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              Is a bird in the hand worth two in the bush?
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        In 600 BC, Greek fabulist Aesop described the essence of investment decision-making as, &quot;A bird in the hand is worth two in the bush.&quot; To flesh out this...
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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>Chris Watling&#39;s portfolio preparation guide for a 2023 global <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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    Last week, London-based economist and founder of Longview Economics Chris Watling walked into a pub and ordered three pints of beer. The barman poured the pints and...
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        Livewire Markets
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          <time datetime="2022-10-15T06:09:32+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 15, 2022 06:09</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%] ">
              Record immigration key to avoiding more rate increases
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In the AFR I write: Let’s start with the shocker that was the latest US inflation report for September, which initially triggered a savage 3.5 per cent drop in US...
</div>

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        Coolabah Capital
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          <time datetime="2022-10-14T17:24:28+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 14, 2022 17:24</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 Match Out: Bang! US Inflation may still be “hot” but stocks enjoy a huge relief rally!
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Friday delivered a very different story to most of 2021/22 with stocks rallying aggressively following a stronger-than-expected US inflation print. The risk on theme...
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</a>    <div class="px-4 mt-0.5">
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              US headline inflation will be high for a while
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    US inflation came in hot overnight. It is worth noting that while there are some positive signs for goods, services inflation is getting worse. See the tables below:...
</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>Mark Landau: Why it&#39;s time to put down the last decade&#39;s <span class="whitespace-nowrap">playbook<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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    The old adage that &quot;past performance is not an indicator of future returns&quot; is possibly more relevant in today&#39;s market than ever before.  When the market is driven...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Sydney house prices have now fallen 10%, national prices on track for &gt;15% loss
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    The great Aussie housing crash continues to unfold as the charts below highlight, which are updated to 13 October 2021. In Sydney, home values have now lost more...
</div>

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        Coolabah Capital
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              Have A-REIT risks been overblown?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Another listed property (A-REITs) reporting season has come and gone. In Financial Year 2022, a period defined by rising inflation, it is no surprise that interest...
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              Lithium prices hit record as China shores up supplies
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  Plus, Strandline set for first cashflow at WA mineral sands project, marked-down AuTECO labelled ‘one of the most exciting junior gold explorers on the ASX’ and Cameco...
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          <time datetime="2022-10-14T08:54:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 14, 2022 08:54</time>
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              Migration to Australia surges, with overseas students returning en masse
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    Following the re-opening of Australia’s border earlier this year, net migration has surged and the population is again growing strongly, almost back at pre-pandemic...
</div>

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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%] ">
              Why rising oil prices are deflationary, not inflationary
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     There are two major themes I’ve been writing about over the past six months: 1.       The Fed will crush the US economy with its tight monetary policy, leading to a...
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          <time datetime="2022-10-14T06:30:08+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 14, 2022 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: 3 of Australia&#39;s hottest stocks (and 2 actual <span class="whitespace-nowrap">buys)<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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  According to those who act with the utmost decorum, there are three subjects that should never be breached at the dining table: religion, politics, and stocks.  Why?...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The toughest questions in investing, as answered by UBS Asset Management
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    At the best of times, investing is not exactly the easiest pastime. You have to know why you want to make money, where you want to make it, and how you want to do...
</div>

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          <time datetime="2022-10-14T06:00:27+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 14, 2022 06:00</time>
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              A closer look at US housing
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    Deja-vu? If we were to rewind back to the years leading up to the global financial crisis (GFC) of 2007/08, some key economic factors stand out. House prices were on...
</div>

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        Quay Global Investors
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          <time datetime="2022-10-13T17:00:01+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 13, 2022 17:00</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%] ">
              The Match Out: Market flat ahead of key US Inflation Data, Qantas (QAN) soars
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          <time datetime="2022-10-13T16:38:56+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 13, 2022 16:38</time>
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              Four mispriced Australian and international stocks you should know about
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    Arguably the time is ripe to be hunting for undervalued stocks. Markets are choppy. Interest rates are rising. Inflation is high. Investors are nervy. Striking gold...
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        Livewire Markets
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          <time datetime="2022-10-13T11:37:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 13, 2022 11:37</time>
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              China&#39;s 20th National Congress
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    On 16 October 2022, the Communist Party of China (CCP) will commence its 20th National Congress. Given China’s global importance, the event will be closely monitored...
</div>

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</span>    </div>
      <div>
        4D Infrastructure
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</div>

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        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
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  aria-label=home_like
  
  
  
>
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>
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</a>

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</div>


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</div>

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