Monday 11th January 2021
INSight #46 with James Stewart
INSight #46 – ‘Which commodity offers the best supply-demand metrics?’, with James Stewart from Ausbil Investment Management.
ASX rallies as regional banks recover, retail underperforms, China growth returns
Positive sentiment continues to return to the local market, with the S&P/ASX200 gaining 0.9 per cent on Wednesday. While the technology sector was the...
The most common illiquidity, risk and volatility fallacies investors face
Lending specialist Daniel Zwirn spoke candidly about investor "credit myths", and the misunderstandings that hold people back in the selection and movement of...
Earnings Season is Here - and It's Going to be Ugly
With July coming to a close, it's time for reporting season - and this year, it's not going to be pretty.
AI isn’t coming for your job. It's coming for your mind
Perhaps in the future the people who thrive won’t be those who use AI most, but those who can still think without it.
Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Daily Market Update: 20 March 2026
ASX (ASX:XJO) tumbles 1.7% as oil surge and rate fears wipe $50bn from market; energy soars, gold miners crushed The Australian sharemarket tumbled on Thursday...
The wholesale loophole: same game, different name
While much progress has been made in the professionalism of advice, Jamie Nemtsas argues that the wholesale loophole threatens to unravel the industry.