scott morrison

In the AFR this weekend I wrote that we’ve been recently gifted two rare cases of outstanding political leadership and bipartisan cooperation that will reverberate...

In the AFR I write that it is the single most important national security decision Australia has made since the Second World War: Prime Minister Scott Morrison forging...

In the AFR I write that the Commonwealth Treasury’s latest advice to government is to assume growth-destroying lockdowns on a rolling basis across Australia into 2022...

A Quick Note: Enclosed is a brief excerpt from my AFR column this weekend (click on that link to read it). For some reason, quite a few people have contacted me saying...

In over 15 years of writing opinion pieces in newspapers, very few have had such a positive response as this AFR column today proposing that the Prime Minister pivot...

Today I write that the RBA's Phil Lowe has effectively declared war on the government's fiscal policy stance in an attempt to sheet home blame for the RBA's inability...

Today I explain why this housing boom is very different to its predecessors, and should not constrain the RBA from cutting rates further to hit its inflation and...

We were the first to publicly canvass the near-term possibility of Aussie QE (actually, it was one our investors who encouraged us to dig into this), and an...

In my column today I reveal that there are some tentative signs that the Aussie housing market may be already turning with a recovery assured by: an RBA rate cut in...

In my column today I argue that ScoMo has a powerful economic policy agenda that will drive innovation, productivity and growth, it is just not the big interventionist...

In my column today I analyse why ScoMo really won, noting that "during the week I advised my investors, media colleagues and friends that it would not be surprising if...

Today I argue that Australia is behaving like the indulgent and entitled child of a billionaire, quote my own 8 year old's analysis of what the two political parties...

In my column today I argue that May presents an intelligence test for RBA governor Phil Lowe; explain why the banks are already doing the heavy-lifting for it by...

A big thanks for the incredible interest in our Complexity Premia podcast! Please note that this is nerdy investment content, and not for retail punters. In this...

Today I argue that while Labor have given ScoMo a shot of winning the election with its shocking recent mis-steps and its bizarre tax-everything-that-moves-platform,...

Today I show how ScoMo has already delivered a $7bn plus budget surplus on a number of the key measures years in advance of what rating agencies and analysts (save...

In my column today I reveal that Australia is now officially experiencing the biggest house price falls on record in almost 40 years: home values across the five...