Blogotariat

In the long history of financial markets, there have been all manner of hot assets; in the Netherlands in the 1630s, it was tulip bulbs, in the 1720s Britain, it was shares in the South Sea Company, and today the hottest asset on the market is anything to do with AI. In the United States,

The post Macquarie rings the bell on data centres appeared first on MacroBusiness.

Wall Street and other risk markets are drifting into holiday mode which means not a lot of selling and small gains here and there although silver and gold are making record highs while the USD is getting sold down the river. Defense stocks helped Wall Street overnight while Yen stabilised somewhat after a big move

The post Macro Morning appeared first on MacroBusiness.

From the Market Ear: Waiting SPX remains stuck inside the range that has been in place since mid-September. We aren’t getting too excited until we break out, either way. Also stuck NASDAQ continues trading the boring range that has been in place for months. Short term range support: 25000, resistance 26000. Big range support: 24000,

Alex Joiner from IFM Investors published the following chart on Twitter (X) last week, showing the explosive growth in Australia’s net overseas migration (NOM), particularly since the end of the Covid-19 pandemic. Joiner noted that as of Q4 2000, it had taken 12 years of NOM to add 1,000,000 people to the population. As of

The post To fix housing, Australia should simply copy Canada appeared first on MacroBusiness.

The absolute madness of the proposed new food rules.

By George Monbiot, published in the Guardian 20th December 2025

Most of what you eat is sausages. I mean, if we’re going to get literal about it. Sausage derives from the Latin salsicus, which means “seasoned with salt”. You might think of a sausage as a simple thing, but on this reading it is everything and nothing, a Borgesian meta-concept that retreats as you approach it.

The first of what may be quite a few articles I reproduce here which I wrote for The Mandarin from around 2016 to 2020 or thereabouts (The Mandarin has put the articles I wrote for them behind its paywall so … Continue reading →

Why did it happen? I think that the combination of four factors (listed below) was close to a sufficient cause. Sufficient at least to make a terrorist attack highly likely. And they are also arguably necessary. I think if you … Continue reading →

Australia renewables gentailer reaches financial close on its first "battery only" project – and its largest project of any sort, to date – in Victoria’s Latrobe Valley.

The post Flow Power reaches financial close on its first stand-alone big battery, in Victorian coal country appeared first on Renew Economy.

Queensland's decision to say no to renewables is bad news for some. But in NSW, it could help Snowy emerge to save the transition away from coal.

The post Snowy could emerge as the fairy godmother in race for contracts and capital to replace ageing coal clunkers appeared first on Renew Economy.

Comments have been a problem for a while, with a large volume of comments, often off-topic and not of high quality.

As a solution to this problem, I have implemented a new policy. Only logged-in users can comment, and only those who are Tally Room members can log in. That’s people who donate $8 (+GST) per month, plus some grandfathered users who give $5 per month and have been doing so since before the price rise.

If you are a Tally Room member and want to have broader discussions, there is always the Discord. Hopefully this will restore the comments to actually being relevant to the content being posted.

It is better late than never, but the Albanese government has finally announced a domestic gas reservation scheme for the East Coast of Australia. Under the plan, Australia’s largest exporters would set aside up to 25% of annual east coast gas production for domestic use. Climate Change and Energy Minister Chris Bowen said Australians “should

The post Labor announces inadequate East Coast gas reservation scheme appeared first on MacroBusiness.

By Stephen Saunders: On its triennial immigration stats, Albanese Australia is a radical outlier not the cautious reformer of embedded media narratives. Not even Bondi can budge him. The Labor-Liberal duopoly has made the concept of Big Australia central to its economic policy. After COVID froze mass migration, Morrison and Albanese rushed it back, bigger than

Japan is confronting existential crises: a rapidly aging demographic, a stagnant economy, crippling debt, fraying relationships with its neighbors, and a declining regional influence. Its military buildup and sanctions against neighbouring countries are only worsening these issues.

On Japan’s Soul Searching: Between Tokyo’s Neon Facade and Aokigahara’s Dark Forest

Tamer Mansour