Few believed that 100 days into the Trump presidency, the US would emerge as the epicentre of upheaval for global trade. The impact financially is that US indices have underperformed … Read More

Source: AFP, Donald Trump with Larry Elison (Oracle), Masayoshi Son (SoftBank) and Sam Altman (OpenAI) An analysis of events in the weeks leading up to the inauguration, and the days following … Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For July, we discuss earnings numbers as cyclical headwinds become tailwinds … Read More

Dynamite fishing is a term used in angling to describe damaging behaviour that accidentally kills whatever else happens to be in the water nearby the fish that are the target. It … Read More

The recession we don’t seem to be having Source: FrankHH, Shutterstock Markets had braced for impact following the US Federal Reserve rate hikes (+2.25% so far this year) with expectations of … Read More

Hard and soft landings (recession versus not) are now the talk of the day, with a growing list of companies reporting hiring freezes and other cost controls along with lower forward … Read More

Inflation is here and so interest and other costs will rise, which means that margins will be squeezed. Less of each dollar of revenue will go to shareholders, making returns harder … Read More

Estimated dollar content of silicon in the car as at 2030. Note: BOM = bill of materials – i.e. cost of goods sold Source: McKinsey, Intel Semiconductors sell off The semiconductor pull-back … Read More

It was a bad month for markets all around, as the US Federal Reserve finally leaned into its job – getting inflation out of the system. Its mechanism for doing this … Read More

If you have missed out on our FASEA CPD accredited webinar – ‘Disruption: A “Peak” into the Future’ held on the 17 November (12pm Sydney time) and would like to receive … Read More