Wall Street’s great contrarian reveals his playbook for 2025
Investors are all-in on the idea that there’s no alternative to going long US exceptionalism. But one prominent voice is speaking up against the crowd.
Is it time for investors to start looking for some TINA turners?
The return of a TINA (there is no alternative) narrative to financial markets has been one of the most fascinating aspects of the reaction to Donald Trump’s election victory.
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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
