This was supposed to be a nice little column about the five things investors need to watch as we head into the second half of the year, with markets looking fragile, politics looking wild, and geopolitics as fraught as ever.We were going to touch on how Australia’s housing market correction could shift the psyche of Australian investors and test the resilience of overpriced bank stocks and domestically exposed companies.Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles
The AI boom is eating itself. Is this rally nearing a ‘final innings’?
A stonking profit result from big winners of the AI trade is raising questions about the trillions being poured into the boom. Investors are voting with their feet.










