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          <time datetime="2022-07-06T12:06:37+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 06, 2022 12:06</time>
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              Chart of the Week: From not enough, to too much
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    Backlog Backdown and Inventory Increase:  This is one of the most intriguing charts on my desk at the moment, it shows our composite global PMI backlogs indicator...
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          <time datetime="2022-07-06T12:00:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 06, 2022 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>There are some positive outcomes in a <span class="whitespace-nowrap">recession<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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  Just like the weather in Australia, no two days are ever really the same. The same could be said for investing. Six months ago, global central banks were discussing...
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              Generating income from Australian share buybacks
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    Participating in off-market Australian share buybacks, is one way Plato generates additional after-tax income for retirees and other zero-tax investors. Off-market...
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        Plato Investment Management
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              From tulips, to iron, then lithium: The nature of a commodity boom
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  Speculation in commodity prices and the wave of hype that comes with it is not a new concept. Over the past few hundred years, there are many accounts of the rise and...
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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>Paradice&#39;s 3 preferred materials exposures and 1 sector to <span class="whitespace-nowrap">avoid<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 a normal cycle, high prices for commodities from high demand would lead to increased supply and finally a drop in prices – but these are far from normal times....
</div>

          </div>
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        <div class="pt-4 pb-4 sm:hidden">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="BHP" data-controller="event" data-event-name-value="link_click" data-event-id-value="52160" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-bhp">
    <div
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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="318" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-bhp">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BHP Group Ltd</div>
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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">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="ILU" data-controller="event" data-event-name-value="link_click" data-event-id-value="52160" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ilu">
    <div
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>
  <div class="flex items-center gap-2">
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</div>

</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="970" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ilu">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Iluka Resources Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ILU</div>
        </div>
      </div>
</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-970">
            Followed by<span class="font-bold text-gray-700"> 193 </span>people
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          <div 
  class="follow-stock-code-970-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="IPL" data-controller="event" data-event-name-value="link_click" data-event-id-value="52160" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ipl">
    <div
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>
  <div class="flex items-center gap-2">
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</div>

</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="986" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ipl">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Dyno Nobel Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:IPL</div>
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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 class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="52160" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/paradice-s-3-preferred-materials-exposures-and-1-sector-to-avoid">
      +4
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="BHP" data-controller="event" data-event-name-value="link_click" data-event-id-value="52160" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-bhp">
    <div
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>
  <div class="flex items-center gap-2">
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</div>

</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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  data-load-engagement-count-target="follow"
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    <div data-controller="tooltip">
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  <div class="flex items-center gap-2">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Iluka Resources Ltd</div>
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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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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Dyno Nobel Ltd</div>
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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="hidden" data-tooltip-target="content">
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              Charts and caffeine: Morningstar&#39;s two newest, best ASX ideas
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    Welcome to Charts and Caffeine - Livewire&#39;s pre-market open news and analysis wrap. We&#39;ll get you across the overnight session and share our best insights to get you...
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        Kardinia Capital
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              The Match Out: RBA hikes rates 50bps, Market edges higher
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    The RBA raised rates today by 0.50% as expected, the market rallied, the AUD edged marginally lower and the reaction was generally as we thought it would be, the...
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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 investors can learn from disasters, and a big risk the market has missed
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    From central bank actions, including the RBA’s record-breaking 0.5% hike (our largest ever consecutive rate increase), to the war in Europe, and COVID’s relentless...
</div>

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        Livewire Markets
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              How the market is navigating the five stages of grief
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  As the second quarter ends, investors are licking their wounds from negative asset returns as policy withdrawal corrodes asset values around the world. Investor...
</div>

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      <div>
        Jamieson Coote Bonds
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          <time datetime="2022-07-05T11:00:07+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 05, 2022 11:00</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%] ">
              Only one global stock pick gained last year - and it&#39;s not even listed overseas anymore
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Just like the end of a calendar year, July is a time for reflection for investors. I&#39;ve seen FY21/22 already been described as a year of &quot;all pain and no gain&quot; - a...
</div>

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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Warning lights flashing red for Australia&#39;s property market
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    The opening chapter on inflation and the accompanying rate hikes are worrying property investors, though the story is a long way from finished. According to Aussie...
</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>Good companies go private, loss-makers go <span class="whitespace-nowrap">public<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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  Once the domain of institutional investors, private market investing is going mainstream and may even reach a value of $30 trillion in the years ahead. Urs...
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              Bell Potter&#39;s top stock picks for FY23
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  In this report, our analysts share their top stock picks for FY23, along with their views on various sectors including listed investment companies, agricultural &amp;...
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          <time datetime="2022-07-05T07:43:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 05, 2022 07:43</time>
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              Ian Beatty - Trading liquidity for opportunity
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  In this episode of Inside The Rope, David is joined by Ian Beatty the Managing Partner of SecondQuarter a fund that primarily invests in growing but commercially...
</div>

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          <time datetime="2022-07-05T07:04:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 05, 2022 07:04</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%] ">
              Charts and caffeine: Citi&#39;s two favourite ASX tech stocks
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Welcome to Charts and Caffeine - Livewire&#39;s pre-market open news and analysis wrap. We&#39;ll get you across the overnight session and share our best insights to get you...
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">NEXTDC Ltd</div>
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      +2
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    <div data-controller="tooltip">
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  <a aria-label="NXT" data-controller="event" data-event-name-value="link_click" data-event-id-value="52218" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-nxt">
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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 Indian companies dominating emerging market <span class="whitespace-nowrap">returns<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 looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India. Glen Finegan, Lead...
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