popular wires

Three years ago, uranium was 'The bull market nobody was talking about', as I wrote in my earlier wire. But in 2021, it's finally caught the attention of investors....

Over the past 18 months, Australians have faced an onslaught of truly biblical proportions. One after the other, fires, floods and a literal plague have ravaged...

Value investors, including Charlie Munger, have been snapping up cheap shares in China in recent months. So is now the time to be greedy as fear levels rise? Angus...

You wouldn't be blamed for thinking the team at the Collins Street Value Fund were takeover punters - some of their largest performance contributors have come as a...

Unless you're bartering furs to sustain yourself in some wild corner of the world, you are afloat in the massive technological disruption sweeping the financial...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web (+some of my own charts), and then post on Twitter.The charts focus on...

In the third episode of the WAM Alternative Assets education series, Portfolio Manager Dania Zinurova discusses private equity, an asset class growing in popularity...

Like many of us, Rob became serious about investing for the love of his family. Rob’s initial goal was to ensure he and his wife had enough income to support a...

This week came the announcement that the Bank of Sweden Prize in Economic Sciences has been awarded to three American economists for their work on natural experiments....

When I last wrote a wire on electronic solutions company Codan (ASX: CDA) in May 2018, the stock had been in an earnings upgrade cycle for the preceding two years....

Uranium is one of the hottest commodities in the world right now, with most equities rallying by multiples over the last year. But what's all the fuss about? I...

Consumer inflation was up by 5.4% in recent US data - in line with expectations. But Scott Williams from Fiftyone Capital reckons that a deeper look reveals a sleeping...

Central banks in advanced economies have come to realise elevated inflation will persist for longer. They no longer see inflation as transitory, and recognise it will...

It’s been a very good second half of the week for the ASX as some positive company announcements drove eight stocks in the ASX 200 up more than 10% on the week. And...

In the AFR I write that back in 2012 this column argued that notwithstanding a wealth of data on the history of military conflicts, and the so-called “correlates of...

One widely cited investment statistic is that 90% of portfolio performance comes from asset allocation. The stat originates from a 1986 research paper, Determinants...

Plus, Chalice prepares to drill for repeats of its rich Gonneville deposit, De Grey Chairman Simon Lill leads float of new WA nickel explorer Nimy and Breaker says...

It was a positive session for the ASX today, underpinned by strong gains in the IT and Materials sectors. Higher commodity prices and lower bond yields were a...

Yes, there’s a new Bond in town, the latest blockbuster of the 007 film franchise hitting screens in the US a few days ago. But in the world of finance, it’s a...

Will Australian investors’ love affair with the “Big 4” banks resume after the pandemic, or has the equity income dynamic shifted forever? And what’s the big sector...