Hear from the team at Polen Capital as they outline their philosophy: invest in a concentrated portfolio of high-quality, ...
Artificial intelligence (AI) is supposed to have all the answers. It’s supposed to save us time and money. It’s supposed to ...
Capitalism, for all its strengths, has flaws. I’ve long believed it’s the best system we have – socialism fails when it ...
Breville Group (ASX: BRG) delivered a concise trading update at its Annual General Meeting yesterday, focusing on the first ...
History might not repeat, but it rhymes – especially when markets climb to record highs. Indeed, as markets peak, so does ...
Today on Ausbiz I joined Sue Lannin to discuss the striking similarities between the 2011 iron ore boom and today’s ...
October 2025 will go down as an extraordinary month for investors. NVIDIA, which has appreciated by over 50 per cent in the ...
Since my last column Is there a stock market bubble? Here are the warning signs, which was on the topic of recognising bubbles, subtle shifts have been occurring in the risk postures of major global ...
Yesterday I joined Jess Maguire on ABC’s Statewide Drive to discuss the sharp fall in Meta’s share price after it revealed ...
In U.S. trading overnight, Nvidia achieved a market capitalisation of US$5 trillion, after which Microsoft, Meta Platforms ...
I joined Paul Turton on ABC Newcastle Mornings yesterday to discuss how markets remain strong but expensive, with investors ...
I appeared on Ausbiz to review 2024 and talk about the outlook for 2025. Will the Magnificent Seven tech stocks continue their upward climb in 2025? Rising U.S. bond yields could potentially impact ...
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