Australia

The age pension pays a couple 62% of a comfortable retirement — Equity Mates

9 lessons: the Fed, the ECB and now the RBA all raising, the retirement assumptions that have stopped holding, and Owen Rask on when to rip the band-aid…

2 hrs ago • The Scuttlebutt

Equity Mates: the ASX 200 growth index is down 10.25% over 12 months

15 takeaways: Why 14 of FY26's top 20 Australian stocks were resources, the Saudi export routes that pushed oil back toward $110, and the 13% of…

Sep 17 • The Scuttlebutt

AFR markets reporter on Cathie Wood: "Her fund fell 23% in 2021 and then 67% in 2022"

11 insights: Her case for global GDP growth above 7% by 2030, the $500K Bitcoin base case, and the US data-center backlash she says keeps her up at…

Sep 17 • The Scuttlebutt

Carnegie fellow: a pause on frontier AI alone is too good a deal for China to happen

21 arguments: Why he puts about 10% on doom once political outcomes are counted, the compute-for-access deal he wants Europe to strike, and why…

Sep 16 • The Scuttlebutt

UNSW AI professor: without AI data-center spending Australia was heading for recession

6 arguments: The 200K Australian teenagers with an AI partner, the misuse Anthropic disclosed last week, and why Europe plus Canada plus Australia…

Sep 16 • The Scuttlebutt

James McIntyre: Australia's developer collapse is a private credit problem

5 takeaways: Why floating-rate mortgages make Australia the fastest transmission of rate rises, what a 30 June valuation now misses, and why this will…

Sep 15 • The Scuttlebutt

Todd Barlow: Soul Patts is holding just shy of $3B in cash, about 20% of the portfolio

13 principles: why permanent capital lets him ignore the index, where he thinks US private credit has loosened, and the AI exposure he calls a no regret…

Sep 15 • The Scuttlebutt

Mike Green: the Treasury can retire $2 of old debt for every $1 it issues

12 takeaways: Why the 30-year has no natural buyer left, how Australia's 25% debt-to-GDP undercuts the US fiscal-crisis story, and the gold measure he…

Sep 12 • The Scuttlebutt

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