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Professional investors distill techniques to improve and simplify investing.

Success and More Interesting Stuff

Dr Philip Lowe: Interest rates alone can’t conquer Australia’s cost of living crisis

The former RBA Governor says Australia is obsessed with interest rates like no other country, and it is distracting us from bigger issues.
Matthew Kidman
Centennial Asset Management
Education

Media worth consuming – February 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
The Rules of Investing

Steve Johnson: Two small caps on a run and the uncovered gems that could be next

Steve Johnson has refined his process for identifying small cap opportunities over 14 years. Here’s what’s catching his eye right now.
CCL
+3
The Rules of Investing
Livewire Markets
Education

I’m sorry, you don’t need (or even want) property – Part 1/2

A direct rebuttal to a piece from Vishal Teckchandani
Sebastian Ferrando
Koda Capital
Education

Fisher Investments Australia® Reviews the Unsung Benefits of Gridlock

In Fisher Investments Australia’s experience, voters aren’t fans of do-little politicians—true whether in Canberra or Washington, DC.
Fisher Investments Australia®
Education

The illusion of 'risk-adjusted' returns

Flaws with the widely accepted measures of risk in financial markets are creating an illusion for investors in public and private markets.
Tim Carleton
Auscap Asset Management
Education

3 key perspectives to help investor decision making

Vanguard Group’s Global Chief Economist Joe Davis speaks with Tom Piotrowski about the key perspectives he thinks investors should maintain.
CommSec
Education

Don’t be misled: Aussie stocks and bonds outperform residential real estate

Many claims about RRE’s returns combine anecdote, distortion, error and omission. I substitute orthodox theory and long series of data.
Chris Leithner
Leithner & Company Ltd
Education

Do you really need $1 million to retire?

If you’ve ever viewed $1 million as the target retirement savings goal, then this wire is for you.
Sara Allen
Livewire Markets
Education

Crypto’s place in Trump 2.0 era

Trump’s second term is driving shifts in crypto markets and investor sentiment in 2025
Caroline Bowler
BTC Markets
Education

The great cash stash and the risk of doing nothing

Are investors so heavily weighted to cash as they brace for more share market volatility given the uncertainty about global economic growth?
Simon Arraj
Vado Private
Education

Is Telstra still the market leader in Aussie telco? The investment view

What the market is missing on Telstra
TLS
Firetrail Investments
Firetrail Investments
Reporting Season

Morgans' equity strategy insights and 11 key calls for February 2025

Our focus in February is on companies and sectors that continue to see margin resilience and positive earnings trends.
Andrew Tang
Morgans Financial
Education

DeepSeek disruption: What it means for investors

U.S. tech stocks faced a sharp sell-off recently as investors reassessed lofty valuations following the release of a powerful open-source AI model by Chinese startup...
Seema Shah
Principal Asset Management
Education

A proposed tax on unrealised capital gains could hit your super in years to come

New legislation in the Senate could affect more than the anticipated 80,000 Australians in time.
Sara Allen
Livewire Markets
Success and More Interesting Stuff

Inside Chris Corrigan's fierce battle to reform the Australian waterfront

Funds management pioneer and businessman Chris Corrigan took on one of the country's most powerful unions and won.
Matthew Kidman
Centennial Asset Management
Education

Never mind DeepSeek: here’s why the AI mania won’t last

“Revolutionary technology” doesn’t boost productivity, profits or returns. Speculators in AI and crypto are the latest to delude themselves.
+3
Chris Leithner
Leithner & Company Ltd
Education

Media worth consuming – January 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
The Rules of Investing

Fight the FOMO with 4 stocks the herd is overlooking

Momentum is running hot, the winners keep winning and fundamentals don't seem to matter. Here are some tips for keeping your FOMO in check.
+1
The Rules of Investing
Livewire Markets
Education

Did the tech selloff hurt more than it should? Here are 6 tips to avoid the pain next time

When markets are flying and things are concentrated, it's easy to forget portfolio management. The tech selloff reminded us why we shouldn't
Chris Conway
Livewire Markets
Education

Fisher Investments Australia® Reviews Why GDP Doesn’t Drive the Stock Market

A common misperception Fisher Investments Australia sees: that GDP growth correlates with stock market performance
Fisher Investments Australia®
Outlook Series

Livewire readers are full of optimism and anxiety - which one will win the day?

We look at data, the economic cycle, and outlooks from fund managers and research houses in an attempt to answer that question.
Chris Conway
Livewire Markets
Education

The power of the CEO

In this wire, we discuss the value that can be derived from investing with a top-performing CEO
Eric Marais
Orbis
Education

Howard Marks' 4 signs of the top (and other incredibly pertinent lessons for 2025)

25 years ago, credit investing legend Howard Marks wrote a prescient note that would define his legacy. Can he call the top again?
Hans Lee
Livewire Markets
Education

5 questions to ask yourself when capital markets look expensive

Valuations are high. Bitcoin is a hundred grand. Trump is back. Australian elections loom. Uncertainty meets opportunity. Now what?
Sebastian Ferrando
Koda Capital
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