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16 January 2026
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As the bull market revs up, some investors worry about a possible correction. History shows the real question isn’t timing the top, but whether you have the time and liquidity to ride out inevitable downturns.
Questions are being asked of the AI story and the gargantuan investments that tech companies are pouring into it. If you don’t know how exposed your portfolio is to AI, now would be a good time to find out.
Of all the questions facing an investor, when to sell is perhaps the hardest. Unlike with the decision to make an investment, selling it requires you to undo something you have invested intellectual, emotional and financial capital.
There aren't many investment adages that last the test of time. We've identified the perceived truisms of this generation of investors that are likely to come under scrutiny following a horrible year for markets.
We are at a moment in the cycle for both bonds and stocks where investors are afraid to commit in case prices fall further, but they will not care about buying 200 points too soon when the market is 500 points higher.
Many market analysts argue that the pandemic has changed everything but we must judge whether the circumstances are as drastic as billed. A quick review of four major events helps decide if this time is different.
What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.
Nearly all the indicators an investor would look for suggest that this secular bull market is approaching its end. My models forecast that the US is set for 0% annual returns over the next decade.
We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.
Lump sum investing usually wins, but it can hurt if markets fall. Using 50 years of Australian data, we reveal when staging your entry protects you, and when it drags on returns.
It has been years since the US stock market has been so focused on a single driving theme, and AI is unquestionably that theme. This explores what it means for US and global markets in 2026.
The US has elevated energy to a national security priority, tying cheap, reliable power to economic strength, AI leadership, and sovereignty. This analyses the new framework and its implications for Australia.
Most people know Maduro was a dictator and Venezuela has oil. Few grasp the depth of suffering or the country’s democratic history - essential context as the US ousts Maduro and charts Venezuela’s future.