Thanks for providing this valuable resource to Livewire readers through reporting season Rudi.
Hi Troy, The chart is only available to Brad's clients, so we are not able to publish it here.
If low rates support higher valuations for long-duration assets like growth stocks, then is the breakout in bond rates the long-awaited catalyst for the switch back to value?
good to have you back James, and with a podcast too!
Very interesting wire, thanks Martin. It's good to see the latency in response to earning changes so clearly demonstrated.
Great resource, thanks Robert
Interesting points, thanks David. Not getting caught up in media and market noise is I think one of the biggest biases, and one we are all susceptible to daily. Addressing points 2 and 3 are more achievable with the right investment strategy.
Great wire Dean, thanks for posting. It's a very interesting theme. The speed with which we move to driverless EVs may catch many off guard.
Great picture Dean! How was the jump?
Thanks for a great summary with CE's charts Romano. Aussie Dollar will be crushed if we go down another 50bps and the Fed goes up another 200bps...
Great to have you back again Mathan
Thanks Gavin ... What are your thoughts on cobalt. Another big mover post-election.
Thanks Gavin. Uranium looks a bit like coal this time last year. Any insights as to why PDN moved strongly last week?
Thanks for the report Nick, and Welcome to the platform.
Great summary, thanks Miles.
I'll pass that on to Tim for you Andrew. Did you see his other videos? https://www.livewiremarkets.com/wires/33796
Great call Coppo. The sector is up 25% since your last resources call here on Livewire: https://www.livewiremarkets.com/wires/31478
Hi Fred, thanks for highlighting Amaya. I missed that one! I'll see if I can source some research on the offer.
Great article, thanks for contributing Romano.
Nice work Chad. This is a must read.
That chart on sticky CPI is startling Jordan - given how low inflation expectations are...
Great wire, thanks Don
Thanks Jordan. Also like the portfolio required for 7.5% yield.