No one knows for certain if the equity market will crash. The reality of investing is that we can rarely identify a bubble ...

All eyes are on the artificial intelligence (AI) boom, and much thought has been given to whether it’s a boom or a bubble.

Last night, on ABC’s 7.30 news report with Michael Rowland, I discussed whether surging investment in artificial intelligence ...

I joined Paul Turton on ABC Newcastle Mornings today to discuss the broader economic backdrop, including why interest rates ...

On this episode of Over the Money Fence, I joined Nicola and Di to reflect on what really shaped markets in 2025, cutting ...

I joined Jess Maguire on ABC Statewide Drive to reflect on how strong global markets have been over the past three years ...

The recent history of TIME Magazine covers demonstrates the point. It’s known as the “TIME Cover Curse”. Gracing the cover of the mag isn’t a coronation but a harbinger of doom, because the moment a ...

Today on Ausbiz with Juliette Saly, I explained that while low valuations in 2022 set the stage for strong returns, we’re now ...

Indeed, about three-quarters of General-Purpose-Technology (GPT) booms share a similar pattern of colossal over-investment, ...

Back in October, I examined the emerging trend of interest rate cuts across the Western world, looking at why they were ...

At the outset, let me state unequivocally that no one knows whether the equity market will crash. The fact is, we can’t even ...

On Monday the S&P/ASX 200 tumbled two per cent, led by a sell-off in tech stocks. It’s now down about seven per cent over the past month. Concerns about the end of the interest rate cycle in Australia ...