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          <time datetime="2021-01-18T06:45:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 18, 2021 06:45</time>
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              A greater opportunity in a greater fool world
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  Many would argue that today’s market bears little resemblance to the Dotcom bubble. Yes, the by-products of increased risk-taking are different. However, the mindset...
</div>

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        Spheria Asset Management
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          <time datetime="2021-01-15T21:00:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 15, 2021 21:00</time>
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              Intelligent Decision Making:         Thinking Beyond Emotion
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        There is no escaping it. Every decision we make in life is influenced by a combination of emotion, intellect and circumstance.Whether it is the flavour of ice...
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        Collins St Asset Management
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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 trader&#39;s guide to markets in 2021, with Patrick Ceresna | 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 today&#39;s investment webinar, Nucleus Wealth&#39;s Head of Investments Damien Klassen, and Head of Operations Shelley George are joined by prolific trader, avid...
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  Local market was flat as a pancake after damning weak job data driven stimulus hope in the US was waved away by US Fed flagging inflation is back baby!!! Job data was...
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  When I opened my last letter to investors in June, I said that recovery was certain. The extraordinary fiscal response, and a likely vaccine, would help end the sharp...
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        Clime Asset Management
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  Buying high-quality businesses at reasonable prices and holding them for the long term is generally accepted to be the best approach for finding great stocks. But how...
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          <time datetime="2021-01-14T16:50:05+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 14, 2021 16:50</time>
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              The blue wave will rock your world
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  The local market delivered a positive day on bond yields coming back and the short squeeze in the Tech sector. Turnover remains weak and global investors remain key to...
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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>The one critical message for <span class="whitespace-nowrap">2021<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 December, markets drifted to slightly higher yields as the broader risk complex pushed higher in expectation of continued economic recovery into 2021. This capped...
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      <div>
        Jamieson Coote Bonds
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  </div>
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          <time datetime="2021-01-14T15:09:20+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 14, 2021 15:09</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%] ">
              Has gold euphoria gone too far?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Gold was threatening to recover over recent weeks only to plunge over $US60 an ounce on Friday. When I reviewed the market on Saturday morning, I could almost hear a...
</div>

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        Market Partners 
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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%] ">
              Recovery won&#39;t kick-start another decade-long bull market
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We expect the global economy to continue its transition from hurting to healing in 2021 and make good progress on the long climb back to its pre-crisis trend (as we...
</div>

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          <time datetime="2021-01-14T12:00:45+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 14, 2021 12:00</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Here. We. Go
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A healthy process to undertake as you get back to the market from holiday (if you managed one) is to do some attribution on what you’ve missed and what you hold. Half...
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</span>    </div>
      <div>
        Marcus Today
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  </div>
</div>

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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/investment-theme">Investment Theme</a>

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          <time datetime="2021-01-14T10:45:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 14, 2021 10:45</time>
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              Currency hedging - what to consider
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  When investors choose to invest internationally, they need to consider the implications of movements in the Australian dollar relative to the associated foreign...
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</span>    </div>
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        VanEck 
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  Those hunting for bears - grizzly and investment expert alike - will be very much disappointed to find no such creature in their midst at the outset of 2021.  Instead,...
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  2020 was a year of shocking, frustrating, and sometimes thrilling firsts. The first global pandemic in a lifetime. The first time a company hit $2 trillion. The first...
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          <time datetime="2021-01-13T13:15:51+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 13, 2021 13:15</time>
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Much has been written about the great value rotation in the past few weeks. To be fair, despite many predicting the premature death of value investing it was probably...
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  Long-term bond yields continued to creep gradually higher in December as the prospect of further significant near-term monetary stimulus eased in line with an...
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  Just a year ago, when reports first emerged of a novel coronavirus outbreak in Asia, few could have predicted the duration and level of economic and societal...
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    <source type="image/webp" srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdE0zIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--264ea67f0dcffcdd3ffc8f8113209d3c67a724a0/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBPZ2wzWldKd09oTnlaWE5wZW1WZmRHOWZabWxzYkZzSGFRSElhUUhJIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--1fd30fd39e489c8cda41fffd3d21b2be931eb227/Picture15.png" />
  <img
    class="h-10 w-10 rounded-full bg-white overflow-hidden"
    src="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdE0zIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--264ea67f0dcffcdd3ffc8f8113209d3c67a724a0/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Picture15.png"
    srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdE0zIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--264ea67f0dcffcdd3ffc8f8113209d3c67a724a0/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Picture15.png, https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdE0zIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--264ea67f0dcffcdd3ffc8f8113209d3c67a724a0/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Picture15.png 2x"
    alt="Denny Fish"
    style=""
    loading="lazy">
</picture>
</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="81315" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/81315/contributor">
          <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="81315" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:15520,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/denny-fish">Denny Fish</a>
</span>    </div>
      <div>
        Janus Henderson
      </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-46719" data-load-engagement-count-target="like" data-wire-id="46719" data-position="15520">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/46719/wire/15520/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="46719" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:15520,&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-46719" data-load-engagement-count-target="comment" data-wire-id="46719" data-position="15520">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/why-your-head-should-be-in-the-cloud#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="46719" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:15520,&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-46719" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="46719" data-position="15520" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2021-01-13T10:49:09+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 13, 2021 10:49</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=2021-01-13+10%3A49%3A09+%2B1100&amp;last_position=15520"></a>
</template></turbo-stream>
