Justin Pyvis.
Justin has a PhD in economics and 20+ years of experience in policy and investment analysis from working at the WA Treasury and AECOM in Perth, and Aletheia Capital in Hong Kong.
Posts by Justin Pyvis
Canada should open up
23 Aug 2026How Carney can lose the trade war but win the decade.
Competition is a tough weed
20 Aug 2026The trillion-dollar valuations for frontier AI companies may be a mirage.
Cricket Australia's quiet life
18 Aug 2026The loss to Bangladesh stems from a chummy selector, an ageing side, and a monopoly that answers to no one.
Tomago or data centres
14 Aug 2026Australia is spending $2.5 billion to prop up a 20th-century aluminium smelter, when letting it close would instantly free up enough grid capacity to power 20 hyperscale AI data centres.
A royal waste
12 Aug 2026South Australia's royal commission into artificial intelligence is a waste of taxpayer funds.
Australia's data centre shenanigans
10 Aug 2026Chris Bowen is opportunistically using the AI boom to pressure cashed-up tech companies into cross-subsidising his renewables plan.
Should FIFA sell equity in the World Cup?
6 Aug 2026Gianni Infantino's plan to sell equity in the World Cup was an attempted heist.
Situational Awareness
4 Aug 2026A big brain doesn't make you immune to the risks of excessive leverage.
Australia still has an inflation problem
1 Aug 2026Australia's domestic inflation, the poor incentives behind green energy transitions, Australia's new oil refinery, and Argentina's ongoing recovery.
Where is Australia's Zohran Mamdani?
29 July 2026Australia's institutions work to prevent people like Zohran Mamdani from achieving similar political power.