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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="2019-03-07T10:28:20+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 07, 2019 10:28</time>
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              Australia slides into a &quot;per capita recession&quot; 
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  Much has been made of Australia’s nearly 28 years without a recession. Despite many seeing recession as inevitable in response to the 1997 Asian crisis, the 2000-2003...
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        AMP
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          <time datetime="2019-03-07T08:00:13+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 07, 2019 08:00</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>A blue-chip in the <span class="whitespace-nowrap">making<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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  What are the attributes that make for a genuine blue-chip company? For Joe Magyer at Lakehouse Capital he’s on the hunt for stocks with really high levels of recurring...
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  RBA Governor, Phillip Lowe, opened his speech at the AFR Business Summit this morning by saying “Australians watch housing markets intensely, perhaps more so than...
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          <time datetime="2019-03-06T15:48:05+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 15:48</time>
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              Energy asset upgrade should drive value creation for investors
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  Leigh Creek is an energy company that is in the process of upgrading its very large syngas 2C Resource of 2,964PJ in South Australia, which represents 7.8% of...
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          <time datetime="2019-03-06T14:46:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 14:46</time>
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              Managing a slowdown in China
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  Chinese Premier, Li Keqiang has delivered the opening remarks to the Peoples National Conference in Beijing focusing on Chinese growth, burgeoning debt and changes to...
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        K2 Asset Management
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  A masterly retreat can itself be a victory, or so penned American author Norman Peale. And key global central banks have spent the past two months in retreat,...
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        LGT Crestone
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              Unrecognised growth in small caps
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  Small caps offer early-stage, capital growth opportunities in global companies that are typically not followed by the major investment houses. They offer the...
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          <time datetime="2019-03-06T09:34:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 09:34</time>
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  We spend a lot of time thinking about the relationship between growth and value at Bailador. Here are some high-level numbers from two well-known companies that have...
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          <time datetime="2019-03-06T08:54:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 08:54</time>
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              FNArena Reporting Season Monitor: February 2019: Final update
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  Welcome to the FNArena Reporting Season Monitor for the February result season 2019. The Monitor reports ratings and consensus price target changes, along with brief...
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          <time datetime="2019-03-06T07:30:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 07:30</time>
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        Morgans Financial
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  More than 50% of LICs on the ASX are currently trading at a discount, including more than 30% trading at a discount of 10% or more. Geoff Wilson AO, Chairman and Chief...
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    <div
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BLUE SKY ALTERNATIVES ACCESS FUND LIMITED</div>
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    <div data-controller="tooltip">
  <a aria-label="LSF" data-controller="event" data-event-name-value="link_click" data-event-id-value="40653" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/fund/l1-capital-l1-long-short-fund-ltd">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1134" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/fund/l1-capital-l1-long-short-fund-ltd">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">L1 Long Short Fund Ltd</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1134">
            Followed by<span class="font-bold text-gray-700"> 148 </span>people
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          <div 
  class="follow-stock-code-1134-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="WAA" data-controller="event" data-event-name-value="link_click" data-event-id-value="40653" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-waa">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">WAA</span>
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2141" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-waa">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Wam Active Ltd</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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          <div 
  class="follow-stock-code-2141-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  </div>
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    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="40653" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/wilson-buying-a-dollar-for-eighty-cents">
      +3
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="BAF" data-controller="event" data-event-name-value="link_click" data-event-id-value="40653" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-baf">
    <div
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BLUE SKY ALTERNATIVES ACCESS FUND LIMITED</div>
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  data-load-engagement-count-target="follow"
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    <div data-controller="tooltip">
  <a aria-label="LSF" data-controller="event" data-event-name-value="link_click" data-event-id-value="40653" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/fund/l1-capital-l1-long-short-fund-ltd">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">L1 Long Short Fund Ltd</div>
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  class="follow-stock-code-1134-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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  <a aria-label="WAA" data-controller="event" data-event-name-value="link_click" data-event-id-value="40653" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-waa">
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  <div>
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    <div data-controller="tooltip">
  <a aria-label="WAM" data-controller="event" data-event-name-value="link_click" data-event-id-value="40653" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-wam">
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  <div>
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          <div 
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  data-load-engagement-count-target="follow"
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    <div data-controller="tooltip">
  <a aria-label="WAX" data-controller="event" data-event-name-value="link_click" data-event-id-value="40653" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-wax">
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  <div class="flex items-center gap-2">
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2146" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-wax">
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    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="40653" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/wilson-buying-a-dollar-for-eighty-cents">
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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>Every company has a price. Here are two that look cheap right <span class="whitespace-nowrap">now<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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  What the market taught me in 2018 was that uncertainty and volatility are here to stay, it really is the new normal, so we just need to get on with it. I&#39;d like to...
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          <a class="hover:underline mr-1" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="43434" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:20100,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/patrick-hodgens">Patrick Hodgens</a>
</span>    </div>
      <div>
        Firetrail Investments
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-40652" data-load-engagement-count-target="like" data-wire-id="40652" data-position="20100">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/40652/wire/20100/like"
  data-controller="
    event 
     
    
    
    turbo-stream 
  "
  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="40652" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:20100,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-40652" data-load-engagement-count-target="comment" data-wire-id="40652" data-position="20100">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/every-company-has-a-price-here-are-two-that-look-cheap-right-now#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="40652" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:20100,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-40652" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="40652" data-position="20100" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2019-03-05T15:49:21+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">March 05, 2019 15:49</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2019-03-05+15%3A49%3A21+%2B1100&amp;last_position=20100"></a>
</template></turbo-stream>
