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Circular Disruption – first report

Circular Disruption – first report

It’s a case of what have we created here? When you’re deep in the weeds of designing an event, it’s sometimes impossible to rise above those pesky weeds, low carbon or not, and see the talent and innovation that’s about to wow your audience. But wow us all it did: the speakers, the audience with their engagement and tough questions, and the ...
Solar sharer or solar sinker? Ten reasons why homeowners may or will still want to get rooftop solar

Solar sharer or solar sinker? Ten reasons why homeowners may or will still want to get rooftop solar

Spinifex is an opinion column. If you would like to contribute, contact us to ask for a detailed brief. At face value, the Solar Sharer announcement – three hours of free power every day for everyone that wants it – is a fantastic policy initiative. At last, everyone can get a slice of the action and the whole world (except perhaps some National and ...
Welcome to Firstlinks Edition 637

Welcome to Firstlinks Edition 637

Michael Burry, the investor who famously predicted the subprime mortgage bubble bursting in 2008 and was a central character in Michael Lewis’ book The Big Short, recently revealed that he is shorting more than a billion dollars of shares in tech high-fliers Palantir and Nvidia. Both stocks tanked on the news, though they have recovered some since, and ...
Warren Buffett’s final lesson

Warren Buffett’s final lesson

For a long time, I’ve viewed Warren Buffett as a flawed man. A supreme investor, but a flawed man. It was a view primarily based on Alice Schroeder’s biography of Buffett, The Snowball, in 2008. It painted a picture of Buffett’s private life that wasn’t pretty. That his investing obsession and work ethic took a toll on family life. That he was very ...
The housing market is heading into choppy waters

The housing market is heading into choppy waters

My focus today is the housing market — I fear we’re sailing into dangerous waters. Let’s start with interest rates. The Reserve Bank has spoken and, as widely predicted, rates are on hold — at least for now. But the big question is: where to next? I’m one of 32 so-called experts asked each month to forecast what the Reserve Bank will do at its upcoming ...
Dumb money triumphant

Dumb money triumphant

Is the U.S. stock market in a bubble? I doubt we’re there yet, but one sign of speculative froth is the recent success of retail investors. On average, retail investors exhibit anti-skill in their stock selection decisions, meaning that their holdings underperform the market. So when retail investors are winning, that tells you that market conditions ...

Circular Disruption – first report

Circular Disruption – first report
It’s a case of what have we created here? When you’re deep in the weeds of designing an event, it’s sometimes impossible to rise above those pesky weeds, low carbon or not, and see the talent and innovation that’s about to wow your audience. But wow us all it did: the speakers, the audience with their engagement and tough questions, and the ...

Solar sharer or solar sinker? Ten reasons why homeowners may or will still want to get rooftop solar

Solar sharer or solar sinker? Ten reasons why homeowners may or will still want to get rooftop solar
Spinifex is an opinion column. If you would like to contribute, contact us to ask for a detailed brief. At face value, the Solar Sharer announcement – three hours of free power every day for everyone that wants it – is a fantastic policy initiative. At last, everyone can get a slice of the action and the whole world (except perhaps some National and ...

Welcome to Firstlinks Edition 637

Welcome to Firstlinks Edition 637
Michael Burry, the investor who famously predicted the subprime mortgage bubble bursting in 2008 and was a central character in Michael Lewis’ book The Big Short, recently revealed that he is shorting more than a billion dollars of shares in tech high-fliers Palantir and Nvidia. Both stocks tanked on the news, though they have recovered some since, and ...

Warren Buffett’s final lesson

Warren Buffett’s final lesson
For a long time, I’ve viewed Warren Buffett as a flawed man. A supreme investor, but a flawed man. It was a view primarily based on Alice Schroeder’s biography of Buffett, The Snowball, in 2008. It painted a picture of Buffett’s private life that wasn’t pretty. That his investing obsession and work ethic took a toll on family life. That he was very ...

The housing market is heading into choppy waters

The housing market is heading into choppy waters
My focus today is the housing market — I fear we’re sailing into dangerous waters. Let’s start with interest rates. The Reserve Bank has spoken and, as widely predicted, rates are on hold — at least for now. But the big question is: where to next? I’m one of 32 so-called experts asked each month to forecast what the Reserve Bank will do at its upcoming ...

Dumb money triumphant

Dumb money triumphant
Is the U.S. stock market in a bubble? I doubt we’re there yet, but one sign of speculative froth is the recent success of retail investors. On average, retail investors exhibit anti-skill in their stock selection decisions, meaning that their holdings underperform the market. So when retail investors are winning, that tells you that market conditions ...