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Macro

Taxed into Oblivion

A short story on how governments precipitate financial collapse
David Mari
RMBlack Wealth Management
Equities

The AI trillion-dollar question spooking markets: Will hyperscalers justify the biggest spending spree in history?

Will the trillions of dollars being poured into artificial intelligence by the hyperscalers ultimately earn an adequate return?
Dr David Allen
Plato Investment Management
Reporting Season

A case of back to “demand exceeds supply” for Pilbara Minerals

Spodumene prices are up over 300%, putting PLS back in the black. But how long can the recovery last – and should you buy, hold, or sell?
PLS
Carl Capolingua
Livewire Markets
Equities

3 ASX 200 stocks hit with downgrades following reporting season

These 3 ASX names all recorded Beats on results, but have now seen downgrades from brokers.
AGL
Tom Stelzer
Livewire Markets
Wealth

Why your investment decisions shouldn’t start with tax

The federal budget has rewritten the CGT rules, but should investors focus on taxation when making investment decisions?
Keith Ford
Livewire Markets
Shares

The market is punishing growth. He’s buying more

Ausbil's small cap co-portfolio manager on the stock trading below BlackRock's entry price, and why he's adding.
360
EOL
+2
Stephanie Gardner
Livewire Markets
Equities

The 2026 catalyst: How WiseTech is weaponising AI to outperform the ASX

WiseTech vs. AI: Moat Builder or Moat Destroyer? Why 2026 is the year the market separates the winners from the disrupted.
William Taylor
ETF Shares
Equities

While investors chase rockets, value hides in plain sight

The mechanics of this IPO have created precisely the conditions that historically precede painful corrections in popular speculative assets.
Daniel Moore
IML
Macro

Watching hyperscaler debt

Hyperscaler leverage has doubled in six months and free cash flows are falling. The credit markets are starting to notice.
Roger Montgomery
Montgomery Investment Management
Commodities

The electricity tipping point & the next energy boom

We're in a new era for electricity demand and that will drive a huge growth opportunity.
Lucas White
GMO
Commodities

Structural tailwinds driving the next commodities supercycle

Resources stocks have the potential to deliver attractive long‑term returns and offer valuable diversification benefits.
Daniel Sullivan
Janus Henderson
Markets

Legendary trader Paul Tudor Jones warns markets are becoming dangerously fragile

Paul Tudor Jones, who famously predicted the '87 crash, explains why he likes Bitcoin, fears leverage, and sees opportunity in Japan.
Chris Conway
Livewire Markets
Equities

Chinese stocks just broke out - here’s how Aussie investors can play the move

Chinese stocks are rising. For Aussie investors, shifting risks and new ETFs offer a chance to play a potentially once-in-a-generation move.
+3
Carl Capolingua
Livewire Markets
Reporting Season

"Clear runway for solid earnings growth over the coming years" for APA Group

ClearBridge's Andrew Chambers says the energy infrastructure company is well-positioned to keep providing steady defensive growth.
APA
Tom Stelzer
Livewire Markets
Commodities

The biggest oil shock in history. Why isn't the price higher?

Hormuz 2026: history's biggest oil shock. Yet offsets, free markets and contained tail risk explain why crude hasn't surged further.
ALD
STO
+1
Jason Teh
Vertium Asset Management
Equities

The ASX 20 is an expensive hideout - buyer beware

Investors are piling into safety trades, driving valuations higher and narrowing the market’s leadership.
CSL
Stephanie Gardner
Livewire Markets
Investment Theme

The market forces really driving the ASX's volatility

Ten Cap's Jun Bei Liu says there's plenty of factors at play and investors need to be careful to not get caught up in the storm.
BHP
Tom Stelzer
Livewire Markets
Macro

The ASX index looks calm. The conditions underneath it are not.

The ASX index is holding steady. Beneath it, small cap valuations have compressed in businesses with intact earnings outlooks.
Emanuel Datt
Datt Capital
Equities

Beyond the Big Four: VanEck predicts structural shift away from bank dominance

The days of relying on the major banks to bolster the ASX might be over.
Keith Ford
Livewire Markets
Investment Theme

This stock ETF is already up 12% in 2026. Is this a megatrend to watch?

A rotation from Big Tech to US mid caps is underway and could emerge as one of this year's biggest opportunities.
Tom Stelzer
Livewire Markets
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