Today
- Opinion
- Chanticleer
The next three property shortages have already started
Charter Hall boss David Harrison says the supply shortages and lack of developer confidence we’re seeing in the housing market are playing out across the property sector.
- Opinion
- Chanticleer
Rio Tinto’s push to protect women is making both sexes angry
The attempt to address sexual harassment and bullying captures the collision of the push for increased diversity and another against so-called wokeness.
- Opinion
- Chanticleer
CFMEU’s return to Cbus board shows it’s time for change
Appointing union officials as directors at a time when super fund boards are screaming out for specialist skills raises questions about the need for change.
Yesterday
- Opinion
- Chanticleer
Meet corporate Australia’s top bulldust detector
With nearly five decades of experience in the markets, Gary Weiss has seen it all. Here’s how he spots corporate BS, and his No. 1 rule as a director.
- Opinion
- Chanticleer
This is why Australia is stuck in a rut
Low investment and productivity growth has left the country’s economy in the doldrums. The short-term challenges are large, but we can’t forget the long term.
- Opinion
- Chanticleer
MinRes board fails the pub test. Again
The $45 million transaction revealed by the Financial Review – not by the company – underscores questions over the miner’s governance.
This Month
- Opinion
- Chanticleer
The moment the ACCC boss put the heat on Woolies
The competition regulator is clearly sceptical about the way the supermarket giants use discounts, and whether the market is really competitive.
The one number that could derail ‘dangerously bullish’ markets
The euphoria from Trump 2.0 is impressive, but equities have already been running for two years and strategists are starting to worry.
- Opinion
- Chanticleer
Howard Marks and Sohn’s big stars reveal seven rules for investing
Among the stock picks and stunts at the Sohn Hearts & Minds event, Howard Marks and Nick Moakes provided investors with long-term rules for playing markets.
Billionaires gather in Adelaide for Sohn big bash
The major stock picking conference is on tour for the third time in its nine-year history – as the supercar championships also come to the city of churches.
- Opinion
- Chanticleer
The ‘simple’ secret to how Xero’s CEO became an ASX favourite
In under two years, Xero boss Sukhinder Singh Cassidy has won the market over with her clear strategy and some huge share price gains.
- Opinion
- Chanticleer
This ASX giant is primed for a Trump bump. Australia is already losing
In the last few years, Orica, an $8.6 billion company, has invested $2 billion in the US that should have been spent in Australia. Could that capital flight get worse?
- Opinion
- Chanticleer
Why our top corporate regulator wants less regulation
ASIC chairman Joe Longo says complex regulation is hurting businesses, consumers and the regulator’s work. It’s another window into Australia’s productivity problem.
- Opinion
- Chanticleer
Cbus puts super sector on the edge of a systemic scandal
The banking royal commission taught us seemingly innocuous problems can have huge ramifications. The super sector may be about to learn that lesson.
- Opinion
- Chanticleer
Elon Musk’s job as Trump’s bureaucracy buster could be just the start
Within four months, Elon Musk went from Trump cheerleader to insider. His new role as efficiency tsar could be just the start of his influence.
- Opinion
- Chanticleer
Bonds haven’t flashed this warning sign at stocks for two decades
The risk compensation for sharemarket investors is looking narrow, as stocks and bond yields push higher following Trump’s big win. Beware the signs of froth.
- Opinion
- Chanticleer
Bulls are calling the ‘golden age of crypto’. It’s not all about Trump
Donald Trump’s decisive election win has sent crypto markets surging. But pundits see a much bigger case for optimism around the sector.
- Opinion
- Chanticleer
Dr Doom reveals the big risk you’re not thinking enough about
Nouriel Roubini, the economist who called the GFC, sees Donald Trump’s election as a huge moment. But there’s a big risk Australia needs to watch.
- Opinion
- Chanticleer
Aldi proves populism won’t cut grocery prices
Breaking up Coles and Woolworths makes for a populist soundbite, but Aldi’s evidence at the ACCC supermarket inquiry suggests it wouldn’t drive grocery prices down.
- Updated
- Opinion
- Chanticleer
It was our sexiest lithium stock. Now it’s having major surgery
Liontown Resources has opted for a small-target strategy to try and survive lithium’s nuclear winter.