Buy and hope. With 30 per cent of the U.S. S&P 500 index trading at more than 10 times sales, and 13 per cent of the S&P 500 by index weight trading at 20 times price-to-sales (P/S) (a level that now surpasses the tech boom of 1999-2000), we'll take ...
In this video, I provide an update on the October performance of Digital Asset Fund's Management's (DAFM) Digital Income Class. Despite significant volatility in Bitcoin - rising to record highs before sharply retracing - the fund continued to ...
The U.S. Federal Reserve (The Fed) has two main mandates: supporting employment and controlling inflation. Until Friday, it looked as if the two were almost perfectly balanced against each other, suggesting that the Fed would keep rates on hold in .. ...
The father of a field of mathematics known as fractal geometry, Benoit Mandelbrot, in his fantastic book, The (Mis)behaviour of Markets, observed that market price movements, unlike the smooth curves assumed in traditional financial models, are ...
U.S. Senator from Vermont, Bernie Sanders, and Professor Geoffrey Hinton - considered the 'Godfather of AI' - pointed out last week at Georgetown University that artificial intelligence (AI) and robotics aren't inherently bad, but the people pushing ...
I joined Angus Randall and Julia Bergin from ABC The world to discuss why, despite artificial intelligence's (AI's) enormous long-term promise, early investors often face the highest risks. History shows that major technology advancements usually go ...
In this final part of my two-part series on General Purpose Technology (GPT) booms, I explain how these cycles typically end. History shows that even world-changing technologies - from cars to commercial flight - delivered poor outcomes for most ...
Wall Street on Thursday experienced a stunning reversal in sentiment. Impressive results from the company spearheading the artificial intelligence (AI) revolution, Nvidia (NVDA), and a strong September jobs report initially drove the Nasdaq up more . ...
National Australia Bank (ASX: NAB) delivered its full-year 2025 (FY25) results on 6 November, posting cash earnings of $7.091 billion - essentially flat on FY24 and a touch below the market's $7.18 billion consensus. The share price sold off about .. ...
NVIDIA delivered another blowout quarter (Q3 2025 - ended 26 October, 2025 - released 19 November, 2025), significantly beating Wall Street expectations, and for some, partially alleviating (perhaps only temporarily) concerns about an artificial ...
I joined Phil Clark on Nightlife to explain why the market's sharp fall may reflect growing doubts about the artificial intelligence (AI) boom. I argued that while AI is a powerful General Purpose Technology (GPT) that may change the world (like cars ...
