US shares have beaten Australian shares for five years. The cause, in our view, is no longer the tech cycle but a deeper ...

Chasing trends yielded two very different results across September and October. What will November have in store?

Want to know how companies are really using AI? Follow the money.Over 85,000 companies use Ramp to manage their business ...

Firmus, AirTrunk and NEXTDC have all hit funding hurdles. Matthew Kidman says that's the real risk for AI stocks, so he's ...

The 2026 U.S. midterm elections have delivered a decisive shift in Washington. While a handful of races remain uncalled, ...

Battery technology and lithium stocks have had a rollercoaster year, rising more than 40% at one point during the Iran War ...

The RBA hiked interest rates on Melbourne Cup Day - that sounds bad for consumers but beaten down retail stocks caught a hot ...

After three decades of falling interest rates, the pendulum has swung. Rising yields have unsettled markets, but for fixed income investors, the opportunity set is looking increasingly attractive.

As contrarian investors, we often find ourselves in unloved areas of the market. Eighteen months ago, lithium miners fell ...

The ASX is worth about 20% more than three years ago but has 200 fewer companies. NAOS’s Sebastian Evans explains why it's ...

October gave investors one of the clearest tests yet of a question we have been exploring on The Rate of Change: when market leadership becomes this concentrated, where does the money go next? The ...

I take a closer look at history to assess whether using inflation to bring about a 'soft default' is a viable policy option for the USA.