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          <time datetime="2021-04-23T06:44:54+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 23, 2021 06:44</time>
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              Five crucial facts the mainstream has ignored
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  If you’ve been following the news – which, two of my recent posts concluded, is a mistake! – for the past six months or more, you’ll be forgiven for thinking that the...
</div>

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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/buy-hold-sell">Buy Hold Sell</a>

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          <time datetime="2021-04-23T06:30:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 23, 2021 06:30</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>Buy Hold Sell: 4 outperformers and the ASX&#39;s most shorted <span class="whitespace-nowrap">stock<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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  The last 12 months in markets have sure been wild. On average, the top five gainers across the ASX 200 returned a whopping 371.5%. And no to you cynics out there, that...
</div>

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          <time datetime="2021-04-22T16:57:50+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 22, 2021 16:57</time>
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              A &quot;must have&quot; company set to thrive
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  Competition under the capitalist system, in theory, works something like this: An entrepreneur has a bright idea. That leads to a business making, or promising to...
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        Magellan Investment Partners
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          <time datetime="2021-04-22T16:45:39+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 22, 2021 16:45</time>
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              Canada may be the wild west&#39;s canary in the reflation mine
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        Deep Data Analytics
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  Turbo-charged US economic growth underpinned by record levels of cash stimulus bodes well for global stock investors over the shorter term at least, says Ellerston...
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          <time datetime="2021-04-22T12:46:58+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 22, 2021 12:46</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%] ">
              What do higher inflation expectations mean for AREITs?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Since the pandemic shock of early last year, investors have more recently focused on the after-effects. Record government stimulus, monetary policy easing and the...
</div>

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              Five trends global equity investors may be underestimating
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  International investors appear to be underestimating five global trends that have the potential to shape the direction of markets. These areas of focus—China, Japan,...
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              Play on
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  Growth in the video gaming and esports industry is going from strength to strength, with video game engagement breaking records across a variety of metrics.   ...
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          <time datetime="2021-04-22T11:26:25+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 22, 2021 11:26</time>
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          <time datetime="2021-04-22T09:41:46+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 22, 2021 09:41</time>
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              Should we worry about a spike in US inflation?
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  Key former policy-makers and academics have raised concerns about US inflation risks stemming from an unprecedented peacetime stimulus delivered as the economy is...
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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>Lessons from 30 years in credit <span class="whitespace-nowrap">markets<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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  Jason Lindeman, head of credit research at Coolabah Capital Investments, has seen some unusual things in his three decades managing credit. From Argentinian gaming...
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          <time datetime="2021-04-22T06:30:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 22, 2021 06:30</time>
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  The impressive recovery in the Australian labour market has brought forward expectations for the timing of the RBA’s first cash rate hike.  Earlier this month, the RBA...
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          <time datetime="2021-04-22T06:30:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 22, 2021 06:30</time>
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          <time datetime="2021-04-21T18:25:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 21, 2021 18:25</time>
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              Central banks can ignore inflation but corporates can’t ignore rising costs
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  The local market delivered a negative day on decent turnover. It’s the fifth consecutive week without a double-digit billion-dollar turnover day, but today was a day...
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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="2021-04-21T17:14:08+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 21, 2021 17:14</time>
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  The stock market tends to be driven by narrative. For much of last year, the narrative was that bad news was good news. Bad economic news meant bond yields fell and...
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        Nucleus Wealth
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Forager&#39;s five ways to catch the best fish
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  &quot;You&#39;re not going to catch any fish with your hook in the bottom of the boat,&quot; said Steve Johnson CEO of Forager Funds.  For Johnson, the investing world of...
</div>

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              Where to find durable income and lower risk
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  Inflation expectations have been moving up as the outlook for economic growth continues to improve. Forecasts for real GDP growth have continued to rise in...
</div>

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        Neuberger
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