popular wires

Deep in any corporate vault lies a paper or two that affirms the right of an enterprise to operate, such as articles of incorporation, a banking or broadcasting...

Finding commodity companies that can outperform in any market environment is difficult. This is especially true in an ageing bull market with ferocious competition for...

The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a sell-off in yield-sensitive sectors such as REITs. Consistent with market...

Shareholders and others sometimes ask: “where do you get the information you need to invest?” In response, I say something like: “every business day I scan headlines...

Today’s macroeconomic settings are increasingly supportive of commodity prices, with the impact of enormous fiscal programs globally and the rising threat of inflation...

Two recent presentations by senior RBA staff have acknowledged that cutting interest rates has put a rocket under house prices. This is a refreshing change, as for...

The ongoing surge in stock prices, including the NASDAQ, up almost 100% from its March 2020 low despite the recent pullback, has many investors fretting that stock...

US equities are extremely expensive according to long-term valuation measures such as the cyclically-adjusted PE (CAPE) ratio. The CAPE ratio for the S&P500 is...

We explore why there is a meaningful probability that the Fed will move to yield curve control over the coming weeks or months. We argue this provides huge...

Local market had a positive flat day on low turnover after local bond yields popped to 1.81% on the back of US bond yields move on Friday night. Tech and miners were...

In a matter of months, we’ve experienced a remarkable turn-around when it comes to Australian equity income and right now it’s safe to say dividends are back. After a...

The year 2020 was extraordinary for most risk assets. As we wrote in last month’s Livewire, the unprecedented fiscal response to the pandemic caught some investors...

In an environment where we have been fortunate to be the benefactor of significant and ongoing government stimulus and an economic cushion amid COVID, a question mark...

A once-in-two-decades opportunity has been created by small- and micro-cap speculators, say portfolio managers from Longwave Capital Partners and Spheria Asset...

The decline in dividends and other traditional sources of investment income has made it hard for investors to find the income they need without taking on too much...

Be careful not to pick your flowers and water your weeds. But you never go broke taking a profit. Like most investing “wisdom”, both of these contrasting sayings can...

A look at the performance of the pharmaceutical and biotech sector over the month of February, along with the companies providing exposure to in vitro diagnostics....

Critics of cancel culture rejoice - there's a case for holding on to your stocks through a growing decarbonisation trend. It's not enough to just throw your dirty...

Local market started positive on AUDUSD bounce before fading as banks rolled over with global trend after ECB confirmed that they would ratchet up QE buying in the...

In a share market as bifurcated as the ASX, leading indices such as the ASX200 or the All Ordinaries no longer show investors the true picture of what is going on. On...