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          <time datetime="2019-03-29T10:58:14+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 29, 2019 10:58</time>
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              The Federal Budget is Already in Surplus!!
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  Today I show how ScoMo has already delivered a $7bn plus budget surplus on a number of the key measures years in advance of what rating agencies and analysts (save...
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        Coolabah Capital
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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="2019-03-29T10:19:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 29, 2019 10:19</time>
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              13 charts that show just how insane monetary policy really is
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Someone (maybe it was Albert Einstein) once opined that: “Insanity Is Doing the Same Thing Over and Over Again and Expecting Different Results”  It is our view that...
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      <div>
        Clime Asset Management
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          <time datetime="2019-03-29T09:06:45+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 29, 2019 09:06</time>
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              Investors look past Dacian speed bump for long-term value  
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Northern Minerals Ltd</div>
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</a></div>

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        <time datetime="2019-03-29T09:06:45+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 29, 2019 09:06</time>
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              A megatrend shaping the world
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  With more than 50 per cent of the global population under 30 living in emerging market countries, the emerging market story is expected to remain a compelling...
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              5G mobile promises to connect and speed up everything
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  In Bulgaria, the country’s mobile or wireless phone operator Mobitel exhibited fifth generation or 5G technology during a virtual reality demonstration. Russian...
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  The lending practices of the major banks have come under pressure in the wake of the royal commission. It has proven to be a tailwind for an emerging breed of...
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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>Buy Hold Sell: 5 hot stocks on a <span class="whitespace-nowrap">high<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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  Investors will often be confronted with rip-roaring stocks that are on a high and show no signs of arresting their ascent. In this episode of Buy Hold Sell, we take a...
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          <time datetime="2019-03-28T17:17:56+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 28, 2019 17:17</time>
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              The bulls step back onto the dance floor
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  A bullish day for Aussie equities with the market latching onto strength from our cousins across the ditch, simply ignoring the weakness playing out across US Futures...
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        Market Partners 
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          <time datetime="2019-03-28T11:39:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 28, 2019 11:39</time>
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              RMBS risks rising fast as house prices fall
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  In assessing whether to get long or short residential mortgage-backed securities (RMBS), we undertake a great deal of quantitative analysis, including revaluing the...
</div>

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        Coolabah Capital
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          <time datetime="2019-03-28T11:21:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 28, 2019 11:21</time>
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              Should you participate in a share buy-back?
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  Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the...
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  Catapult Group International Limited (‘Catapult’) is the world’s leading provider of player analytics solutions. The business provides elite sports teams access to a...
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  Around this time of year, for the past two years, we have published on Livewire the results of our quant screening of Australian stocks, in search of companies that...
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              Economic and market impacts of the upcoming election
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  Australia heads to the polls this year for a federal election, most likely on 11 or 18 May. While voting intentions tend to narrow and tilt toward the incumbent as...
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          <time datetime="2019-03-28T07:00:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 28, 2019 07:00</time>
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              Who is the best investor?
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  You know when you ask a friend for advice and the primary theme of their advice is “keep it simple”?  It’s a very comforting phrase.  I think we (humans), as a...
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        Harvest Lane
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  At the start of the year, we announced the ten most tipped stocks from our Livewire reader survey. Three months into the year, this diverse basket is already up by...
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          <time datetime="2019-03-27T17:05:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 27, 2019 17:05</time>
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              A tale of two halves
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  The ASX200 started the day soft, briefly dipping below the 6100 mark just before midday with bank stocks being the biggest drag at the time. Buyers stepped up in the...
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        Market Partners 
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          <time datetime="2019-03-27T13:00:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 27, 2019 13:00</time>
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          <div class="sm:flex-grow">
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              Afterpay: What’s a billion-dollar revenue line worth?
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  We acknowledge Afterpay (APT) has been one of the most talked about stocks in the Australian market. Everyone loves a 20 bagger - which is what Afterpay has been since...
</div>

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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>Don’t rule out a U.S. <span class="whitespace-nowrap">downturn<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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  U.S. consumer confidence is high, unemployment is well below historical averages, while supply constraints mean that plenty of jobs are now within reach for many...
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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>Macquarie: Defying the headwinds on the way to <span class="whitespace-nowrap">$150<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">
  Today’s macro backdrop of low rates, a weaker economy and lower local currency creates challenges for investors. However, Macquarie can perform in this environment...
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