Wry & Dry #42-26 – SubsRUs. Flying too close to the sun. Drones rain on Tsar Vlad’s parade.

The need to find another submarine has sent the secondhand market into frenzy. The clear loser in the latest polling is the hapless Coalition: really? 20% is all it can muster. Tsar Vald’s Davos rained upon. Victoria: another pre-election announcement of post-election action.
Australia’s Proposed Capital Gains Tax Changes: What Investors Need to Know

The Australian Government’s recent Federal Budget has introduced sweeping proposed reforms to the capital gains tax (CGT) system, representing the most significant overhaul in decades. While not yet legislated, the changes are expected to reshape investment behaviour, particularly in property and financial markets. This article explains how the proposed system will work, who will be […]
National Account – Portfolio Implications

This week in Investment Matters:
population growth has lifted GDP, but not living standards
this is a stagflation risk, not just a weak-growth story
the budget and Iran make the starting point harder