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          <time datetime="2019-01-25T15:35:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 25, 2019 15:35</time>
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              Lucky number (twenty) 8? 
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  While it is easy for investors to conclude that Australia’s run of economic growth is coming to an end with a housing slowdown, a closer balanced analysis of the...
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        Janus Henderson
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          <time datetime="2019-01-25T15:34:36+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 25, 2019 15:34</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>CPI might not help the struggling Aussie <span class="whitespace-nowrap">dollar<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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              Klarman, Buffett, and Beating the Market
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  Reading through Patrick Poke’s article yesterday analysing Seth Klarman’s annual letter for Baupost Group (&quot;Klarman: A Buying Opportunity&quot;), a particular passage stood...
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        Harvest Lane Asset Management
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          <time datetime="2019-01-25T14:57:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 25, 2019 14:57</time>
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              VGI&#39;s hedge fund top of the pops
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  In my column today I argue that to have any hope of divining the prospects for 2019, one has to first solve the Rubik’s Cube that was 2018 in which the most overvalued...
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        Coolabah Capital
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          <time datetime="2019-01-25T12:03:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 25, 2019 12:03</time>
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              Screening for winning Fund Managers, while removing the duds
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  It has been an incredibly ugly period for funds management in recent months, albeit a very informative one for their investors.  Unfortunately, the market environment...
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        WealthLander
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Betting on Fast Fashion with <span class="whitespace-nowrap">Glassons<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  We added seven new stocks to the Forager International Shares Fund portfolio in 2018. One of them was New Zealand company Hallenstein Glasson Holdings (NZSE:HLG). ...
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              The rise of Afterpay, Zip, and the Neobanks
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  Given the reputational damage suffered by the big four Australian banks throughout the Banking Royal Commission hearings, many bank customers and investors are looking...
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              Wonderful companies at depressed valuations 
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As Trump pressured China with trade wars, manufacturing indices around the world showed steady declines. I attribute this to falling business confidence, leading to...
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          <time datetime="2019-01-24T12:36:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 24, 2019 12:36</time>
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  Seth Klarman, CEO and Portfolio Manager of the US-based hedge fund, Baupost Group, has been touted widely as “the next Warren Buffett”. The nickname The Oracle of...
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              Asaleo Divestment Well Received
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  In November we published an analysis of all divestment announcements of ASX100 companies in Australia  since the year 2000. Of approximately 1,200 announcements, there...
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        Merlon Capital
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        <time datetime="2019-01-24T11:07:33+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">January 24, 2019 11:07</time>
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          <time datetime="2019-01-24T10:45:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 24, 2019 10:45</time>
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              The beginning of the end of the bubble?
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  Jeremy Grantham, Co-Founder and Chief Investment Strategist at US-based $75 billion fund, GMO, has some form in calling out bubbles. So it was notable that their asset...
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</a>  <div class="hidden" data-tooltip-target="content">
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        Livewire Markets
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2019-01-24T09:31:00+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 24, 2019 09:31</time>
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              Australian housing downturn Q&amp;A – how bad will it get?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The housing cycle and house prices always incite high interest in Australia. Until recently it was all about surging prices and poor affordability – particularly in...
</div>

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</a>      </div>
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        AMP
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        <time datetime="2019-01-24T09:31:00+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">January 24, 2019 09:31</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/equities">Equities</a>

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          <time datetime="2019-01-24T09:30:50+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 24, 2019 09:30</time>
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              First Au - Highly leveraged to exploration success 
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  One of the latest &quot;listings&quot; on the ASX is First Au (ASX:FAU), which is the result of the June 2018 reinstatement of Public Holdings (Australia) Ltd following the...
</div>

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          <time datetime="2019-01-24T09:04:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 24, 2019 09:04</time>
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              It&#39;s a very good time to be an Australian gold producer
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  Australian dollar gold price has recently broken out to all time highs, and the thesis on gold remains very much intact. It’s a very good time to be an Australian gold...
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        Chester High Conviction Fund
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  Reading the financial press about the outlook for 2019? If so, you’ve probably got another reason to stay on holiday for as long as possible. According to some, an...
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              Correction or bear market? 6 charts that analyse market declines
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  The market turmoil that began in early 2018 intensified later in the year, as the S&amp;P 500 Composite Index declined nearly 20% between its September peak and late...
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