For the past couple of months, I have been warning of three things. The first is that this business cycle is not like any other. It...
US Treasury Secretary, Janet Yellen, weighed in on Bitcoin last night, clearly on the negative side. This is important: It is a highly speculative asset and...
All recent data shows that Australian mortgage demand is white hot. The official lending commitments data from the Australian Bureau of Statistics (ABS) showed that the...
In a crazy world, the rational is irrational and the irrational rational. That is how I would describe the state of play in the gold versus...
The recent Chinese trade war on itself via Australia has contributed to tremendous rises in the iron ore price. If it needed any further convincing, this...
The National Broadband Network (NBN) is facing competitive threats on all fronts. Telstra, Optus and TPG are currently rolling out comparatively affordable, fast 5G wireless broadband...
Since COVID-19 struck and Australia’s nanny state kicked into gear, office occupancy has cratered. Whether this is a long-term phenomenon as work from home takes hold...
The Australian dollar made up for lost time versus broader risk Friday night: The trigger was bad news being good news in US jobs following the...
The recent Reddit silver rally was triggered by a post in a Reddit forum thread called WallStreetBets calling for the biggest short squeeze in the world....
Thank you for the invitation to address the National Press Club. This is the third time I have had the privilege of doing so, but it...