Artificial intelligence (AI), inference is getting cheaper at a pace that is rewriting the usual rules of technological ...

If only to arm you with arguments you might not be apprised of, it’s worth repeating artificial intelligence (AI) critic and ...

In my latest article for The Australian, I examine the growing tax burden on Australian businesses and individuals, and the ...

In a recent Substack post, NYU Stern School of Business Professor Aswath Damodaran – widely recognised as the ‘Dean of Valuation’ – delved into the current state of the equity market and the wave of ...

I joined Juliette Saly on Ausbiz to discuss the growing risks surrounding the artificial intelligence (AI) boom and whether ...

For two years, Silicon Valley and global equity markets agreed that artificial intelligence (AI) is an uncapped frontier where aggressive capital deployment and unchecked spending would automatically ...

The assumption held by the bulls is that the AI boom is an unstoppable train, that OpenAI and Anthropic will seamlessly go ...

The second thing Chalmers & Co need to do is have a laser focus on boosting Australia’s productivity. Get the price of energy down, improve infrastructure, cease all lazy and mindless regulation and ...

The dark clouds over Wall Street are real and observable in metrics like credit spreads and market breadth. However, a ...

Sovereign debt yields continue to climb – is a debt crisis on the cards? In the past six years, French Government ten-year bond yield has jumped from negative 0.3 per cent to 4.9 per cent, the highest ...

I can’t tell you how many times I have heard the expression, “Australian residential Property prices never fall”.  Admittedly these “experts” have enjoyed an enormous 40-odd year bull market. However, ...

In my article for The Australian, I explore why global bond yields continue to rise while equity markets remain largely unfazed. From persistent inflation and geopolitical tensions to growing ...