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Joshua Peach

This Month

Guy McKellar, Portfolio Manager of Tribecca for the investment firm’s Nuclear Energy Opportunities Strategy.

‘Very high risk, very volatile’: Why this fundie went nuclear

The Chinese AI upstart DeepSeek is the latest event to send uranium stocks sinking. But this long-time energy market guru says investors have little to fear.

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Australia’s healthiest places to live (How does your suburb compare?)

A new study looking at the nation’s healthiest cities has turned up some surprising results. Use our interactive map to discover where your suburb is ranked.

An OpenAI spokesperson said China-based firms were trying to distil the models of leading US AI companies.

AustralianSuper tipped $500m into Nvidia before DeepSeek crash

Australia’s largest super fund was buying up shares in the chipmaker in the lead up to last week’s trillion-dollar sell-off, Wall Street records indicate.

January

OpenAI has suggested DeepSeek leant on its models to create its own as scepticism grew about claims of its low-cost development.

Scepticism grows of DeepSeek’s bold AI claims and ultra-low cost

Donald Trump’s artificial intelligence adviser said there was “substantial evidence” the Chinese start-up had used data sources from its Silicon Valley rivals.

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Local shares are set to open higher, as Wall Street recovered from the DeepSeek shock.

ASX misses record high; Citi, UBS forecast Feb rate cut; Star up 13pc

ASX closer higher, misses record; banks clash on Feb rate cut forecasts, CPI overshoots expectations; Boss Energy soars; Star offloads Sydney sites.

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AirTrunk’s Robin Khuda, Telstra’s Vicky Brady and Google’s Mel Silva give their views on the impact of DeepSeek.

What Australia’s tech leaders think of DeepSeek’s AI

Prominent technology chiefs offer their views on the sudden rise of DeepSeek: it’s a game changer, competition is good and expect more market gyrations.

Hedge funds are betting a second term for Donald Trump could help spur gold prices even higher.

Trump’s $50trn debt problem has Aussie hedge funds rushing for gold

Some investors are betting the precious metal will soar as President Trump fails to arrest America’s spiralling public debt.

Platinum’s Andrew Clifford is shorting a boom in technology stocks following US President Donald Trump’s election win.

Platinum’s Andrew Clifford shorts Trump bump 2.0

The Platinum co-founder’s multibillion-dollar hedge fund is taking aim at rush to US tech stocks sparked by the president’s return to the White House.

A few stock pickers managed to beat the crypto mania in 2024.

The Australian investors who hit the jackpot in 2024

Triple-digit returns abounded for cryptocurrency strategies, but one stock picking veteran managed to outpace the bitcoin bros and take the crown.

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President-elect Donald Trump (left), will be inaugurated as the 47th US president on Tuesday morning (AEDT).

ASX to rise as traders welcome Trump’s return. $A hangs in the balance

The local sharemarket is optimistic, despite concerns Trump’s first acts as president could spell trouble. Wall Street ruled off its best week since the US election.

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New ETF lets investors short ASX stocks, puts hedge funds on notice

A new offering to retail investors will open the door to the kind of high-risk strategies usually reserved for clients of high finance.

Nate Anderson’s research firm Hindenburg claimed a number of high-profile scalps.

Block, Adani short seller Hindenburg Research closes up shop

US activist investor Nate Anderson is disbanding his firm after eight years of “shaking up empires”.

The number of companies and funds listed on the ASX is nearing a two-decade low.

Will a 2025 IPO revival save the shrinking ASX?

The number of ASX listed funds and companies has dwindled to a near two-decade low after billions was pulled in 2024. Hopes are high that 2025 could be a turnaround year.

Macquarie has previously announced lofty climate commitments. It would not commit to them this week.

Macquarie refuses to say whether it stands by climate commitments

Other major local financial institutions indicated that they remained committed to net zero goals amid a recent pullback by global financial firms.

ESG is out of favour as Donald Trump returns to the presidency.

Macquarie, IFM-backed net zero group suspends itself as Trump looms

The world’s biggest climate finance alliance cited “different regulatory and client expectations” in starting a review and making its membership list secret.

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Regal chief investment officer Philip King.

Regal’s King brothers split their stake to attract ETF investors

The high-profile investment house has posted strong returns and made big acquisitions in the past two years. Now it wants to get onto the S&P/ASX 300 Index.

ANZ thinks a cut from the RBA next month is likely after fresh inflation data this week.

ANZ joins forecasters betting on February RBA rate cut

It and Commonwealth Bank agree that mortgage holders may finally get some relief next month, but they are the only two majors predicting that.

Local shares are set to open higher.

ASX falls; Westpac gets downgrade; Star dives 17pc

Australian shares closed lower on Friday, banks drop. ANZ calls February rate cut. Star extends losses. Oil and iron ore advanced. The Aussie hits new two-year low.

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ASX dips in broad sell-off, retail sales rise; Star slumps 25pc

Australian shares close lower in broad sell-off. Retail sales growth rose in November. UBS downgrades Lovisa, Star tumbles 25p. And sell-off hits Aussie bonds.

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Bronte Capital co-founder and chief investment officer John Hempton.

Bronte Capital turns to journalists to revive returns

The famed short seller is turning to journalism to fill a role in its investment team identifying “suspect people” and hoping to reverse its underperformance.

Original URL: https://www.afr.com/by/joshua-peach-p536zp