Latest News & Analysis

markets
US markets brief: We’re already living in an AI-driven economy
Plus: Magnificent Five earnings, regional Fed presidents flex their muscles, and jobs report on deck.
US markets brief: We’re already living in an AI-driven economy
US markets brief: We’re already living in an AI-driven economy
personal-finance
Is compliancy eroding the financial resiliency of the average Australian?

Is compliancy eroding the financial resiliency of the average Australian?

Britain’s 1970s collapse shows how a series of pragmatic decisions can quietly erode resilience over time.
stocks
Investors again disappointed by ASX bank result

Investors again disappointed by ASX bank result

Solid result but valuation is stretched.
retirement
Future Focus: Why your super isn’t going to be enough

Future Focus: Why your super isn’t going to be enough

The game has changed. Focus on finding a number that takes your circumstances into account.
personal-finance
The investing mistake I never want to make

The investing mistake I never want to make

Focusing on wealth maximisation may mean investors miss the whole point of investing - choice.
personal-finance
4 income investing mistakes

4 income investing mistakes

Avoiding these mistakes will increase your chances of success as an income investor.
stocks
Big-four bank earnings surge but revenue growth elusive

Big-four bank earnings surge but revenue growth elusive

Shares sell off after results.
stocks
This ASX supermarkets business is now underperforming its largest competitor

This ASX supermarkets business is now underperforming its largest competitor

Competition restrains long-term margins.
stocks
Apple earnings: Let the iPhone 17 cycle rip

Apple earnings: Let the iPhone 17 cycle rip

We raise our fair value estimate for Apple stock.
stocks
Berkshire Hathaway earnings: cash hits record $380 billion on stock sales and solid Q1 results

Berkshire Hathaway earnings: cash hits record $380 billion on stock sales and solid Q1 results

We think Berkshire Hathaway stock is moderately undervalued.
personal-finance
Spending big on AI: So where’s the proof it’s working?

Spending big on AI: So where’s the proof it’s working?

Business leaders must reassess AI’s return on investment using new frameworks that reflect productivity, capability shifts and long-term value creation.
stocks
ASX miner weathers the storm with strong commodity prices

ASX miner weathers the storm with strong commodity prices

Lower volumes due cyclone activity but revenues hold steady.
personal-finance
Unconventional wisdom: Investing remains a craft - even in the age of AI

Unconventional wisdom: Investing remains a craft - even in the age of AI

What a $19 million lunch with Warren Buffett reveals about judgement, process, and machines.
stocks
Eli Lilly earnings: Mounjaro/Zepbound’s massive volume growth more than counters price pressure

Eli Lilly earnings: Mounjaro/Zepbound’s massive volume growth more than counters price pressure

We’ve raised our fair value estimate of Lilly stock.
stocks
OpenAI missed multiple revenue targets - here’s why it likely won’t IPO this year

OpenAI missed multiple revenue targets - here’s why it likely won’t IPO this year

Plus, whichever AI company IPOs first defines what “good” looks like.
markets
How the Iran war is shaping markets

How the Iran war is shaping markets

And what it means for your money.
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