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This week US President Donald Trump has executed something of an about-face on tariffs on Chinese imports, and predictably the market extended its celebration. This article was first published in The Australian on 16 May 2025. The US-China tariff ...

I joined Roger Maynard on CNA News earlier this week to discuss the recent spike in Chinese imports of Australian beef. The spike comes as China's beef imports from the U.S. have been disrupted due to Trump's tariffs. The U.S.-China trade uncertainty ...

Twenty years ago, U.S. Senator Bernie Sanders delivered a powerful explanation of a political tactic used to persuade voters to support policies that benefit the wealthy, often at the expense of their own interests. In this compelling video, hosted . ...

In this week's video insight, I explore the complex interplay between Trump's political theatrics and the U.S. bond market. I discuss how the Trump administration's liquidity-flooding tactics (via short-dated Treasury bills and Federal Reserve ...

QBE (ASX:QBE) has been a long-term holding of the Australian Eagle Long portfolio, albeit one that has faced its share of missteps over the years. However, in recent periods, the business has undergone a clear and deliberate transformation under ...

The U.S. Copyright Office recently released a detailed report on the complex issue of using copyrighted materials to train artificial intelligence (AI) models, which has sparked heated debate in the tech and creative industries. However, the report's ...

Last week, I joined Juliette Saly on Ausbiz to discuss the contrasting bull and bear market outlooks for 2025. On the bearish side, concerns are mounting over a weakening global and U.S. economy. Bears point to falling earnings expectations, a ...

We recently published a blog post here showing that all of Berkshire Hathaway's alpha between 2016 and 2023 came from just one stock - Apple. Without Apple, Berkshire would have underperformed the S&P 500. I know firsthand how challenging it can be . ...

This week, I spoke with Phil Clark on ABC Nightlife about the latest moves from the Trump administration and their impact on the U.S. economy. We looked at how markets are reacting to Trump's 90-day tariff pause amid ongoing policy flip-flops that .. ...

The U.S. economy and stock market are teetering, according to Federal Reserve Chair Jerome Powell and billionaire hedge fund manager Paul Tudor Jones. Together, they warn that aggressive tariffs and a cautious monetary policy result in the economy .. ...