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

Equities

Why “value” ETFs underperform – and most ETFs are poison

I’ve previously shown why value stocks excel; I now show why value ETFs don’t – and also why factor, sector and thematic ETFs are toxic.
Chris Leithner
Leithner & Company Ltd
Equities

Navigating the AI singularity: a contrarian approach to a reconfigured world

As AI reconfigures the global economy, Contrarius sees shares through the lens of three distinct buckets: AI-Winners, Proof, and Threatened.
Chris Watson
Contrarius Australia
Equities

2026/27 Budget: Playbook for a hard landing?

Australia’s economy is already operating on a knife’s edge. With sweeping proposed changes to property taxation and capital gains, the question is no longer IF...
Dion Hershan
Yarra Capital Management
Equities

Could $350 billion of fresh stock from Alphabet, Anthropic and SpaceX crash the AI bull market?

Four companies are raising over US$350 billion as Goldman tips $1.175 trillion of US equity supply in 2026. Can the AI rally absorb it?
Kerry Sun
Livewire Markets
Equities

The market is wrong on rates says Milne, so here's what she's buying

The outlook for banks is getting tougher but real estate could get stronger as rate hikes hit a pause.
Keith Ford
Livewire Markets
Equities

Cygnus’ robust takeover premium shows valuation disconnect in ASX copper space

Plus, Chalice prepares to drill strong copper-rare earths target and PhosCo keeps growing its world-scale fertiliser project.
CHN
+1
Barry FitzGerald
Independent Journalist
Income

Buy Hold Sell: 8 consistent ASX dividend stocks (and 2 big buys)

In a special Income Series episode, Peter Gardner and Michael O'Neill tackle 8 popular income stocks and pitch one of their own.
AMC
BHP
COL
+7
Buy Hold Sell
Livewire Markets
Equities

AI, capital cycles and value investing

Heavy investment, uncertain adoption, and wide outcome dispersion define today’s AI landscape.
John Goetz
Pzena Investment Management
Equities

How to profit from trickle down AI-nomics

The biggest players in the AI game have rocketed to the top of market cap lists, but there is value right through the supply chain.
Keith Ford
Livewire Markets
Shares

Collins St nailed gold and oil. So which commodity is next?

The process that identified uranium, gold and oil is now pointing to another overlooked market with rising demand.
Chris Conway
Livewire Markets
Equities

SpaceX IPO: overvalued? overhyped? Or a must-own when the entire SYSTEM may be buying it?

Does it matter what the "right" price is, if the entire index system is structurally forced to buy it on day 15 regardless? Lets have a look
Murdoch Gatti
York Wealth Management
Expert Insights

The companies controlling their own destiny, on sale at unusually attractive prices

These companies are not relying on interest rates, commodities or economic cycles to drive growth. That's exactly the point.
Chris Conway
Livewire Markets
Equities

Markets are wise, but not always

The stock market is the largest crowd there is, but like any crowd it is wise only under certain conditions.
Evan Metcalf
Savana Active ETFs
Equities

Understanding the global semiconductor boom

Every time someone uses ChatGPT, streams Netflix, uploads to the cloud or drives an electric vehicle, semiconductors are working behind the scenes. These tiny chips...
+4
Global X ETFs
Global X ETFs
Income

The ASX has just one dividend aristocrat (plus a handful of contenders)

Australia has just one dividend aristocrat and a handful of contenders. We dig into 20 years of ASX dividend data. Here's what we found.
Kerry Sun
Livewire Markets
The Rules of Investing

James Abela: The high-stakes search for Quality

AI might be the one big theme in markets but Fidelity’s James Abela says there are many ways to play it.
The Rules of Investing
Livewire Markets
Equities

The ASX miner topping the list of most-shorted stocks

Lotus Resources is pulling away from the pack in terms of short interest while GYG gets a reprieve.
BAP
BOE
+6
Tom Stelzer
Livewire Markets
Income

Perpetual's Sean Roger on finding real opportunities at a time of volatility

The Perpetual portfolio manager shares where they're looking for solid performance and where the risks are for Australian income investors.
GPT
JBH
+1
Tom Stelzer
Livewire Markets
Equities

The budget and its impact on your retirement

The Federal Budget announced earlier this month has triggered discussion regarding investment strategy for investors.
Rudi Minbatiwala
Blackwattle Investment Partners
Equities

Which ASX stocks still have a moat in 2026?

A contrarian AI thesis, surprising stock picks and a warning for investors chasing expensive growth.
AGL
ALD
BHP
+12
Stephanie Gardner
Livewire Markets
Shares

Up 330% in 6 months and still cheap. Armina Rosenberg on her top growth pick for 2026

SK Hynix soared past US$1 trillion on Wednesday, but Minotaur Capital’s Armina Rosenberg thinks its ascendency is far from over.
Keith Ford
Livewire Markets
Markets

Latest on lithium: sure, everyone wants a BYD – but sodium-ion is coming!

Lithium is back in an upcycle and everyone’s rushing to buy an EV — but a rival battery chemistry is gaining traction fast.
CXO
IGO
+6
Carl Capolingua
Livewire Markets
Equities

Tech still priced for a future that may never come

The Saaspocalypse demands valuation discipline, but even on a simple earnings multiple basis, one tech name is still very cheap...
Daniel Seeney
FiveRock Asset Management
Equities

Finding value opportunities beneath the headlines

ClearBridge's Ross Kent and Reece Birtles discuss where they're looking now against a dramatic macro backdrop.
AGL
ALD
+12
Reece Birtles
ClearBridge Investments
Equities

Three ASX microcaps taking on the world

While the ASX stalwarts tread water, these microcaps are quietly conquering global markets
Luke Winchester
Merewether Capital
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