isn't a coronation but a harbinger of doom, because the moment a public figure has permeated the public discourse sufficiently to land the ...

On statewide drive with Jess Maguire, I explained that recent market volatility reflects investors reassessing some big assumptions, particularly after Donald Trump's nomination of Kevin Walsh as the next U.S. Federal Reserve chair. Many investors .. ...

The strength of U.S. stock markets would have any reasonable investor believing all is well with the world and that U.S. exceptionalism is alive and well. Yet, the stock market's buoyancy belies the head-spinning conga line of events over the first . ...