The recent history of TIME Magazine covers demonstrates the point. It’s known as the “TIME Cover Curse”. Gracing the cover of ...

All eyes are on the artificial intelligence (AI) boom, and much thought has been given to whether it’s a boom or a bubble.

No one knows for certain if the equity market will crash. The reality of investing is that we can rarely identify a bubble ...

Back in October, I examined the emerging trend of interest rate cuts across the Western world, looking at why they were ...

Indeed, about three-quarters of General-Purpose-Technology (GPT) booms share a similar pattern of colossal over-investment, ...

Last night, on ABC’s 7.30 news report with Michael Rowland, I discussed whether surging investment in artificial intelligence ...

I joined Jess Maguire on ABC Statewide Drive to reflect on how strong global markets have been over the past three years ...

On this episode of Over the Money Fence, I joined Nicola and Di to reflect on what really shaped markets in 2025, cutting through the noise around artificial intelligence (AI), technology stocks, gold ...

Today on Ausbiz with Juliette Saly, I explained that while low valuations in 2022 set the stage for strong returns, we’re now at the opposite end of the spectrum, with very high price-to-earning ...