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As we farewell the shores of 2025 and sail into 2026, equity investors seem to be shrugging off fears of an artificial intelligence (AI) bubble and are instead betting on a growing U.S. economy, rate cuts, and a broadening of bullish sentiment beyond ...

From South Sea to AI: Artificial Intelligence (AI) companies seem to be asking investors the question: Just how long can growth be built on the question of future returns - and a productivity revolution - that are by no means guaranteed? The South .. ...

Sir Isaac Newton is enshrined in history as the saint of rational thought. He decoded the laws of gravity, invented calculus, and parsed the rainbow. Yet, in the spring and summer of 1720, the arguably most intelligent man in the British Empire made ...

Hear from the team Polen Capital as they discuss how having a diverse team with different backgrounds, work experience, and viewpoints can enrich the decision making process. By operating on a growth mindset - by encouraging continuous improvement .. ...

I joined Jess Maguire on ABC Statewide Drive to discuss how Black Friday has evolved from a U.S. curiosity into Australia's biggest retail event, now eclipsing even Boxing Day. I explained how the surge in discounting can pull Christmas spending ...

Recently, the BBC interviewed Sundar Pichai, the CEO of Alphabet, Google's parent. With all the claims the artificial intelligence (AI) boom is a bubble - something I have noted cannot be known until after the event - I wonder whether the BBC was ...

Buy and hope. With 30 per cent of the U.S. S&P 500 index trading at more than 10 times sales, and 13 per cent of the S&P 500 by index weight trading at 20 times price-to-sales (P/S) (a level that now surpasses the tech boom of 1999-2000), we'll take ...

In this video, I provide an update on the October performance of Digital Asset Fund's Management's (DAFM) Digital Income Class. Despite significant volatility in Bitcoin - rising to record highs before sharply retracing - the fund continued to ...

The U.S. Federal Reserve (The Fed) has two main mandates: supporting employment and controlling inflation. Until Friday, it looked as if the two were almost perfectly balanced against each other, suggesting that the Fed would keep rates on hold in .. ...

The father of a field of mathematics known as fractal geometry, Benoit Mandelbrot, in his fantastic book, The (Mis)behaviour of Markets, observed that market price movements, unlike the smooth curves assumed in traditional financial models, are ...