Macro & markets
Is AI in a bubble? A historical perspective
There seem to be three fundamental reasons why booms and busts occur.
Markets are attaching an 88% chance to a rate cut at this week's Fed meeting.
Q3 GDP report hints at capacity constraints
Q3 GDP may reduce not increase the chance of a rate cut from the RBA.
Market Trends: December 2025
Global stocks ended November flat, but Australian shares lagged.
Was the ‘vibecession’ right all along?
Deteriorating sentiment suggests a widening gap between economic performance and public experience.
Q3 GDP in Australia headlines the week ahead.
Disappointing inflation leaves the RBA's rate outlook in the balance
Today's CPI does little to ease fears that the recent lift in inflationary pressures will...
What makes for a quality investment?
The three metrics that define quality investing and why they matter for building long-term wealth.
Wit and wisdom from Warren Buffett’s right-hand man
Two years since Charlie Munger’s passing, revisit his timeless investing lessons.