Chanticleer Have we hit peak Australia, housing tax breaks under fire & AI heads in the sand
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Feb 20, 2026 A lively rundown of a takeover tussle and why miners are winning amid a tech rotation. Debate over whether Australia has reached its growth ceiling and the implications for productivity and rates. Tax reshuffles loom with talk of capital gains, stamp duty swaps and pension means testing. AI adoption sparks hype versus complacency across corporates.
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Peak Australia Warning
- Andrew Irvine warns Australia may have hit its growth capacity without productivity gains, meaning slower future living standards.
- James Thomson says the 2026 outlook is good but 2027–28 could be tougher if productivity isn't improved.
Index Masks Deep Volatility
- Market indices mask extreme single-stock volatility driven by sector rotation into hard assets and emerging markets.
- James Thomson warns many portfolios may be suffering despite the ASX 200 hitting record highs.
Reform The CGT Discount
- Consider reforming the capital gains tax discount to raise revenue and address wealth inequality.
- Anthony Macdonald highlights the proposal could raise substantial funds and slightly cool housing prices.