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          <time datetime="2021-12-13T10:53:42+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 13, 2021 10:53</time>
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              The big misalignment between interest rates and inflation
            </h2>
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  In our 2019 market insight titled ‘Federal Funds Rate projections. They expect what???’, we covered what the US Federal Reserve’s expectations for interest rate...
</div>

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        Frame Funds Management
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          <time datetime="2021-12-13T10:09:08+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 13, 2021 10:09</time>
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              Update on bank liquidity requirements...
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  While our updated numbers imply the banks need to buy about $408bn of government bonds for liquidity purposes over the next few years, it is interesting to see how...
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        Coolabah Capital
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        <time datetime="2021-12-13T10:09:08+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">December 13, 2021 10:09</time>
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          <time datetime="2021-12-13T09:29:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 13, 2021 09:29</time>
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              Three small cap themes, and how to play them
            </h2>
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  Compelling opportunities remain ever-present in the small caps market, with many earlier stage companies offering compelling growth opportunities that are less...
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        Yarra Capital Management
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          <time datetime="2021-12-13T08:45:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 13, 2021 08:45</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>The Central Bank Cartel has made microcaps more attractive than <span class="whitespace-nowrap">ever<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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    Since its inception in 1792, the New York Stock Exchange has been a witness and barometer of human history. Humanity has had to endure its fair share of setbacks...
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              Market Matters’ 8 stock picks for 2022
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  Investors love hearing what professional stock “frothers” think about the market at any given time. They especially enjoy learning what stocks are on their Buy lists –...
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          <time datetime="2021-12-12T18:05:21+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 12, 2021 18:05</time>
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              The greatest bubble you may never have heard of
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  Everyone’s heard of the tech bubble, the tulip mania, and the 1920’s stock market bubble. But according to David Guy from Leithner and Company, a relatively unknown...
</div>

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          <time datetime="2021-12-12T10:34:51+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 12, 2021 10:34</time>
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  In the AFR this weekend I write that there has been a bit of chatter about “credit”—otherwise known as the bank and corporate bond market—becoming “the next quant...
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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>Credit Suisse’s big ideas for <span class="whitespace-nowrap">2022<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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  Inflation. Love it or hate it, you really have to hate it, right? Well - not so fast. Wealth manager Credit Suisse points out that equities are historically the...
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  According to ASX and Chi-X data, the market cap of the exchange traded fund industry has swelled by a massive 44% in the 12 months to the end of November. Ally Selby...
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  <div>
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            Followed by<span class="font-bold text-gray-700"> 217 </span>people
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      +2
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            Followed by<span class="font-bold text-gray-700"> 37 </span>people
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  data-followable-type="stock_code"
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</a>  <div class="hidden" data-tooltip-target="content">
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</a>  <div class="hidden" data-tooltip-target="content">
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              Pacific Smiles Dental: Building a powerful network
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  When we assess returns and industry structure, we try to determine how we think a company can grow and why it will be able to effectively compete with other players...
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        Celeste Funds Management
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  In July this year I wrote “Zillow — could it be a 10-bagger?”. I presented an in-depth look at the US real estate market and the opportunity Zillow had to digitise...
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        Swell Asset Management
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        <time datetime="2021-12-10T14:19:35+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">December 10, 2021 14:19</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/equities">Equities</a>

          <div class="__Wires_TolTagComponent_50289 w-36"></div>
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          <time datetime="2021-12-10T10:30:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 10, 2021 10:30</time>
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              Regulator&#39;s concerns about EML Payments appear to be easing
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  Regulatory uncertainty has been a material overhang for EML Payments’ (ASX:EML) share price since mid-May 2021, when the fintech first informed the market that the...
</div>

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        Montgomery Lucent Investment Management
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          <time datetime="2021-12-10T10:06:00+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 10, 2021 10:06</time>
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              Why macro matters: How Morgan Stanley is positioned for 2022 and 2023
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  Value should beat Growth, stocks will continue to outperform, and balanced portfolios (the well-loved 60/40 split) remain highly efficient, says Morgan Stanley Wealth...
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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: 3 Christmas specials and 2 for a <span class="whitespace-nowrap">turnaround<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">
  In case you missed it, Livewire&#39;s James Marlay was joined by Tribeca&#39;s Jun Bei Liu and Market Matters&#39; James Gerrish for their analysis of three beaten-down stocks to...
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          <time datetime="2021-12-09T17:09:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 09, 2021 17:09</time>
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              The Match Out: ASX drifts lower in a quiet session
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  A fairly quiet session for the local market today with stocks consolidating yesterday&#39;s strong advance. There was very little in terms of company news flow nor was...
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          <time datetime="2021-12-09T14:58:52+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 09, 2021 14:58</time>
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                </div>
                <figcaption></figcaption>
              </figure>
            </div>
          <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%] ">
              Meet Livewire’s founders — they are just getting started
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    They say opposites attract, and while I believe that to be true, it is sometimes our shared attributes, no matter how small, that draw us together. In the case of...
</div>

          </div>
</a>      </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
          <div class="flex items-center">
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            <picture style="">
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    alt="Ally Selby"
    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="93969" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/93969/contributor">
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</span>    </div>
      <div>
        Livewire Markets
      </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-50147" data-load-engagement-count-target="like" data-wire-id="50147" data-position="12880">
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    turbo-stream 
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  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
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  aria-label=comment
  
  
  
>
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</svg>

  
  
  
</a>

</div>
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    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2021-12-09T14:58:52+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">December 09, 2021 14:58</time>
    </div>
</div>


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

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
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</template></turbo-stream>
