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Macro

Strong US core inflation before the energy shock hits

Core inflation remained strong ahead the spike in energy prices. The Fed will talk tough on inflation risks as it shifts to a neutral bias.
Kieran Davies
Coolabah Capital
Education

Private credit turmoil | a geographic divide

The headlines on US private credit markets are alarming. How much of this applies to Australian investors? The short answer: very little.
Patrick William
Rixon Capital
Equities

When the AI music stops, what's the playbook?

“…as long as the music is playing, you’ve got to get up and dance. We’re still dancing.” Chuck Prince, former Citigroup CEO, eve of GFC.
Alastair MacLeod
Elston Asset Management
Commodities

The Aussie gold junior drilling among rich deposits and big names in South America

Plus, the strong tin price and a bumper project study yet to be reflected in Sky’s share price.
SKY
Barry FitzGerald
Independent Journalist
Education

Media worth consuming – February 2026

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

Media worth consuming – July 2026

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

Wesfarmers: old dependable delivers again, just don't expect any fireworks

Bunnings steady, Kmart manageable, lithium volatile. Wesfarmers remains dependable, but the multiple is demanding says Jim Power.
WES
Chris Conway
Livewire Markets
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
Success and More Interesting Stuff

Inside the stunning turnaround of SKS Technologies with CEO Matthew Jinks

From a near-failing 4¢ stock to a $1B powerhouse: CEO Matthew Jinks on how SKS Technologies bet big on Australia's data-centre boom.
Matthew Kidman
Centennial Asset Management
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
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
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
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