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Daily Report

ASX 200 to rise, uranium stocks break out + US 10-year yield nears 16-year high

Get up to date on overnight market activity and the big events for the day.
BOE
PDN
The Morning Wrap
Livewire Markets
Equities

Is it worth investing in sinful stocks?

Do sinful stocks really stack up? In this wire, I'll run the ruler over the alcohol and tobacco industry.
BHP
+5
Sara Allen
Livewire Markets
Private Markets

Is AI all Chat and no Turkey?

As the title may suggest, we are having some serious reservations about the wild exuberance AI has been generating.
Jonathan Pearce
CVC Emerging Companies
Fixed Income

Chart of the Week - Higher for Longer?

This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..
Callum Thomas
Topdown Charts
Funds

Mark Barker of GQG - Decoding global market dynamics

In the latest episode of Inside the Rope, David Clark sits down with Mark Barker, Head of International at GQG Partners, a renowned asset management firm. Mark...
David Clark
Koda Capital
Commodities

Why rare earth elements are set to boom

The properties of rare earths have made them essential in over 200 applications and products. So what are they and why will demand increase?
+3
kanish chugh
kanish chugh
Global X ETFs
Education

ASX iron ore stocks in structural decline?

Does China's slumping economy spell trouble for ASX iron ore miners?
BHP
FMG
RIO
Kiryll Prakapenka
Fat Tail Investment Research
Reporting Season

Why 140% growth in NPAT may not satisfy this stock's investors

This insurer has had a year of impressive growth, but 3 years of heightened rainfall has raised "natural perils", and dampened outlooks.
SUN
William Heine
Livewire Markets
Daily Report

ASX 200 to fall, S&P 500 claws back early losses + China set to cut rates

Get up to date on overnight market activity and the big events for the day.
BOE
DYL
PDN
The Morning Wrap
Livewire Markets
Asset Allocation

Why successful investing today is a game of inches, not yards (and how to do it)

While this is no time to be making major calls on asset allocation, there are abundant opportunities for generating incremental returns
Niall O’Sullivan
Neuberger
Macro

Capital cities, British purchasing power and dwindling US savings

This week’s charts begin with a visualisation of how countries dominated by their capital city
Macrobond Financial
Macrobond Financial
Asset Allocation

Michael Burry puts on another BIG SHORT

According to the latest 13F filing from Scion Capital
David Thornton
Livewire Markets
Equities

Compounding through the hype

Global equity markets flourished in the first half of 2023, with the MSCI World Index returning +15% in U.S. dollars (USD), and now up over a quarter from the third...
Bruno Paulson
Morgan Stanley IM
Fixed Income

Aussie corporate and home loan defaults continue to climb sharply...

There are huge signs of stress in the non-bank home loan, commercial real estate and construction industries
Christopher Joye
Coolabah Capital
Reporting Season

FNArena reporting season monitor: August 2023 – Week Three (98 stocks covered)

Ratings, consensus price targets, and FNArena insights on each stock covered feature in the following article.
3PL
ABG
+23
Rudi Filapek-Vandyck
FNArena
Reporting Season

3 catalysts that could put some heat into the unloved gold sector

Gold is out of favour but there are good reasons to believe the outlook is improving according to Evolution's Jake Klein.
James Marlay
Livewire Markets
Reporting Season

Origin Energy's bumper $1 billion profit overshadowed by looming takeover

With Origin Energy set to be taken out around $8.90 per share – Is the stock even worth a second look?
BHP
FMG
ORG
+2
Kerry Sun
Livewire Markets
Equities

Chart of the Week - Investors Hate Defensives

What does it tell us When Investors Hate Defensive Stocks?
Callum Thomas
Topdown Charts
Funds

Stanley Druckenmiller sold and Cathie Wood bought these 3 stocks

With 50 new positions between them, the Druckenmiller family office and ARK Investment Management are being very active in these markets.
+20
Hans Lee
Livewire Markets
Investment Theme

How to invest $100K safely

In this thought experiment, Ord Minnett's David Lane shares how he would invest $100K safely given the prevailing market conditions.
BHP
+9
Chris Conway
Livewire Markets
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