Windies keep early appointment with Holy Jah
Lol, this is a cricketing nation brought low. Scott Boland hat trick. I haven’t seen figures like that since D4s.
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More Chinese tourists means higher house prices
This is wrong in every way that matters. Yahoo. Australia’s tourism sector says it is “great to see” Anthony Albanese spruiking the country’s postcard-perfect tourism offerings to would-be Chinese holiday-makers in Shanghai The Prime Minister on Sunday witnessed Tourism Australia sign a deal with Chinese travel giant Trip.com to promote Australia as the place to
Macro Afternoon
An uneasy start to the trading week as markets react to further bullying on trade from the Trump regime, with distracting letters sent to the EU and Mexico over the weekend. The USD was up slightly on the weekend gap before losing those gains later in the session as the EU indicated it will just
June 2025 MB Fund Performance
The financial year-end, 30 June, was volatile. After all was said and done, our international fund finished up over 18%, and our Australian fund finished up over 15%. Our tactical growth finished up over 12%. All of our funds look attractive relative to their benchmarks, especially as they were all significantly less volatile than the
The greatest ever copper trade
Bloomberg is out this week talking about the “once-in-a-generation trade” in the copper market: The Aug. 1 deadline for Trump’s 50% copper tariffs signals the endgame for the most profitable trade that industry veterans say they have ever seen… And the traders were only getting started. Trump’s probe fired the starting gun on a massive movement
Why Australia’s economy is so broken
One could write an entire book on all the various drivers of Australian economic ruin. Today we will be taking the usual data-driven approach to examine the big three, in my view. Housing Is The Economy Back at the dawn of the 1990s, business lending was getting on for two-thirds of all outstanding bank lending
Neither China nor Australia wants green steel
Yawn. The Australian. Anthony Albanese and the nation’s biggest miners have made a joint effort to defend the nation’s $100bn iron ore trade with China, with billionaire Andrew Forrest warning that Australia faces an urgent race to fast-track a green metals industry or risk losing market share. The Prime Minister will put Australia’s iron ore trade
Taiwan should defend Taiwan
As usual, everybody is asking the wrong question. AFR. The Trump administration’s undersecretary for policy, Elbridge Colby, is already leading a review into the AUKUS agreement between Australia, the US and the United Kingdom, and increasingly pushing for firmer commitments about how nuclear submarines would be used. Citing five sources, the Financial Times reported that Colby had asked Australia and
Radicalised Albo pushes ANZUS to breaking point
A small majority kept Labor’s China grovelling within acceptable bounds in its first term. But now, a big majority has unleashed a radicalised Albo who is spending his political capital on breaking ANZUS. Washington is not amused, and why would it be while we freeload on its defence capability and build up its archrival’s military?
Canada schools Australia on immigration and housing
When the sun set on 2023, Canada had one of the highest migration rates in the world, welcoming over 1.24 million new migrants over the calendar year, or 3.2% of the population. This left Canada ranked number 11 on the World Bank’s list of nations by population growth for 2023, sandwiched between various nations in