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          <time datetime="2023-05-29T08:46:32+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 29, 2023 08:46</time>
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              ASX 200 set to rally + Nasdaq and S&amp;P 500 hit 9-month high on AI hype
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  Get up to date on overnight market activity and the big events for the day.
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              Tech stocks rally, hard and soft landings, and past Fed pauses
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  This week’s charts begin by revisiting our table of winners and losers in the S&amp;P 500
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          <div class="sm:flex-grow">
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              The familiar story of sticky US inflation
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  US core inflation remains persistently high.  
</div>

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        Coolabah Capital
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          <div class="sm:flex-grow">
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              What is the right way to value unlisted property?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Unlisted asset valuations are a hot topic right now, thanks to APRA&#39;s magnifying glass. This fund aims for best practice valuation standards
</div>

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        Livewire Markets
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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%] ">
              Is Australia Risking a Debt Crisis?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Probably not – but high and rising debt will boost CPI and interest rates, and stifle GDP growth and investors’ returns. 
</div>

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        Leithner &amp; Company Ltd
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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>How T. Rowe Price generates impactful alpha (and two stocks to prove <span class="whitespace-nowrap">it)<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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  You don&#39;t need to sacrifice goodwill to get good returns. But you do need a defined process, says T. Rowe Price&#39;s Hari Balkrishna.
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          <div class="sm:flex-grow">
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              The RBA&#39;s &quot;active taper&quot; options and finding &quot;greeniums&quot; on ESG bonds
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  An active taper is a live option as is the ability to capitalise on &quot;greeniums&quot; on ESG bonds...
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        Coolabah Capital
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              Media Worth Consuming – May 2023
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Interesting and under the radar media on finance, economics, politics and society
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        Narrow Road Capital
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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>Top stocks for today&#39;s markets (and why Jun Bei Liu believes the ASX will head higher in <span class="whitespace-nowrap">2023)<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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Tribeca Investment Partners portfolio manager is bullish despite RBA documents indicating an 80% likelihood of an Aussie recession.
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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 local growth market offering sustainable <span class="whitespace-nowrap">income<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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  The Janus Henderson Sustainable Credit Fund targets defensive income from the growing sustainable credit market.
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          <time datetime="2023-05-26T11:09:33+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 26, 2023 11:09</time>
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              What We Can Learn About AI from Jack Dorsey
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  Block CEO Jack Dorsey backs open-source AI, emphasizes Block&#39;s data advantage, and advises against AI hype at JP Morgan Tech Conference.
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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>Buffett lessons you won’t hear at <span class="whitespace-nowrap">Berkshire<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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              <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>Play &quot;the largest capital investment cycle the world&#39;s ever attempted&quot; with these <span class="whitespace-nowrap">stocks<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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  The energy transition is an enormous thematic, but not all exposed stocks will deliver outstanding investor returns.
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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>Are broker stock ratings worth the paper they&#39;re written <span class="whitespace-nowrap">on?<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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  It&#39;s not uncommon to hear broker research ratings being dismissed by investors. So, in this brief wire, I&#39;ll outline some of the Plato Investment Management team&#39;s...
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              Pound-for-pound, copper explorer Hammer is nailing the value proposition
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  Plus, the response to Gascoyne Gold’s bumper results at Never Never is curiouser and curiouser. And Bellavista hits 7.5% zinc in WA. 
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          <div class="sm:flex-grow">
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              The magazine cover indicator says buy dividend stocks!
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  When cash is this popular, it&#39;s time to look at other income options
</div>

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    alt="Greg Canavan"
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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      <div>
        Fat Tail Investment Research
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          <div class="sm:flex-grow">
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              2023…Sitting in the Eye of the Inflationary Storm (Part Two)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Yes, the world needs to end its reliance on fossil fuels, but we still live in an oil economy. 
</div>

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        Fat Tail Investment Research
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