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Betashares' AUM hit $95 billion this week, up from $90 billion days ago, says its CEO
5 takeaways: Why he predicts a "money personal trainer" in everyone's pocket, his case for a tax-free investing threshold, and why cost is the only…
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Hourglass AI founder on AI seed rounds: "that's only a 10x return on that one company"
10 takeaways: Why AI startups may never need a funding round, how a $1B Australian fund splits its money, the night Startmate's $50M raise froze, and…
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The RBA is expected to hike to ward off complacency — Westpac's international economist
6 predictions: why the RBA may need a second hike, why the property slump will not steer policy, a Fed hike in October, and why Australia's bonds look…
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Motley Fool Australia CIO: most people shouldn't be buying shares individually
14 principles: why he says a crash is coming and to invest anyway, his math on why Australian home loans would eat 77.5% of pay, and the five-step test…
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The age pension pays a couple 62% of a comfortable retirement — Equity Mates
9 lessons: the Fed, the ECB and now the RBA all raising, the retirement assumptions that have stopped holding, and Owen Rask on when to rip the band-aid…
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Equity Mates: the ASX 200 growth index is down 10.25% over 12 months
15 takeaways: Why 14 of FY26's top 20 Australian stocks were resources, the Saudi export routes that pushed oil back toward $110, and the 13% of…
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AFR markets reporter on Cathie Wood: "Her fund fell 23% in 2021 and then 67% in 2022"
11 insights: Her case for global GDP growth above 7% by 2030, the $500K Bitcoin base case, and the US data-center backlash she says keeps her up at…
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Carnegie fellow: a pause on frontier AI alone is too good a deal for China to happen
21 arguments: Why he puts about 10% on doom once political outcomes are counted, the compute-for-access deal he wants Europe to strike, and why…
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UNSW AI professor: without AI data-center spending Australia was heading for recession
6 arguments: The 200K Australian teenagers with an AI partner, the misuse Anthropic disclosed last week, and why Europe plus Canada plus Australia…
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James McIntyre: Australia's developer collapse is a private credit problem
5 takeaways: Why floating-rate mortgages make Australia the fastest transmission of rate rises, what a 30 June valuation now misses, and why this will…
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Todd Barlow: Soul Patts is holding just shy of $3B in cash, about 20% of the portfolio
13 principles: why permanent capital lets him ignore the index, where he thinks US private credit has loosened, and the AI exposure he calls a no regret…
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Mike Green: the Treasury can retire $2 of old debt for every $1 it issues
12 takeaways: Why the 30-year has no natural buyer left, how Australia's 25% debt-to-GDP undercuts the US fiscal-crisis story, and the gold measure he…
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