Ultimately, the lesson of all these recent market bubbles is not that transformative technologies are illusory, but that ...

The Reserve Bank of Australia (RBA) is stuck between a rock and a hard place. Following four cash rate increases commencing ...

In my latest article for The Australian, I explore why government bonds are becoming increasingly attractive after more than ...

Elon Musk issued a warning over the weekend about the state of artificial intelligence (AI) financing. According to the ...

As CoreWeave’s bond yields recently surged to around 15–16 per cent, compared to roughly 9.7 per cent when the debt was ...

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

ABC Statewide Drive – Is the AI bubble beginning to burst? This week on ABC Statewide Drive, I discussed the recent sell-off in AI stocks and whether the AI bubble is beginning to burst. We explored ...

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 ...

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 ...

BCA Research has published its latest equity strategy report authored by Noah Weisberger, Yifei Liu, and Allen Li, titled Cerberus Paribus: The Three-Headed Threat To Equity Valuations (Bonds, ...

Many years ago, I was asked by an AFR journalist whether I would revise my valuation of ABC Learning Centres, which was a tiny fraction of the traded price at the time, given the Singaporean Sovereign ...

If only to arm you with arguments you might not be apprised of, it’s worth repeating artificial intelligence (AI) critic and author, Ed Zitron’s most recent warnings about the AI bubble, starting with ...