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
Market Outlook: The Shift From Soft Landing to Geopolitical Risk Premium
The Market outlook for April 2026 has changed sharply in the space of a few weeks. What had looked like…
Magellan Barrenjoey Merger Faces a Harder Test After the Pre-Deal Dividend Disclosure
The Magellan Barrenjoey merger was already a disclosure story. The new dividend revelation has made it a valuation story as…
An Update on The Koala IPO
Koala IPO Overview and Strategic Context Koala, the direct-to-consumer furniture company known for its boxed mattresses and sofas, listed on…
ASX Tech Stocks Are Under Pressure as Rates, War and AI Fears Collide
The latest washout in ASX tech stocks says less about one bad month and more about a market that is…
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