ASX 50

Investors should position their portfolios to benefit from three tidal waves ready to take the market - and the world - by storm in order to be successful over the...

Legendary investor Stanley Druckenmiller has launched a broadside at Jerome Powell’s Federal Reserve economic strategy. Kicking off in an OpEd piece in the Wall Street...

Once the darlings of the ASX, the WAAAX stocks have recently tumbled from their throne. It would appear the hullabaloo around inflation (utter kryptonite for stocks...

The iron ore market has continued to boom since my note in late August last year with the benchmark 62% price hitting USD220/tonne, a far cry from the ~USD120/tonne...

Responsible Investing has been around for a long time, but the COVID pandemic seems to have transformed it into a secular trend that could become the dominant strategy...

In a market where an increasing proportion of the winnings are going to a decreasing proportion of companies, it can be difficult to consistently find quality stocks...

After more than two decades working in funds management, Fidelity International's James Abela has proved himself a force to be reckoned with. The portfolio manager's...

Sprott’s spot plan a strong tailwind for Boss. Plus, copper stocks show uranium peers what boom times are like as investors throw cash at them. It’s game on in the...

Back in February 2011 my estimation Woolworths' intrinsic value put it at $23.36. At the time the company traded for $26.42, a 13% premium. Six months later, the...

The outlook for income investors looks remarkably bright, especially when you consider how things were looking just six months ago. Today, Westpac outperformed...

I covered Westpac (WBC) a year ago almost to the day on this forum (click here to view) with the conclusion being: The case to buy banks into current weakness with a...

Clear trends and themes have emerged in investment markets as a result of the pandemic and its effect on discretionary and non-discretionary spending and where we...

Plus, Legend and Breaker show why patience can be a key ingredient in exploration and impending float of Black Canyon to give manganese-hungry investors another...

Following Medallion Financials recent Livewire education piece “How to transform your portfolio” , I thought this Wire would be worthwhile in order to add further...

The majority of Australians' portfolios, for better or worse, suffer from a little thing called "concentration risk". In fact, Medallion Financial Group's Michael...

Owners of Crown hybrids (CWNHB) have one heck of a bet on their hands. Given the current price, holders have taken a strong view that they will be redeemed on or soon...

Why invest The simple answer to the fundamental question of why we invest is of course to make money. Perhaps to build personal wealth, or perhaps to build a...

Plus, our whisper last week on Rumble proved well-founded but don’t forget Zenith, Beament begins his goodbyes at Northern Star, Sovereign prepares for maiden rutile...

The last 12 months in markets have sure been wild. On average, the top five gainers across the ASX 200 returned a whopping 371.5%. And no to you cynics out there, that...

Back in early 2011, something odd was happening in the Australian share market. Equity strategists at local investment banks and stockbrokers were predicting strong...

One of the themes we have been covering extensively for the last 18 months is electric vehicle/renewable energy mass adoption, and its impact on the battery metal...

In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base. At the time, we...

A tech start-up may not be the most conventional place to begin a career in investing but it has certainly suited David Moberley of Paradice Investment Management. He...

I wrote last month that Forager has been selling some wonderful business over the past few months. That has been controversial for some of our clients. Never sell a...