Is AI a bubble or just the beginning? Laffont's latest analysis sheds light on the forces shaping the next major tech cycle.

There's a simple way to cut through uncertainty in the share market – and it starts with knowing your conviction level.

After years of outperformance, CBA's 6.6% slide has investors questioning whether the banks can still justify their premiums.

Analysts keep calling time on the iron ore boom, but the numbers tell a different story. The Pilbara is still paying the bills.

MT20 uses a set of investing principles inspired by Ray Dalio, including one that helps block out unhelpful market noise.

The AI revolution has a hidden cost – energy. From data centres to uranium and lithium, the power race is just beginning.

Not every stock looks overvalued, but the ones carrying the market higher might finally be running out of momentum.

When you compare two decades of returns, one market dominates – and the reason comes down to a single driver.

Some say timing the market doesn't matter, but Marcus argues that knowing when to step aside is part of the game.