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7 October 2025
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After years in the doldrums, Australia’s telecommunications industry is improving as pricing becomes more rational. Telstra is the dominant player and should be a key beneficiary of the industry's rising fortunes.
While its impact will take time to unfold, 5G will meaningfully change the world. Once adoption takes hold, there is huge potential for its application across a wide range of industries.
5G technology has amazing potential to step-change our lives with lower costs and higher speeds, but security and political concerns could delay, distort and add costs to its deployment.
The introduction of 5G will deliver more data faster, but the major impact is likely to be pushed into 2020 and beyond. As with all new tech, there will be winners and losers.
The coming of 5G will herald a communication and internet revolution, but the benefits to consumers and society will not automatically translate to huge profits for providers and suppliers. Who will win?
Telstra’s competitive advantage in regional areas may be under threat after the National Broadband Network is rolled out because wholesale costs are expected to equalise for smaller retail service providers.
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.
Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?
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.