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
The PBO's bitter truth
17 July 2026Canberra's budgeting is industrial strength gaslighting, Westpac stands up for Superannuation, and Australia leads the world in occupational licensing, the productivity killer.
The Office of AI
15 July 2026The opportunity costs of Australia's rush to establish 'AI standards' will be measured in the unseen innovations, jobs, and productivity gains that a committee in Canberra thwarts.
Why falling house prices aren't always a win
13 July 2026Whether a fall in house prices is 'good news' depends entirely on why they are falling.
Balancing the pain
10 July 2026Labor wants to meddle with interest rates, investing will have to change, and meeting the new Grok.
Protecting jobs by killing growth
8 July 2026Australia won't build the next OpenAI, but could be its most sophisticated adopter... unless Labor ties the sector in regulatory knots first.
Vibes vs. data at the World Cup
6 July 2026The most successful South American team actually plays a highly optimised, European style of football.
Cold comfort
3 July 2026The wrong kind of housing cooling, the ACCC loses its way, and OpenAI proposes the friendliest shakedown in tech.
A new direction
29 June 2026Why proprietary AI is losing its edge, local policy has hit a wall, and where this newsletter is heading next.
The next reform victim
26 June 2026The Albanese government has found its next target, don't bank on a rate cut in 2026, and no matter how bad it gets there's always the UK.
Labor's poison pill
24 June 2026The Greens got their concessions, Labor got its tax hike, and the rest of Australia got a revenue grab dressed as neutral reform.