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Month: July 2025

Insights

Views from the Floor: The Wisdom of Buying Absurdly Expensive Stocks (Or Not!)

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Insights

ASX to fall, but week hinges on RBA speech and Wall Street earnings | AFR

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Podcast

Value Stocks, AI and the Intangibles

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Insights

US inflation: of known and unknown unknowns (the ghost of Donald Rumsfeld) | Adviser Voice

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On The Other Hand

On the other hand | US inflation…of known and unknown unknowns

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Insights

Stephen flags a 3.1% cash rate by year’s end | ausbiz

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Insights

How will Trump’s tariffs impact the RBA? | Financial Standard

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White Paper

The AI Era Begins: The Biggest Technology Shift of Our Lifetime

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White Paper

US climate policy just became much more certain

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