popular wires

The ASX200 commenced the last week of July pretty much in the same fashion as most other days, some choppy action around the psychological 6000 area with far more...

The delivery of education using technology (EdTech) has become a powerful investment theme, amplified by the lockdowns caused by Covid-19. Remote learning is not only...

The valuations (and possible fates) of two of the world’s best-known car manufacturers took a surprising change this month. If one wanted to identify a growth company...

Most people are familiar with the saying ‘Fool me once, shame on you, fool me twice, shame on me’. Although made famous more recently by George W Bush, it’s genesis is...

Shoppers engaging in retail therapy despite the spectre of even more serious job losses and mounting evidence the virus is far from vanquished. According to the...

Since the invention of just-in-time manufacturing in the 1960s, companies have been pursuing ever greater efficiency in their supply chains. Consolidating suppliers is...

Context is everything; without it, information is just a meaningless collection of dots. Never were this more true for equity investors than heading into reporting...

In Why you should fear the big bad bear my colleague Patrick Poke and popular Livewire contributors Jerome Lander, Kate Samranvedhya, Anton Tagliaferro and Donald...

Geared investments require more than investors who are willing to monitor short-term market activity, it is about accepting a level of risk with specific return goals...

Australian income investors used to be lucky. From 1980 to the middle of the last decade, they could achieve returns of more than 3% above the rate of inflation simply...

Foresight factor premium analysis focuses on the returns that are attached to generally accepted, systematic drivers of stock returns and risk: Market, Small-Large,...

Investors today face a challenging dilemma. The economy is staring down the barrel of the biggest recession since the 1930s, while equity prices appear closer to boom...

Throughout Buy Hold Sell, fundies have generally agreed that the best businesses to own in the current environment are those offering highly scalable technology...

When an economic crisis arrives, there’s often two key economic arguments that play out. First, how much government stimulus should occur to replace the reduced...

The covid-19 pandemic has reverberated through the global economy, corporate profits and consumer confidence, and caused investors to recast their return expectations...

In the AFR this weekend I write that investment decisioning is complex right now because the world is in such an unusual and fluid place. One of the most important...

Since 23 March lows, my colleagues Patrick Poke and Vishal Teckchandani have regularly argued their case for markets on our Zoom catch-ups. Vishal, a steadfast bull,...

In this three minute video I discuss the highlights of my latest thoughts on markets – the post-market correction environment, the stocks to watch now and why it’s a...

Today we look at a rough roadmap of what would need to happen on the road to suspending capitalism and markets being artificially held up indefinitely. Whilst we've...

It’s a testing time for investors, with so many hitherto great businesses on their knees, and others looking well over-priced. But it’s still possible to identify...