ASX 100

It takes a brave person to call an end to gold’s run to record levels in nominal terms. But when the small and big financial papers start writing up calls for gold to...

Rudi Filapek-Vandyck has been analysing stocks for over 18 years, more recently he has applied this knowledge to constructing and managing his own ‘All-Weather’...

The USD gold price hit record highs in July, trading above USD 1,960 per troy ounce. Silver also rallied strongly, up by more than 30% for the month. Declining real...

Raleigh Finlayson is Managing Director of Saracen Minerals, a long term high conviction holding for us. Following their recent entrance into the ASX 100, I spoke...

Earlier this week fund manager Perpetual opened their cheque book, paying $569 million to acquire a majority stake in Dallas-based fund manager Barrow Handley. They...

Plus, its Fosterville frustration as tensions mount over Victoria’s tardy bureaucracy, Hugh Morgan’s gold float starts rattling the can and Chalice’s gold cup runneth...

Heading into the pandemic, Romano Sala Tenna and the team at Katana Asset Management were already carrying higher cash levels. This put them in a prime position to...

The rapid, multi-sector, and indiscriminate sell-down in markets experienced in March 2020 as a result of COVID-19 was lightning fast. So too was the...

The ASX200 got the Fed wobbles yesterday closing down -0.2% after enjoying a very promising start to the day, Queensland closing down their border didn’t help...

A few months ago, I made my case in a video interview with Livewire as to 'Why the bulls are wrong'. Last week, Livewire reached out to me last week as part of a...

Some would label it Australia’s biggest disappointment. After being slammed by the NBN rollout, Telstra now faces its next biggest challenge - 5G. So, is now the time...

In Livewire's Bull versus Bear series, our experts outlined their case for where they feel the market is heading: is it going to stay strong, or collapse in a heap? In...

The ASX200 commenced the last week of July pretty much in the same fashion as most other days, some choppy action around the psychological 6000 area with far more...

It has been quite an incredible ride over the past few months. Back in March, we were looking into the unknown with a pandemic that was both unpredictable and...

Plus, Auteco has plenty to Pickle Crow about with its Canadian project looking set to burst through the 1Moz barrier this year. Congratulations to Elon Musk for...

There are three potential economic outcomes from a new outbreak of virus infections, but all point to gains for the equity market. The difference will be in the...

The world faces two huge challenges right now: one short term (COVID-19), and one long term (climate change). But could the former offer an opportunity to deal with...

After a very bullish session yesterday that saw the ASX 200 put on more than 150pts, the market has given back ~50% of those gains today as attention turned back...

As the global petroleum industry matures, an increasing number of projects are fast approaching their end of productive lives. In Australia currently, the...

Equity markets produced outsized returns in Q2 2020, as shown in Figure 1 below. Much of the damage caused by the COVID-19 pandemic in the first quarter of 2020 was...

In Australia, many investors are familiar with cash, term deposits and equities. However, bonds remain less well understood and under-invested, which could...

In recent months, The Montgomery Fund has accumulated a significant position in Woolworths – it’s now one our largest positions. And we remain positive on the outlook...

The Australian stock market set a new record at the end of June 2020. The ASX Information Technology GICS sector beat the all-time high forward P/E record set in March...

You’d think that Australia’s global winemaker and distributor, Treasury Wine Estates (ASX:TWE), would be reasonably immune to the effects of the COVID-19 pandemic. But...