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Artificial intelligence (AI) has become the market's biggest investment theme, with strong earnings and seemingly reasonable valuations convincing many investors the rally still has further to run. But beneath the surface, several warning signs ...

A layman's guide to CrossBorder Capital's latest financial outlook. The core problem: A tsunami of government debt Macroeconomic research house CrossBorder Capital's Michael Howell recently summarised the dilemma confronting the U.S. Federal Reserve ...

I recently joined ABC Newcastle Mornings with Kylie Morris to discuss why households may benefit from reviewing their spending habits, including a simple exercise of separating expenses into "wants" and "needs" to identify potential savings and build ...

According to the most bullish investors the current bull market bears little resemblance to the tech bubble of 1999/2000. That late-90s tech bubble was fueled by a Fear of Missing Out (FOMO), which was reflected in the very high price-to-earnings (P ...

I wonder whether there's a more fundamental reason for SpaceX crashing 16 per cent overnight and 30 per cent since its June 16 high of US$225.64, beyond the headlines. SpaceX (NASDAQ:SPCX) shares plunged roughly 16 per cent overnight after disclosing ...

The rush to Electric Vehicle (EV) 'adoption' surged globally following the outbreak of the war in Iran and the subsequent spike in fuel prices. In Europe, new EV registrations rose by roughly 34 per cent year-on-year (YoY) across 17 major markets, .. ...

In my latest article for The Australian, I argue that the extraordinary enthusiasm surrounding SpaceX's Initial Public Offering (IPO) may be a warning sign that markets are entering a late-stage speculative phase. Drawing parallels with major ...

The Federal Labor Government's 2026-27 Budget tax reform package represents the most sweeping overhaul of Australia's investment tax landscape in nearly three decades. By winding back the traditional pillars of wealth creation - specifically the 50 . ...

If you want to know where the stock market might be headed, you have to look at the economic gravity being exerted by the bond market. Right now, U.S. stocks and bonds appear to be on a dangerous collision course. Think of it in terms of a feedback . ...

In my latest Firstlinks article, I explore whether artificial intelligence (AI) is following the familiar path of past technology bubbles. As businesses shift from AI experimentation to demanding measurable returns, the question becomes whether the . ...