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As expected the RBA raised rates 25 basis points to 4.6%.
This is the 4th rate rise this year and takes rates to the highest level in 15 years.
These 4 hikes have added about $390 a month to a $600k mortgage.
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Wild - China's lead in robotics keeps growing
China installed more industrial robots in 2025 than the rest of the world combined.
International Federation of Robotics: ifr.org/ifr-press-releases/n…
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Australian politicians lead that world in using AI to write their speeches.
From the Economist - more than 20% of speeches in Australia's House of Reps were written using AI.
I wonder if Albo used AI to write about OpenAI's Medicare hack?
Link: economist.com/britain/2026/0…
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Microsoft is the only hyperscaler not borrowing to build data centres.
In fact, its debt is actually shrinking. In its Q3 10-Q the total face value of debt dropped from $49.2bn to $46.2bn.
This will be an interesting dynamic as the data centre build out continues.
This is why you need to own $MSFT.
Unlike other hyperscalers, it hasn’t issued any corporate debt to finance the AI buildout.
It has the largest backlog among the hyperscalers and it’s still the least leveraged.
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The US has more data centre capacity (planned or in operation) than the next 14 countries combined.
China may build infrastructure faster, but the US has a massive head start and has a much larger pipeline.
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Australia's GDP per capita by state.
Mining states dominate with WA roughly 50% above the national average.
But here's the catch: GDP per capita measures what a state produces, not what its residents earn. NT is second on this list but near last on household disposable income.
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Ally grabbed coffee with NorthStar Impact's Claudia Kwan to learn about the small-cap critical minerals, commodities and electrification companies emerging as big AI winners on the ASX.
equitymates.com/friday-fundi…
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Technology is deflationary.
The cost of lighting has dropped more than 16,000x since the early 14th century.
A reminder that over the long term, technology often brings prices down. Sometimes to the point where we can’t even imagine a world without it.
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In the US and UK, fewer and fewer people are drinking.
The same holds true in Australia. A November 2025 survey by ANZ found 47% of Australians had cut back or quit drinking entirely over the past year.
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Experts are almost unanimously predicting another 25 bp rate hike in September - taking Australia's cash rate from 4.35% to 4.6%. For context, the cash rate hasn't been that high since 2011. So, what does this mean for Australians? Find out here: equitymates.com/general/rate…
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In 2021, almost 100 companies of the S&P 500 were trading with a forward price-to-earnings of 40 or more.
Today, it is 27.
There is a fair question about how sustainable earnings are in this AI-fuelled moment, but this isn't a speculative stock market bubble.
Only 27 companies in the S&P 500 are "expensive" with a forward P/E above 40x.
That's the same number as the 2022 bear market and 2020 COVID crash.
Yet the index just closed 1.8% from its record high.
Unreal chart from @mattcerminaro.
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Revenue for AI companies has more than tripled in the past year.
Anthropic + OpenAI alone are almost half of that, $65bn and $40bn respectively.
To put that in perspective Caterpillar, Eli Lilly, Morgan Stanley and IBM all generate around $70bn a year in revenue.
LATEST: Our revenue estimate for the AI economy reached $229 billion annualized by the end of August – up 3.5x in one year.
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Ally recently caught up with Vihari Ross, a portfolio manager at Antipodes, for her tips on how to navigate what appears to be an increasingly frothy market.
equitymates.com/friday-fundi…
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If AI is coming for our jobs - it hasn’t arrived yet.
Last week we got the August job numbers - the US economy added 162,000 jobs. 3x what economists were predicting.
In 2026, the US has added an average of 80,000 jobs a month, up from an average of 10,000 a month last year.
The jobs apocalypse is postponed. An AI jobs boom is here
According to @TheEconomist, AI is actually proving to be a net job creator in the US, easily generating over 1M new positions (from data center construction to AI engineering) to offset back-office layoffs.
While routine admin and customer service roles face real disruption, the overall labor market is proving resilient.
economist.com/finance-and-ec…
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