popular wires

Local market had another positive day with better turnover on the back of global stimulus optimism and geopolitical stability after the transfer of power in the US...

The most confounding thing about financial markets in 2020 was that, in totality, the mood of the global equities market seemed completely different than the mood of...

The RBA's dilemma is very neatly explained by these charts, which are screen-shots from our internal systems (see below). They show that the interest rates on both...

Reporting season in Australia kicks off very shortly and this (as always) will be important to the market’s future fortunes. One theme that seems very obvious is that...

Many investors realise that there is a cost of carrying cash. It is the opportunity cost associated with returns foregone if the cash were invested elsewhere. However...

Gold, and more broadly gold equities, have disappointed over the last six months, despite record Central Bank monetary easing, aka money printing, alongside growing...

Warren Buffett has famously been quoted as saying: “The first rule of investing is ‘Don’t lose money.’ The second rule? ‘See the first rule’.” This might seem...

Just over a year ago, Magellan’s Vihari Ross tipped Chinese tech giant Alibaba as her stock pick for 2020 in Livewire’s annual outlook series. This year, she labelled...

Local market had another positive day on a low turnover with global investors pushing the market higher chasing rising AUDUSD. Local fund managers are still missing in...

With its share price falling by as much as 30% at one stage, Alibaba (NYSE: BABA) has faced a difficult time in recent months. We’ve long been a supporter of...

Yesterday we saw India’s cricket team defeat Australia at the Gabba despite all odds. Most so-called experts called for a 4-0 drubbing, especially after the first test...

When it comes to investor psychology, the Ancient Greeks knew what they were talking about. They categorised people as either hedgehogs or foxes. Foxes, they said,...

In terms of the global backdrop, the election victory of Joe Biden in the US and news of several potentially highly effective vaccines against COVID‑19 (the disease...

In 2016, Afterpay was introduced to the ASX with an IPO price of $1.00. The share price has since risen over 11,000%. If you invested in Afterpay during its IPO and...

Local market popped hard at the open on a low turnover day and remained there as global investors boosted sentiment chasing the rising AUDUSD. Local fund managers are...

With apologies to George W. Bush^ for the title of our note, sometimes it is easy to underestimate how quickly, ‘slow’ and ‘consistent’ foundational change is...

Nanollose Limited (NC6.ASX $NC6) has risen 280% (5c to 19c) since the announcement of their joint patent with Grasim Industries. We shared our thoughts with clients...

While stock markets continued their strong run over the last quarter, from early November it was notable that many companies with economically sensitive (cyclical)...

It has become a lauded tradition here within the great halls of Livewire Markets to each year celebrate the investment aptitude and foresight of you, our valuable...

Many would argue that today’s market bears little resemblance to the Dotcom bubble. Yes, the by-products of increased risk-taking are different. However, the mindset...