Mag 7

The Dotcom bubble was manufactured by the US investment banks and wirehouses. The political conditions that allowed it have disappeared.

As some cry "bubble", US tech premiums are shrinking, earnings keep surprising, and history shows market leadership can last for decades.

A lack of ROI and diminishing returns make it a question of when, not if.

While we are focused on US Tech stocks, US Tech stocks are focused on our key resources they need to build their AI Kingdoms.

The macro veteran on the end of US exceptionalism, Australia is the “stagnation nation”, and the one country offering big upside right now

What you need to find the best global equity opportunities outside the mega-stocks, according to JPMorgan, Aikya and American Century.

There’s a lot happening in global markets just two months into the new year. Trump’s tariffs, DeepSeek, European defence spending and Bitcoin all headline a shifting...

Tech giants are pouring billions into AI infrastructure. Is Agentic AI the innovation that justifies the investment — or a risky bet?

Things are looking fragile for the big names, is the golden age of big tech behind us?

In July/August 2007 the ASX 200 plunged 12%. Bear Stearns had just liquidated two of its hedge funds. They had exposure to ‘collateralised debt obligations’. The...