Justin Pyvis
Justin holds a PhD in economics and has 20+ years of policy and investment experience across Australia, NZ, and Hong Kong. These days he’s often found walking cities (jwalk.ing, trying to understand how they work.
More on Trump's tariffs, Albo's upper class welfare, Dutton's housing gimmick, Canada's pain, Australia's challenges, and why are so many of us disabled.
The fallout from the first Trump 2.0 tariffs has continued into the week, with the latest casualty (other than global equities) being the risky crypto that had been bid up on what was ‘supposed’ to be a market-friendly Trump government:
The dumbest trade war in history
Trump’s tariffs on Canada and Mexico are a case of self-flagellation—hurting consumers, exporters, and US credibility with no real gains.
AI's Sputnik moment
Has DeepSeek ignited an AI arms race that will reshape productivity and investment worldwide?
Albanese's future, making housing less affordable, King Dollar, the demise of Britain, and there is no AI moat
An Australia-wide long weekend kicks off tomorrow, and between the Perth Rugby Sevens tournament and Australia Day festivities I’m not going to have all that much time for the usual reading and writing. So the next time you’ll hear from me will probably be in the form of a Hot Take on the all-important December quarter inflation figures (Wednesday).