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Why The AI Boom Is Worse Than The Dot-Com
The technology may be revolutionary. The investment case is far less certain.
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Further Analysis & Commentary
Superannuation Overhaul: Labor’s Revised Tax Plan and What It Means for Investors
On October 13, 2025, Treasurer Jim Chalmers announced significant revisions to the government's proposed superannuation tax reforms. The updated plan…
CMRG BHP Iron Ore: Negotiation, Not a Ban
Traders told Reuters that on the first trading day after Golden Week, China Mineral Resources Group (CMRG) offered multiple BHP…
Tariff Shock, Strong USD: What the Sell-Off Means For Australia
Wall Street closed the week sharply lower after fresh tariff threats on China triggered an afternoon air-pocket. The S&P500 fell…
Australia’s Iron-Ore Gamble: Beijing, Bond Yields and the Commodities Re-set
For decades, Australia’s export juggernaut has been underwritten by iron ore, a product whose flows, pricing, and geopolitics have shaped…
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