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Media Worth Consuming – December 2023

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Equities

Why I like these Crazy-Eight China A-Shares

The collapse of China chatter seems overcooked. The China A-share market now looks like a screaming buy, so I list my Crazy-Eight top picks.
Kingsley Jones
Jevons Global
Equities

Why the S&P 500’s five-year prospects are poor

Its valuation is unappealing and it’s extremely top-heavy. If these variables revert to historical means, investors will sustain losses.
+5
Chris Leithner
Leithner & Company Ltd
Commodities

A year in commodities: 2023's market upheaval and what lies ahead

Uncover the highs and lows of commodity trading in 2023 and the potential for a market resurgence in the coming year.
James Cooper
Fat Tail Investment Research
Macro

December 2023 podcasts: Will 2024 crash Australia’s housing market?

Below is a summary of the topics we covered on Nucleus Investment Insights in the last month of 2023. See the links for more information.
Damien Klassen
Nucleus Wealth
Investment Theme

7 'alpha potential' triggers for 2024: The boom has begun

After two years of trending sideways, Callum Newman sees a wave of 'Alpha Potential' about to flood the markets in 2024
Callum Newman
Fat Tail Investment Research
Equities

From the AIS to the NBA: How this Aussie small cap is making a name for itself around the globe

For our holiday edition of Stocks Neat, I am filling in for Gareth and Steve and I'm joined by a special guest, Will Lopes. Will is the CEO and Managing Director of...
Alex Shevelev
Forager
Investment Theme

Andrew Rado - Casting a wide net: Investing in Australia’s fishing quotas

This episode of "Inside the Rope" features David Clark interviewing Andrew Rado, the portfolio manager of the Longreach Maris Sustainable Seafood Fund.Rado explains...
David Clark
Koda Capital
Rapid Fire

Why this investor would not make one change to his portfolio even if a recession was certain

High conviction, concentrated global equity funds have generally performed well over the past 12 months amid tougher macro conditions
Chris Conway
Livewire Markets
Outlook Series

How the #1 stock picks performed in 2023

67% of the stocks picked by the Outlook Series fund managers are in the black for the year, with one stock surging 37% on the final day.
EHE
+12
Ally Selby
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 stocks that could surprise in 2024

In this episode, First Sentier's David Wilson and Atlas Funds' Hugh Dive each highlight 3 stocks they expect to have a big 2024
BAP
IPL
+4
Buy Hold Sell
Livewire Markets
Equities

Bell Potter's top stock picks for 2024

Bell Potter's top analysts share their best ASX ideas for 2024 and beyond.
360
A4N
+41
Bell Potter
Stockbroker
Outlook Series

Ouch! 12 painful calls from 2023

Just like us punters, the professionals sometimes pick a poor performing stock or make the wrong macro call.
BGA
RIO
+5
Buy Hold Sell
Livewire Markets
Macro

Submission to the Covid 19 Response Inquiry

The disastrous overreaction to Covid 19 by Australian Governments will leave Australia worse off on health and economic grounds for decades
Jonathan Rochford
Narrow Road Capital
Buy Hold Sell

The dogs and darlings of the ASX in 2023 (and what to back in 2024)

In this episode, First Sentier's David Wilson and Atlas Funds' Hugh Dive analyse their best and worst-performing stocks from 2023.
AMC
BLD
+12
Buy Hold Sell
Livewire Markets
Macro

Canada’s median CPI flat at 3.4% y/y, US CB consumer confidence soared to 110.7

Weekly Update | 22nd December, 2023
MQG
+2
Hue Frame
Frame Funds Management
Equities

Bad news ASX lithium bulls, this broker sees “surplus for several years”

Macquarie sees potential for further weakness in lithium prices, triggering downgrades and slashed price targets for ASX lithium stocks.
AKE
CXO
+8
Carl Capolingua
Livewire Markets
Equities

Tight supply fuels copper’s strong finish to ’23 and points to more gains ahead

As the red metal knocks on the door of US$4/lb, smaller copper stocks such as FireFly and Rex look set to enjoy highly valuation metrics.
BHP
+1
Barry FitzGerald
Independent Journalist
Equities

10 worst performing ASX stocks of 2023

Critical metal stocks didn't fare well, especially lithium.
29M
+8
Kiryll Prakapenka
Fat Tail Investment Research
Equities

Traders vs titans – the $2.8 billion lithium bet

It’s a good old-fashioned showdown in the lithium sector currently, with mining magnates in one corner and traders in the other
CXO
LTR
+4
Mark Gardner
MPC Markets
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