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          <time datetime="2023-02-03T11:16:38+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 03, 2023 11:16</time>
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              Aussie house price crash about to pass through all-time record of an 11% peak-to-trough loss...
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  We forecast Aussie house price declines would breach the 10% threshold by Q1 2023, and that looks like it is playing out right now...
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        Coolabah Capital
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/the-rules-of-investing">The Rules of Investing</a>

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          <time datetime="2023-02-03T10:30:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 03, 2023 10:30</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>Lazard&#39;s Philipp Hofflin reveals how the stock market really <span class="whitespace-nowrap">works<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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  Value portfolios always win... because they have better growth.  
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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 Last Great Malls on <span class="whitespace-nowrap">Earth<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 the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The Investment team behind the Pengana...
</div>

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              As their bigger brethren cream it, junior porphyry hunters still wait for tickets to gold-copper party
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  Sunstone aims to fire up investors with high-grade epithermal next to porphyry discovery. Plus, Battery Age joins Canadian lithium rush.  
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              Three themes that will shape the coming decade
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  Deglobalisation, Decarbonisation, and De-dollarisation will offer fantastic opportunities for active stock pickers over the next decade.
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        Firetrail Investments
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          <time datetime="2023-02-03T06:30:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 03, 2023 06:30</time>
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          <div class="sm:flex-grow">
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              Commodity predictions for 2023 – Part Two
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Former exploration geologist, James Cooper, suggests energy and small-cap explorers will be the two big themes to watch out for in 2023
</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>Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the <span class="whitespace-nowrap">list)<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 this episode, Marcus Today&#39;s Henry Jennings and Medallion Financial&#39;s Michael Wayne analyse the five most-tipped large caps for 2023. 
</div>

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          <time datetime="2023-02-02T17:25:38+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 02, 2023 17:25</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%] ">
              Iron ore prices soar 58% in three months. Here are Citi&#39;s top picks
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  With iron ore prices rebounding in recent months, we break down the broker&#39;s latest research, the stocks they like and why.  
</div>

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              The Match Out: ASX gets to within 1% of all-time high, Tech stocks rally, and the office market is not as bad as many thought!
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  The ASX 200 is up nearly 7% in calendar 2023 but is now looking very tired/uncomfortable above 7500. The best of today’s trade was seen early with the index +47pts at...
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        Market Partners 
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          <time datetime="2023-02-02T15:56:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 02, 2023 15:56</time>
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              What&#39;s priced in?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Key Points: • In this insight, we outline what investment environment we think markets are currently pricing. • Bond and cash markets are suggesting a slowdown in...
</div>

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        Drummond Capital Partners
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              Move over big tech: JP Morgan Asset Management’s five other equity market ideas
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  JP Morgan Asset Management&#39;s Kerry Craig and Christian Mariani give you five equity market ideas that are not the FAANG names. 
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          <time datetime="2023-02-02T11:49:57+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 02, 2023 11:49</time>
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              Seek shelter in defensives amid falling growth and financial conditions
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Bruce Apted reviews the main concerns and key market themes for Australian equities that investors should look out for over the year ahead.
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              Two buys and a sell heading into reporting season
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  Maqro Capital&#39;s number crunchers have come up with three trades for February&#39;s crunch period.
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          <div class="sm:flex-grow">
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              13 stocks making 52-week highs (and why it matters)
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  Commonwealth Bank and Rio Tinto recently hit 52-week highs. What&#39;s the significance and why should investors pay attention?
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              Nasdaq hits fresh five-month high, Fed less hawkish than expected, ASX to rise
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  Get up to date on overnight market activity and the big events for the day.
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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 Match Out: ASX holds 7500 on the back of Materials strength, Pinnacle (PNI) tumbles on downgrade, Flight Centre (FLT) returns from <span class="whitespace-nowrap">halt<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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  A strong lead from US markets took the ASX to another 9-month high today, however, early strength was once again sold into.
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          <time datetime="2023-02-01T15:28:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 01, 2023 15:28</time>
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              How Molly Benjamin is breaking down financial barriers (and her tips for other investors)
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  Molly Benjamin is passionate about making finance and investing accessible to women. So what does her own portfolio look like? 
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          <div class="sm:flex-grow">
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              The joy of missing out
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The opportunity set has broadened out quite nicely and is far better than it was a year ago
</div>

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        GMO
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          <time datetime="2023-02-01T11:45:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 01, 2023 11:45</time>
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          <div class="sm:flex-grow">
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              UBS’ top nine ASX small caps for February reporting season
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  There are more than 2,000 small and micro-cap companies listed on the ASX. But only nine have UBS&#39; attention this February.
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</a></div>

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    <div data-controller="tooltip">
  <a aria-label="BRG" data-controller="event" data-event-name-value="link_click" data-event-id-value="54365" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-brg">
    <div
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>
  <div class="flex items-center gap-2">
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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="375" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-brg">
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</a>    <div class="px-4 mt-0.5">
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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  </div>
</div>

    <div data-controller="tooltip">
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    <div
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>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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</a>    <div class="px-4 mt-0.5">
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          <div 
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</div>

    <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">
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    <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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    <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="54365" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/ubs-top-nine-asx-small-caps-for-february-reporting-season">
      +6
</a></div>

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        <div class="mt-2 lg:mt-4">
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        <a data-controller="event" data-event-name-value="link_click" data-event-id-value="122664" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:9900,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/hanslee">
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        Livewire Markets
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  <turbo-stream action="update" target="pagination"><template>
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