Back in January, which seems like a lifetime ago now, I made some 'stick your neck out' predictions for the year ahead. Some were better than others, and some were a bit of a layup. Auston Mathews - I'm looking at you. This exercise shows the folly of predicting the future. The random walk aspect of financial markets remains undefeated as a model for risk assets. But despite that, we try anyway. Let's look at the results on my half-year report card: Samsung is a better phone/

Now that the 'Sound of Trumpets' sell-off has gained steam, investors can go back to doing what they should have been doing all along - buying good stocks at reasonable prices. The mania over AI, like all fevers, has finally broken. In a classic case of "emperor has no clothes," the SpaceX bond prospectus has completely spooked stockholders into selling. I can just imagine what its "Material Risk" section contains. It must read like a science fiction novel - or maybe a Shakes