Home Wires popular

popular wires

Macro

Understanding the U.S. debt and liquidity crunch

A layman’s guide to CrossBorder Capital’s latest financial outlook.The core problem: A tsunami of government debtMacroeconomic research house CrossBorder Capital’s...
Roger Montgomery
Montgomery Investment Management
Property

A different way to play data, defence, AI and automation

Defence spending, e-commerce and supply constraints are reshaping industrial property across Australia.
Chris Conway
Livewire Markets
The Rules of Investing

Returns today, risk tomorrow. The next shakeout will show who got lending right

Private credit can offer strong income, but the quality of underwriting and loan structure will determine who survives the next cycle.
Chris Conway
Livewire Markets
Equities

The SaaS Survivors

Software businesses that can survive, and thrive, in the age of AI
NYSE:SAP
Alasdair Kingham
Aoris Investment Management
Investment Theme

Summarising my current AI thesis – Part 2

How to respondAcross my articles and media commentaries, I have emphasised that preparing for an artificial intelligence (AI) re-pricing is not about timing a top or...
Roger Montgomery
Montgomery Investment Management
Equities

Micron at 6x earnings: Value trap or Value steal?

Micron sits at the heart of the AI boom, yet trades at 6x earnings. Cyclical peak to sell, or broken cycle to buy?
BHP
RIO
+1
Jason Teh
Vertium Asset Management
Education

Media worth consuming – April 2026

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

Media worth consuming – June 2026

Interesting and under the radar media on finance, economics, politics and society.
Jonathan Rochford
Narrow Road Capital
The Rules of Investing

Inside the half-trillion-dollar firm backing AI’s backbone

EQT Infrastructure’s Ken Wong explains why the physical layer powering AI is the market’s most-misunderstood growth opportunity.
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks from the ASX’s hottest sector of FY26

Materials crushed every other ASX sector over the past year. Can the rally continue, or has the easy money already been made?
+2
Buy Hold Sell
Livewire Markets
Fixed Income

5.5% yields and a 200bp gap: Why bonds may beat equities for income in 2026

Dividend stocks have long dominated income portfolios. But corporate bonds from the same companies may now offer more reliable income.
WES
Stephanie Gardner
Livewire Markets
Shares

Fundie vs AI - round 2: who wins the income battle?

A year on, ChatGPT and Reece Birtles delivered a split decision (kind of), with one winning total return, and the other winning on yield.
Chris Conway
Livewire Markets
Markets

Why bonds look compelling in almost any scenario

Bonds are offering income, resilience and flexibility. Two experts explain where to look and what risks investors may be underestimating.
Chris Conway
Livewire Markets
Markets

The next move in rates could come sooner than expected - here's what it means

The economy is slowing. Here we explore why rate cuts may be back on the agenda sooner than markets expect.
Tim Toohey
Yarra Capital Management
Equities

The coming (market) regime change

This war will likely be the catalyst for a ‘regime change’ in investor sentiment.
Greg Canavan
Canavan Capital Partners
Fixed Income

A rare window has opened for earning predictable income

Capture elevated corporate bond income today with Betashares Defined Income Bond ETFs.
Hans Lee
Betashares
Equities

Why Google could go to US$100 trillion (not hyperbole)

Google is the internet. And it's optionality on future tech is second to none.
+1
David Tuckwell
ETF Shares
Education

Regular investors could do worse than embrace Warren Buffett's advice

You won't be the next Buffett but there's still a lot you can learn from his approach to investing.
Tom Stelzer
Livewire Markets
Wealth

Budget 2026-27: Good intentions. Unintended outcomes?

In this note we assess the impact of the 2026-27 Budget, and the risk that in the attempt to engender inter-generational fairness that we create new distortions that...
Tim Toohey
Yarra Capital Management
Fund in Focus

How Kapstream is balancing global shocks and fixed income yields

As inflation ripples through the global economy due to the Strait of Hormuz closure, fixed income investors are at a crossroads.
Keith Ford
Livewire Markets
741-760 of 38993
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