Have AI’s four horsemen arrived?
Markets
Have AI’s four horsemen arrived?
Why it would be unusual if this time, it was ‘different’.
War can’t be good, can it?
Markets
War can’t be good, can it?
War brings immense human suffering and geopolitical chaos, but historically, equity markets have shown a certain detachment and resilience amid...
Get set for a bumpy 2026
Markets
Get set for a bumpy 2026
A long rally sets the stage for a volatile year.
Should Australia follow Trump’s new brand of capitalism?
Markets
Should Australia follow Trump’s new brand of capitalism?
A new brand of capitalism may be emerging - one where governments take equity in private companies. Is it state overreach, or a smarter way to fund...
What to do about the growing chorus of market correction warnings?
Markets
What to do about the growing chorus of market correction warnings?
Roger Montgomery opines on how investors should approach stocks continuing to rise in an increasingly precarious economic environment