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8 October 2025
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The AI boom has sparked investor euphoria, but under the surface, US big tech is showing cracks - slowing growth, surging capex, and fading dominance signal it's time to question conventional tech optimism.
News nowadays seems to have become even more negative with constant stories of disasters, conflict, wrongdoing, grievance and loss. These risks can’t be ignored yet the history of investing suggests that pessimism doesn’t pay.
Current stock market enthusiasm calls for caution, with rates now in restrictive territory and several indicators portending trouble ahead. There are some opportunities in areas that haven't been caught up in the market hype.
Sir Frank shares his story, including his journey from war-torn Europe, identifying opportunities, key character traits necessary for business success, and the importance of remaining paranoid yet optimistic.
Appetite for margin lending is improving but demand remains a fraction of its peak in 2007. While some advisers and clients may reengage with better products, they are subdued in their outlook for shares.
In the 'bull' part of two articles, three charts justify why US equity markets continue to make all-time highs, and to date, it is the optimistic bulls who are enjoying the market's performance.
US small business expectations are high under a Trump presidency but reality and fundamentals rather than sentiment will need to kick-in soon to justify recent market gains.
This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.
An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.
LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.
Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?
This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.
Retirement can be daunting for Australians facing financial uncertainty. Understand your goals, longevity challenges, inflation impacts, market risks, and components of retirement income with these crucial charts.