AI Stocks Mask Weakening Market Breadth

This week, Chanticleer columnists James Thomson and Anthony Macdonald explain why the RBA’s latest rate hike is even scarier that it looks, they ask whether Australia’s private credit sector is in such a mess, and reveal why the debate around Australia’s $50 billion float prospect Firmus is only getting hotter.. 

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Further reading:
Two pension giants just put Australia on notice. That’s scary
Our buy-and-hold-forever dreams are shattered – and it’s time to wake up to what’s really going on.
The gulf between Firmus believers and naysayers keeps getting bigger
The neocloud is rapidly heading towards the Australian sharemarket, and outsiders want to know which insiders are locked in – and which are free to sell.
The market’s betting AI will outrun bond yields, Fed rate hikes
We’re in a dangerous twilight zone where the cost of money doesn’t matter.

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