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It’s all so short-term when you write daily. I sometimes go back to newsletters from a year or more ago and, with the knowledge of hindsight, read in minute detail the...

Our base case for 2023 is that Australia is likely to experience an earnings recession even if we do not suffer an economic recession.

In the context of the bond market signalling a US recession in late 2023/early 2024 - where CCI has been forecasting a recession since earlier this year - we have...

Livewire is proud to partner with MarketMeter, gaining exclusive access to research that evaluates major ASX companies across a range of factors.

Plus, the disconnect between Sunstone’s $100 million market cap and its case for why it could be on its way to producing 10 million ounces. Messing with guidance on...

When times are tough, it pays to stick to your guns.

It wasn’t a bad effort really from the ASX today ending the session down 56pts following a sharp sell-off in the US overnight, the Energy & Material stocks providing...

A year ago, we communicated that inflation and geopolitical risks would dominate 2022. Early in 2022, we predicted the recession would strike within 18 to 24 months. ...

Don Meij hails from Rockhampton but made his name in pizzas. He shares all in this first episode of SAMIS' third season.

Livewire is proud to partner with MarketMeter, gaining exclusive access to research that evaluates major ASX companies across a range of factors.

Looking to 2023, income investors can’t ignore the tax-effective benefits of franking credits, and by extension of that, we think investors Can ignore much of the...

Dow down 700+ points as Bank of England, ECB follow the Fed on interest rates

A tough day for local stocks with the ASX200 closing down -0.64% on broad-based selling which saw over 70% of the market close down on the day. Overnight the Fed...

This is our March 2023 quarter outlook which, given we are recording this a few weeks prior to the close of the calendar year, also enables us to lift our eyes and...

A short and sharp global recession is Lazard Asset Management's base case for 2023. But it doesn't mean all the trades of 2022 won't work in 2023.

Lower rates likely in the US after a more benign inflation print overnight put some heat under our market today with the rate-sensitive areas doing best. 11.30am saw...

One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve. The US yield curve A positive sloping curve (as...

In November, Head of ESG and Senior Investment Analyst, Peter Aquilina, travelled through the US to meet with management teams of oil and gas pipeline, regulated...

Orbis looks at how the current boom-bust cycle has been the setting for a great misallocation of capital, potentially providing fertile ground for contrarian investors...

When investors, be it Montgomery or our partners Australian Eagle, talk about quality Australian companies (those with wide and deep economic moats or competitive...