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How Auscap's Tim Carleton is finding value in beaten up sectors

Wilson Asset Management believes several companies could see an earnings upcycle ahead, despite ongoing market uncertainty

Listed investment companies present some compelling opportunities currently, despite NTAs still hovering above the lows of 2020

Two of Australia’s most successful equity investors detail where they see some of the greatest potential in global and local markets.

Their money supply’s shrinking and yield curves have inverted. This confluence of events always precedes slumps; can this time be different?

A 101 on the economics of Bitcoin mining

The daily Match Out for Friday 28 July with James Gerrish of Market Matters.

Interesting and under the radar media on finance, economics, politics and society

Smelters are where you get critical minerals from. Smelters are ugly as sin. This is why investors in the space must market their benefits.

As equities further price in the chance of a soft landing, we're talking about the kinds of companies you want to own in a dream scenario.

And fellow lithium explorer Cygnus is also set to join the resource party. Plus, Gascoyne Gold’s valuation seems to leave much upside.

Get up to date on overnight market activity and the big events for the day.

Key Points: • Commentary around the decline of the United States as the planet’s sole hegemon has intensified in recent years in response to growth in China’s economy...

The daily Match Out for Thursday 27 July with James Gerrish of Market Matters.

The fund manager who famously discovered Afterpay's potential at $6 tells us how he would invest $10,000 of new capital in today's market.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

Monash Investors has beaten the small ords by 4% annualised across more than a decade – read on to find out how.

DB argue that credit as an asset class has not looked this good vs equity in a long time.

Amidst a sluggish economy and increasing rates, Martin Currie have reassessed their perspective on Australian banks.

Equity markets are trying to look through higher rates but earnings trump all.