Late last month, the International Monetary Fund (IMF) released its annual review of Australia, which lectured Australia about major housing reform.
Last weekend, I was interviewed by Radio 2GB/4BC on Australia's housing crisis.
Leith van Onselen Tuesday 17 December 2024
Leith van Onselen Monday 16 December 2024
Leith van Onselen Friday 13 December 2024
Inflation is not out of control in the US. However, the last three months have shown signs of life in almost every inflation category.
Just a quick post as I'm musing the consequences of what could be a fundamental shift in AI.
Two of the best-performing stocks in our portfolio over the last year or so have been Eli Lilly and Novo Nordisk, due to their successful obesity drug rollouts. The question is whether there is more growth to come or if the share prices have run too far.
