There’s some early evidence the equity boom is entering a bubble phase. Bubbles can last and keep inflating for a long time.

While Telstra’s share price is up about 80 per cent since the lows of Covid in 2020, the shares are trading at about where ...

In this week’s video insight, the focus is on Rolls Royce’s groundbreaking technology that could transform the green energy ...

Parts of America’s industrial heartland are being transformed, and smokestacks and steel mills are being replaced by the ...

Importers and consumers, then, are likely to bear the brunt. The Yale Budget Lab estimates tariffs could add US$2,400 ...

In 2025, the U.S. enacted the most significant trade policy shift in decades, with average tariffs rising from roughly 2.4 ...

QBE Insurance Group (ASX:QBE), a top 10 company in the portfolios of The Montgomery Fund and The Montgomery [Private] Fund, ...

Trump (always) chickening out (TACO), and The White House proclamation – that tariffs won’t be immediately imposed on refined ...

REA Group, the company behind realestate.com.au, has, perhaps unsurprisingly for those who have followed our commentary here ...

Financial markets are riding a wave of bullish enthusiasm, with stocks, cryptocurrencies, and other speculative assets ...

This morning i joined Juliette Saly on Ausbiz to discuss how investors should focus on central bank actions rather than ...

In this episode of Over the Money Fence, I join Nicola and Di to explore the Three Bucket Strategy – a simple yet powerful ...