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Murray Slatter

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When Code, Concrete & Kilowatts Collide

May 10, 2025May 31, 2025 Murray SlatterMonthly Newsletter

May was a nexus month: An unexpected electoral swing in Canberra, a tariff shock that froze China-to-U.S. sailings, and a fresh wave of AI-factory build-outs that will soon gulp more electricity than Japan’s entire grid. “First-order minds trade headlines; second-order […]

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Protected: Demographics, Liquidity, and the Future of Interest Rates

February 16, 2025February 16, 2025 Murray SlatterInvesting, Monthly Newsletter, Supplimentry Insights to Newsletter

There is no excerpt because this is a protected post.

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Navigating the Australia-Sino-U.S. Trade Triangle

February 15, 2025February 15, 2025 Murray SlatterIndustry Insights, Monthly Newsletter, Supplimentry Insights to Newsletter

The recent escalation in trade restrictions and economic nationalism will fundamentally reshape the flow of capital and goods. Australia, as a resource-driven economy with deep trade ties to China and strategic alignment with the U.S., sits at a pivotal moment. […]

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China’s a Risk – How you MUST Navigate to avoid ……

February 15, 2025February 15, 2025 Murray SlatterIndustry Insights, Monthly Newsletter, Supplimentry Insights to Newsletter

China’s Economic Strategy and Its Risks China is aggressively pushing for self-sufficiency in AI, semiconductors, and financial markets, aiming to reduce its reliance on Western technologies and financial systems. However, its ongoing property sector collapse and rising debt burdens pose […]

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The New Reality of Interest Rates and the Cost of Capital

February 15, 2025February 15, 2025 Murray SlatterIndustry Insights, Monthly Newsletter, Supplimentry Insights to Newsletter

The Era of Cheap Debt is Over For years, businesses thrived in an environment of ultra-low interest rates. Easy access to cheap capital fueled expansion, acquisitions, and high-margin business models. However, the landscape has changed, and many executives are still […]

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The Cost of Inefficiency is Rising: Why Businesses Must Adapt Now

February 15, 2025February 15, 2025 Murray SlatterIndustry Insights, Monthly Newsletter, Supplimentry Insights to Newsletter

The New Reality of Business Operations With borrowing costs climbing, companies can no longer afford the inefficiencies that were masked by years of cheap debt. Every percentage point increase in financing costs compresses margins, forcing organizations to scrutinize every aspect […]

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Technology and Innovation: AI, Cloud, and the New Competitive Moat

February 15, 2025February 15, 2025 Murray SlatterIndustry Insights, Monthly Newsletter, Supplimentry Insights to Newsletter

The Digital Imperative Despite economic headwinds, one thing remains clear: businesses that invest in technology will widen the gap between themselves and those who don’t. Artificial Intelligence (AI) and cloud computing are no longer “future trends” – they are today’s […]

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What You Must Do Now: A Strategy for the Next 12-24 Months

February 15, 2025February 15, 2025 Murray SlatterIndustry Insights, Monthly Newsletter, Supplimentry Insights to Newsletter

The global business landscape is shifting rapidly, and leaders must rethink their playbooks. This is not a time for passive observation—it’s a time for aggressive strategic action. The companies that take decisive steps today will define the winners of tomorrow. […]

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“Boy, that escalated quickly”

February 1, 2025February 16, 2025 Murray SlatterMonthly Newsletter

Strategy, Growth, and the 10X Imperative: The World Is Changing – Are You? Pss… here is a very well guarded secret. Globally we have past the inflection point in the system that has supported wealth and prosperity to many over […]

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The High Cost of First-Order Thinking: Why Leaders Must See the Full Picture in a Shifting World Order

January 1, 2025January 1, 2025 Murray SlatterSupplimentry Insights to Newsletter

In moments of profound structural change, simple answers are often the most dangerous ones. First-Order Thinking might soothe us into complacency, offer temporary certainty, and, most concerning of all, give the illusion that complexity has been neatly resolved. Recently, I […]

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Murray Slatter

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