Following the release of its Half-Year 2026 (HY26) results, the Australian Stock Exchange (ASX) finds itself at a crossroads, balancing record-breaking volumes with significant regulatory and management hurdles. Volumes and new models
Despite the noise, the ASX’s core business is thriving.
The artificial intelligence (AI) industry is currently grappling with what some experts call a ‘trillion-dollar math problem’. The numbers might not stack up because customers might simply lack the funds to spend on AI tools to allow hyperscalers to achieve a decent return on their AI infrastructure investment.
Commonwealth Bank (ASX: CBA), under the guidance of CEO Matt Comyn, has once again proven why it’s considered the best Australian bank. Despite a muddy economic backdrop and fierce competition in the mortgage market, the bank’s half-year FY26 (1H26) results beat analyst expectations (again).
Former CEO, public speaker and author, Jay Grewal once said, “When it comes to the final nail in your coffin, it doesn’t matter if it’s dull or sharp, it’ll still hold, because a lifetime of prior nails have helped seal that coffin shut.
Last year, I posted a blog entitled ‘But Nothing’s Changed’, describing how the artificial intelligence (AI) bubble and market boom could end. I explained how investors will realise that even though AI technology – hailed as the 4th Industrial Revolution – will change the course of human history, it probably won’t do so tomorrow.
Having returned to work after a little rest and respite, I was recently confronted, nay, berated, by headlines about Labor’s deal to slash borrowing costs for electric vehicles (EVs) as it scrambles to meet climate targets.
On December 18, in a blog entitled Time Magazine Cover Curse, I wrote, “…Gracing the cover of the [TIME] mag isn’t a coronation but a harbinger of doom, because the moment a public figure has permeated the public discourse sufficiently to land the cover, the trajectory inevitably reverses.
It has struck me as curious that one of the sectors of the global market that was hit after the pandemic lockdowns were lifted but has generally failed to recover, is luxury retail.
I joined Sean Aylmer on Fear and Greed to look back at some of the key themes that shaped markets in 2025, including the hype surrounding in artificial intelligence (AI) stocks and the growing case for small caps. We also talked about the rise in gold and silver as the U. S.
2025 was a strong year for small companies and for the Montgomery Small Companies Fund. In this detailed video, I’m joined by Gary Rollo, Co-Portfolio Manager of the Montgomery Small Companies Fund to review the Fund’s performance, key market drivers, and the outlook for small caps and growth companies heading into 2026.
I joined Sean Aylmer for Fear and Greed’s Summer Series to discuss whether the powerful rally driven by artificial intelligence (AI) may now be approaching it’s peak.
