Peter Boyd
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France’s Debt Problem Is Getting Harder to Ignore
For decades, France could afford to postpone difficult decisions about its public…
US Economy Update July: Things Look Worse
The US economy is sending increasingly contradictory signals. On one side, economic…
Why Stocks Rallied After The US Lost Jobs
The United States just lost jobs. Wall Street celebrated. Friday's jobs report…
Company NewsComplimentaryConsumer DiscretionaryGrowth & Emerging OpportunitiesM&A & Capital RaisingsMarketsSmall Cap ($500M – $2B)
Reformation IPO: $1 Billion Test
Fashion has never been short of companies capable of capturing attention. Turning…
ComplimentaryIndustrials & InfrastructureInformation TechnologyM&A & Capital RaisingsMarketsMega Cap (> $50B)
The Hidden Cost of the AI Boom
AI is not just transforming technology. It is transforming corporate finance. Over…
Company NewsComplimentaryEarnings & ResultsIndustrials & InfrastructureInformation TechnologyMega Cap (> $50B)
Big Tech Is No Longer One Trade
For much of the past few years, investing in Big Tech has…
Company NewsComplimentaryEarnings & ResultsIndustrials & InfrastructureInformation TechnologyMarketsMega Cap (> $50B)
Wall Street Is Finally Questioning the AI Spending Arms Race
For the better part of three years, there has been one rule…
Australia Will Never Pay Off Its Debt, That’s Fine
Australia's federal debt is approaching $1 trillion. It's a figure so large…
Russia Suspends Bond Auctions: Is a Default Imminent?
Governments can run budget deficits for years, even decades, provided investors remain…