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          <time datetime="2023-04-14T14:09:56+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 14, 2023 14:09</time>
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              Three weeks on, what did we learn from the banking crisis?
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  Implications of the ongoing volatility in the banking sector, and what it means for markets
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        Franklin Templeton
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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="2023-04-14T12:47:52+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 14, 2023 12:47</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>James Gerrish: Low risk equity returns are back (and these stocks provide <span class="whitespace-nowrap">them)<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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  TINA (there is no alternative) has left the building
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              What to do when the Fed makes a mistake
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  History is against the Fed as a credit crunch looms in the US economy. Now is the time to prepare portfolios against the coming correction.
</div>

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        Ascalon Capital
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          <time datetime="2023-04-14T10:07:35+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 14, 2023 10:07</time>
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          <div class="sm:flex-grow">
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              Can gold stay at record highs?
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  With the gold price re-approaching record highs, many are wondering what will happen next. While no-one knows for sure which way the gold price will go, there are two...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Can equities have a soft landing while the economy goes into recession?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Federal Reserve&#39;s own economists now believe a mild recession is inevitable stateside. Equity traders disagree.
</div>

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              Europe’s failure to secure critical metal supplies: Two strategies to play it
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  Former exploration geologist, James Cooper, details how you can capatalise on Europes desperate need for alternative critical metal supplies
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        Fat Tail Investment Research
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          <time datetime="2023-04-14T08:09:42+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 14, 2023 08:09</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%] ">
              OZ shareholders may have left much copper in the bush by taking BHP’s bird in the hand
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  But a new generation of juniors like Caravel offer them a way back into the copper game – with much more leverage.
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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 undiscovered gems (and 2 overhyped <span class="whitespace-nowrap">duds)<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, Prime Value&#39;s Mike Younger and Yarra Capital&#39;s Katie Hudson analyse the darlings and duds of the small-cap arena. 
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          <time datetime="2023-04-13T16:58:53+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 13, 2023 16:58</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: ASX cools on hotter than expected employment, Corporate Travel prints a big ticket
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  The daily Match Out for Wednesday 13 April with Market Matters&#39; James Gerrish.
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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="px-4 mt-0.5">
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  </div>
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    <div data-controller="tooltip">
  <a aria-label="CTD" data-controller="event" data-event-name-value="link_click" data-event-id-value="55221" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ctd">
    <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>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Corporate Travel Management Ltd</div>
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</a></div>

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  <div class="flex items-center gap-2">
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    <div data-controller="tooltip">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Corporate Travel Management Ltd</div>
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              Which country is the largest exporter of unseparated rare earth concentrates to China?
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  Simple answer: Myanmar, right? Wrong. It is the United States of America! The walk diverges from the talk for our great and powerful friend.
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              Is there upside in Downer?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It is common for the Allan Gray Australia Equity portfolio’s investee companies to be out of favour. This is often an important prerequisite for us to be able to buy...
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        Allan Gray
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              Is now the moment to get back into emerging markets?
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  Six months ago, you might have laughed at the suggestion. Russia might have been written down to zero in your EM fund and Xi Jinping looked to be doubling down on a...
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              Is 2023 the right time for housing-exposed stocks?
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  The past 12 months have been a tough period for housing-exposed stocks. Monetary tightening has adversely impacted the housing market (in the US and domestically),...
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        Wilsons Advisory
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          <time datetime="2023-04-13T08:45:56+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 13, 2023 08:45</time>
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              Fed warns of a &#39;mild recession&#39; this year, US inflation cools, Morgan Stanley&#39;s new lithium playbook
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  Get up to date on overnight market activity and the big events for the day.
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              The Big Four Banks are the last place you want to be
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  Chris Kourtis from Ellerston Capital makes the case for why the fixed rate rolloff is bad news for the Big Four banks.
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          <div class="sm:flex-grow">
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              The Dollar is Dead, Long Live the Dollar
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The perpetual &#39;Black Knight&#39; of our monetary system, the US Dollar has often been proclaimed as &#39;dead&#39;, but goes on despite flesh wounds.
</div>

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          <time datetime="2023-04-12T16:56:39+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 12, 2023 16:56</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%] ">
              The Match Out: ASX rallies ahead of key US inflation data, Whitehaven (WHC) downgrades production
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Another solid session for the market today with Tech &amp; Resources doing the heavy lifting, the ASX200 is now up ~450pts/6.5% from the 20th March low hitting a 5-week...
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        Livewire Markets
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              The physical office in a hybrid world
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  Why changing occupier demand means investment opportunity
</div>

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        Cromwell Property Group
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