In this video insight, I question whether the trillions being poured into artificial intelligence (AI) infrastructure can ever be justified. By 2028, the industry’s hardware and data centre spend ...

On Martin Place in Sydney’s CBD, the viral song blasted from a local’s speaker, its hooks – “bees in the trap, bee, bees in the trap” and “what’s going on” – perfectly juxtaposed with the real bees ...

In this week’s video insight, I highlight the folly of buying physical gold amid the recent surge in prices. When people were lining up at Sydney’s bullion stores paying nearly $225,000 per kilo, it ...

Yesterday I joined Jess Maguire on ABC’s Statewide Drive to discuss the sharp fall in Meta’s share price after it revealed ...

There are many consequences of gold’s vertical ascent to new all-time highs. One of course, is the queues of first-time buyers forming outside gold bullion stores around the world. A more subtle ...

October 2025 will go down as an extraordinary month for investors. NVIDIA, which has appreciated by over 50 per cent in the ...

Today on Ausbiz I joined Sue Lannin to discuss the striking similarities between the 2011 iron ore boom and today’s ...

I joined Paul Turton on ABC Newcastle Mornings yesterday to discuss how markets remain strong but expensive, with investors ...

In U.S. trading overnight, Nvidia achieved a market capitalisation of US$5 trillion, after which Microsoft, Meta Platforms ...

What does the artificial intelligence boom have to do with Iron Ore? Fourteen years ago, in 2011, a commodity boom in iron ore saw BHP’s share price hit $40 for the first time. It was the 8 th of ...