Macro & Policy Drivers
A Case Against Royalties And For A Resource Rent Tax
Royalties tax production. Resource rent taxes tax profits. The distinction may determine how much value Australians receive from their natural resources.
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Further Analysis & Commentary
Global Markets Consolidate After Fed Pause, S&P Breaks $7000
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Gold at US$5000: A Confidence Shock, Not a Speculative Frenzy
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The Australia Real Estate Standard: Part 1 (1990-2000)
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Bitcoin Outlook 2026: What Investors Need to Know
The clean narrative ("stocks down, crypto down") keeps breaking because crypto is being pulled by three different forces at once:…

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