Home Wires

Equities

Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Latest: Equities

Equities

The end of software is nonsense

AI may not kill enterprise software. It could make systems of record more valuable as interfaces become personalised and agentic.
Lachlan Hughes
Swell Asset Management
Shares

Paul Xiradis: Bullish resources, cautious on the consumer and hunting for turnarounds

A sluggish domestic economy is weighing on the ASX. Resources, turnarounds and offshore growth stories are on this market veteran's radar.
James Marlay
Livewire Markets
Markets

Lithium price crashes again – but this investment bank says 'Keep calm and carry on' buying ASX lithium stocks

The lithium price is tumbling again, dragging ASX lithium stocks with it, but a major investment bank thinks sellers have misread the signs.
IGO
LTR
+1
Carl Capolingua
Livewire Markets
Equities

Copper is expensive, gold is stretched. Where Schroders is finding value instead

Schroders on the bond market threat and where the team is finding value in Australian equities.
BHP
CSL
Anna Dadic
Livewire Markets
Shares

The ASX stocks most exposed to the next leg higher in rates

UBS has crunched the numbers on which ASX stocks are most vulnerable to rising rates, and which could emerge as relative winners.
Chris Conway
Livewire Markets
Equities

18 red flags: why we shorted a stock that had risen 872% & the $600m wipeout.

Multiple company name changes was one of the key red flags.
EIQ
Dr David Allen
Plato Investment Management
Equities

Six income rules built for markets like these

Reporting season, elevated markets and a changing tax environment are putting a renewed focus on how investors generate reliable income.
APA
+5
Reece Birtles
ClearBridge Investments
Shares

5 low-P/E stocks brokers think are buys

Reporting season is over and I explore Market Index’s low PE stocks with strong broker conviction.
ALD
+5
Sara Allen
Livewire Markets
Shares

ASX mining announcements explained: how to tell a great result from a good one

Open along strike, scoping vs feasibility study, NPV. Mining announcements are written in a dialect all their own – here’s the translation.
BGL
BHP
BOE
+10
Carl Capolingua
Livewire Markets
Equities

Buy scarce resources now, says veteran investment guru Charlie Aitken

These include iron ore. This prompts Barry FitzGerald to look at iron ore up and comers Killi and Arrow, and Rob Curtis' new tin show.
+3
Barry FitzGerald
Independent Journalist
Equities

Where to next after the SaaSpocalypse snapback?

With good software businesses still below their previous highs, and results diverging from gloomy share prices, the opportunity isn't over.
Steve Johnson
Forager
Shares

5 questions every investor should ask before buying a stock (but most don’t)

AllianceBernstein, Auscap, ETF Shares, IML and Platinum reveal the one question each asks before buying a stock. It's not what you'd expect.
Keith Ford
Livewire Markets
Buy Hold Sell

Buy Buy Buy: 11 hot commodity stocks

Forget the holds and sells. Two fund managers pitch 11 commodity stocks they like across five of the market’s most important segments.
CXO
+8
Chris Conway
Livewire Markets
Growth

Why young Australians should abandon the ASX

A lack of growth and diversification means the Australian stock market isn't fit for purpose for those with time on their side.
Tom Stelzer
Livewire Markets
Markets

Buying something for nothing - Lithium, gold and rare earths explorers worth less than their cash

Sometimes the market prices the ground, drill results and resource at nothing. Here's who's on that list, and whether any of it makes sense.
GWR
+2
Kerry Sun
Livewire Markets
Equities

ASX Small Cap investing: Why rotation is building

As large-cap technology momentum slows, capital is rotating into ASX small caps and resources.
Emanuel Datt
Datt Capital
Equities

ASX reporting season: Signals, surprises and stock stories

Resources and healthcare continue to benefit from powerful tailwinds, while banks and consumer-facing businesses face growing challenges.
ANN
BHP
+32
David Wilson
First Sentier Investors
Equities

A difficult market to grapple with

The more closely I watch this market, the less I understand it. Maybe the investor checking their portfolio once a month has it right.
Ryan Lim
Alpha Insights
Reporting Season

The Australian share market is broken

Final stats, notes and observations from the August reporting season that has failed to improve sentiment for Australian equities
AD8
BHP
BRG
+3
Rudi Filapek-Vandyck
FNArena
Equities

2 ASX dividend stocks to watch (and where to look for special dividends)

What the August Reporting season tells us about the next wave of dividend darlings and how investors can capture stronger yield
ALD
ALX
+6
Charles Casey
Solaris Investment Management
Equities

One in three ASX companies make unvalidated AI mentions

Companies are mentioning AI more and more, but does the rhetoric carry any substance?
BRG
Marcus Howes
Plato Investment Management
Equities

Is 4D Medical the real deal? CEO Dr Andreas Fouras makes his case

After a stunning share price run, 4D Medical has plenty of believers and sceptics. CEO Dr Andreas Fouras makes the case for what comes next.
4DX
Chris Conway
Livewire Markets
Equities

Sell in September? Why the ASX data say this year could be different

It's that time of year again. Could the stock market's worst month hurt investors again?
Tom Stelzer
Livewire Markets
Equities

The AI boom’s next big risk

Nvidia’s earnings prove the AI surge continues, but expanding capacity and rising debt signal a shift toward critical overbuild risks.
Damien Klassen
Nucleus Wealth
Equities

Five boring ASX stocks the market may be overlooking

We rated just 46 of 279 companies a BUY this reporting season, and the best opportunities we found were anything but exciting.
ARF
+2
Ryan Lim
Alpha Insights
1-25 of 8878
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now