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          <time datetime="2020-11-18T13:07:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2020 13:07</time>
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              Recovery sectors made obvious
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  For a bit of insight into the recovery potential of certain sectors here are some charts showing what I have called “Recovery triangles” which  show how far a sector...
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        Marcus Today
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          <time datetime="2020-11-18T12:07:34+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2020 12:07</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The rhyme of history
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The quote “History doesn’t repeat itself but it does rhyme” has been attributed to Mark Twain.The rhymes between today’s equity markets and the markets back in 1999...
</div>

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        VanEck 
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          <time datetime="2020-11-18T12:04:57+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2020 12:04</time>
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              Trilogy bullish as real estate confidence returns
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  An Australian east coast capital is the pick of the nation&#39;s residential property markets, and a sector that withstood the Covid-19 onslaught on retail and office...
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  Technology is the standout stock sector for the Credit Suisse multi-asset team, which favours the category despite its overarching neutral view on equities, says CIO...
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  Think of a coronavirus boom industry and ecommerce or takeaway food delivery come to mind. Few would nominate the noble accounting profession, which is busy and only...
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        Independent Investment Research
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          <time datetime="2020-11-18T08:41:51+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2020 08:41</time>
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              Two public stocks with private equity pedigree
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  Do we just give up on traditional value investing processes, like looking at comparable financial multiples (e.g. EV/EBITDA, Price/Sales, Price/Earnings, Price/Book),...
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        Avenir Capital
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          <time datetime="2020-11-18T07:21:34+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2020 07:21</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>How much income are you missing out <span class="whitespace-nowrap">on?<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">
  Self-funded retirees and many other income investors continue to be stung by monetary policy decisions. However, taxation benefits in the form of franking credits...
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        Plato Investment Management
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          <time datetime="2020-11-17T17:01:32+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 17, 2020 17:01</time>
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              Vaccine brings FOMO (fear of multiples overstretched)
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  Local market was aimless and volatile all day before ending slightly positive. We were catching up from yesterday’s ASX shutdown after the first 30 minutes. US market...
</div>

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          <time datetime="2020-11-17T13:54:46+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 17, 2020 13:54</time>
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  Water torture always seemed to me a fanciful way of inducing insanity. Constant dripping might be annoying; however, inducing insanity is another matter altogether....
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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-64">
            Followed by<span class="font-bold text-gray-700"> 3216 </span>people
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="AMP" data-controller="event" data-event-name-value="link_click" data-event-id-value="46282" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-amp">
    <div
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>
  <div class="flex items-center gap-2">
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  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="116" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-amp">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">AMP Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="HUB" data-controller="event" data-event-name-value="link_click" data-event-id-value="46282" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-hub">
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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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</a>    <div class="px-4 mt-0.5">
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</a></div>

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  <a aria-label="AGL" data-controller="event" data-event-name-value="link_click" data-event-id-value="46282" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-agl">
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    <div data-controller="tooltip">
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    <div data-controller="tooltip">
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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="1389" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-nwl">
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</a>    <div class="px-4 mt-0.5">
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    <div class="h-0 w-full flex justify-center">
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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="1481" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-org">
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</a>    <div class="px-4 mt-0.5">
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  The COVID-19 pandemic has further ingrained the idea that disruptive businesses represent the economy of both the future and of today. It has also helped embed the...
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              A vaccine for COVID derangement syndrome
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  COVID Derangement Syndrome (CDS) is a nasty affliction that causes investors to misprice stocks. Some sufferers have it so bad they will buy or sell without regard to...
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      +18
</a></div>

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      +16
</a></div>

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          <time datetime="2020-11-17T06:30:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 17, 2020 06:30</time>
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          <time datetime="2020-11-17T06:16:32+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 17, 2020 06:16</time>
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  In more terrific news overnight, Moderna Inc. revealed that its &quot;experimental coronavirus vaccine was 94.5% effective at protecting people from COVID-19 in an early...
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          <time datetime="2020-11-16T16:50:47+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 16, 2020 16:50</time>
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              Ignoring risk has never been a good strategy!
            </h2>
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  Local market started positive on the US lead before ASX crapped itself and trading was put on halt. We saw some slight trading through Chi X but nothing much today....
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        Deep Data Analytics
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          <time datetime="2020-11-16T14:29:58+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 16, 2020 14:29</time>
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          <div class="sm:flex-grow">
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              Consequences of the vaccine
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  Pfizer and BioNTech just announced that their vaccine was over 90% effective in a trial of 43,000 people, with no major adverse safety effects.  These trials work by...
</div>

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        Frazis Capital
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          <time datetime="2020-11-16T12:13:28+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 16, 2020 12:13</time>
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              The next 10 bagger won&#39;t be cheap
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   In 2020, the long debate of growth versus value still rages. Detractors of the style will argue that with interest rates so low, these companies are mere...
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          <time datetime="2020-11-16T12:00:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 16, 2020 12:00</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>Can Australian property rebound from the Coronavirus crisis? With Martin North | Webinar &amp; <span class="whitespace-nowrap">Podcast<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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  In our latest investment webinar we discussed the RBA&#39;s recently unveiled plans to drop interest rates to unprecedented levels to support the Australian economy and...
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              Change creates opportunity
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  The trends which have been driving markets have remained the same for a long time. Cheap money and scarce growth. Anyone who has taken an interest in stock markets...
</div>

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        NovaPort Capital
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