I joined Jess Maguire on ABC Statewide Drive to unpack the key lessons from the 2026 reporting season. We discussed why ...
Together, Woolworths and Coles Supermarkets generated about $95.3 billion of sales in FY26. Against Australia’s latest ...
On Ausbiz today, I discussed why the artificial intelligence (AI) boom may be reaching a crossroads. I looked at the enormous ...
Australia’s FY26 reporting season looked reasonably strong on the surface, with aggregate profits rising by around 11.6 per ...
The Financial Year 2026 (FY26) reporting season has concluded with corporate Australia in considerably better shape than many ...
The market feels like a non-stop party right now, and it seems prices don’t matter. But according to Burry, history reminds ...
The popular Australian economic narrative includes the argument the consumer is weak, and we are heading towards a recession.
I discuss our positioning in the big four banks and why we maintain a significant underweight. After a period of strong bank ...
Australia’s housing crisis has reached a tipping point, but listening to the federal government, you’d be forgiven for ...
If you follow financial news, like I do, you might have recently heard market commentator Trevor Hall summarise Treasury ...
At a conference in October 1975 at the Winter Gardens in Blackpool, UK, Margaret Thatcher critiqued socialism. … Continue ...
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