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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

Gil Luria: Adobe is priced as an AI loser and in-line results won't fix it

4 calls: why the burden of proof sits with Adobe, what an internal CEO hire signals, the 10-12x multiple it is stuck with, and his read on Oracle's…

Sep 12 • The Scuttlebutt

Rich Swier: a 30% price cut comes back as 30% longer answers, and heavy API users pay

13 takeaways: why he expects an AI winter out of compute and energy, what a three-way market split does to the IPO story, and the reason he would take…

Sep 2 • The Scuttlebutt

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