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Peter Zeihan

America's green transition is taking a beating

The green transition in the US has made great progress in recent years, but the wheels are falling off. This is largely due to economic pressures, lack of financing, and the new tariffs instituted by Trump.

Immigration: Social costs vs. economic benefits

Immigration offers economic benefits, such as tax revenue, increased productivity, and reduced crime, but also challenges, including social cohesion. This looks at how Canada and Germany are balancing these complexities.

China in advanced stage of demographic collapse

New data shows China's demographic issues are much worse than most realise. This is going to be the final decade that China can exist as a modern nation-state because it simply isn't going to have the people to even try.

Electric vehicles and Elon Musk have serious problems

Electric vehicles aren't going to be a large part of our transport future for at least the next decade, probably closer to three decades. There are significant environmental and cost issues that won't be easily solved.

The world's about to hit a brick wall

The Federal Reserve rate hikes will crunch demand from businesses and consumers in the US. But their greatest impact will be on countries outside America that will be starved of capital when they need it most.

The end of Russian oil

Much of the economic commentary on the attack of the Ukraine has focused on oil. Peter Zeihan suggests that much of that discussion has failed to appreciate the pre-war decline of the Russian oil industry.

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Planning

Does your will qualify for the discretionary testamentary trust exemption?

Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.

Lithium's latest drop and what it means for ASX investors

Lithium's latest sell-off has punished ASX miners as prices remain hostage to shifting expectations. The key challenge is navigating a market prone to extreme volatility despite a strong case for the long-term demand outlook.

Investment strategies

CGT reform and fund turnover: who really feels the impact?

The implications of CGT reform are far and wide. As the 50% discount gives way to inflation indexation, turnover and return profiles may become critical drivers of after-tax performance. Some strategies face a far greater hit.

Superannuation

Super was built for a very different Australia

Our retirement system was built around assumptions that no longer hold. Lower homeownership, longer lifespans and changing expectations are exposing cracks that policymakers and super funds need to address.

Retirement

Retirement in reality - 4 months in

Many people spend years planning financially for retirement but little time preparing for what comes next. Four months in, here are the surprising lessons I've learnt on finding purpose, social connection and healthy habits.

Investment strategies

After the Budget, Australia needs its own definition of quality

As tax reforms reshape investment incentives, investors should rethink what quality investing means in the uniquely concentrated Australian market, where traditional frameworks may not translate as effectively.

Datacenters are the new shale oil

Why are tech giants pouring billions into datacentres when the economics look questionable? The most dangerous words in investing may be: "everyone else is doing it". Today's AI boom has striking parallels with the shale bust.

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