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          <time datetime="2023-06-07T15:47:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 07, 2023 15:47</time>
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              Strong unit labour costs continue to drive high domestic inflation
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  Strong unit labour costs account for the bulk of high domestic inflation.
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        Coolabah Capital
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          <time datetime="2023-06-07T13:02:56+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 07, 2023 13:02</time>
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              Will the AI rally turn out to be dotcom 2.0?
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  The extreme AI-led rally in US Mega-caps has got many wondering if they&#39;ve missed the boat. The reality is the boat hasn’t been built yet.
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australia has been delivered another rate hike in an attempt to &quot;quash&quot; inflation. This month I debate with special guest Tim Toohey, Head of Macro and Strategy, the...
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        Yarra Capital Management
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              Has the recession already begun?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The contrast couldn’t be starker.  In Q1, 2023 the US economy grew at 1.3% on an annualised basis.  Forecasts for Q2 are lower but still positive.  Next week, we get...
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        Franklin Templeton
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              No one really wants to be known as “Poodles”
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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 article I explore one of the behavioural biases that creates opportunity for value investors. 
</div>

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      <div>
        Castle Point Funds
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          <time datetime="2023-06-07T10:34:00+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 07, 2023 10:34</time>
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          <div class="sm:flex-grow">
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              AI is the new kingmaker
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Investors had better not fall into the &quot;AI is but a temporary bubble&quot; trap, because tomorrow&#39;s future is about to be rewritten.
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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>Why Coolabah Capital&#39;s Christopher Joye thinks the &quot;mother of all default cycles&quot; has <span class="whitespace-nowrap">started<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 Match Out: RBA hikes again, Discretionary and Financials struggle the most
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  The daily Match Out for Tuesday 6 June with James Gerrish of Market Matters.
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              The RBA hikes again &amp; signals the risk of more to come
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  The RBA is worried by high inflation and wants to anchor expectations.  
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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 RBA hikes rates for the 12th time. But one recession signal suggests it is already too late.
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Purely on inflation, the RBA has a lot more work to do. But look at any other economic indicator and you might find a different story.
</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%] ">
              US employment market: weakening but still relatively robust
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  While the US employment market continues to weaken, the latest BLS data shows that as it currently stands, it remains relatively robust.
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        Economics Uncovered
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          <time datetime="2023-06-06T10:29:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 06, 2023 10:29</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%] ">
              6 pharma and biotech companies with strong momentum
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australian biotech and pharma had a number of key results in May with several stocks rallying. I look at 6 companies on the move.
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        Independent Investment Research 
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          <time datetime="2023-06-06T10:23:59+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 06, 2023 10:23</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>Where PIMCO is investing as recession <span class="whitespace-nowrap">looms<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">
  Following the worst year on record the bond market is ripe with opportunity. PIMCO&#39;s Adam Bowe explains where he is investing in 2023.
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          <time datetime="2023-06-06T09:21:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 06, 2023 09:21</time>
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  In these uncertain times, why not consider regular income. Challenger can offer a range of income solutions to help you meet your investment goals.  Rising rates are...
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              Australia&#39;s property market is in crisis. But who (or what) is to blame?
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  Last month, RBA Governor Philip Lowe issued a blunt warning: housing supply will struggle to keep up with Australia&#39;s population growth.  In short, too many people and...
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              Australian stocks to fall + How does the ASX 200 perform on RBA rate hike days
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          <div class="sm:flex-grow">
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              The outlook for ASX dividends in FY 2024
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  Over the past three decades, Australian stocks have proved an exceptional source of income for investors, and in particular retirees thanks to the added benefits of...
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1572" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/fund/plato-income-maximiser">
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              How to use ETFs for income (plus four different ideas)
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  If you like the ease of trading on the ASX and want to build an income portfolio, here&#39;s how it works - as well as four issuers&#39; top picks.
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              Seize long-term opportunities in copper amid short-term weakness
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  Discover the long-term investment potential in the copper market despite short-term weaknesses.
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    <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="850" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-gle">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">GLG Corp Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:GLE</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-850">
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
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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>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="RIO" data-controller="event" data-event-name-value="link_click" data-event-id-value="55783" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-rio">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">RIO</span>
  </div>
</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="1734" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-rio">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">RIO Tinto Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:RIO</div>
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</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-1734">
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
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  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <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="55783" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/seize-long-term-opportunities-in-copper-amid-short-term-weakness">
      +1
</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="55783" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-bhp">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">BHP</span>
  </div>
</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="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="flex flex-col">
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</a>    <div class="px-4 mt-0.5">
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
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    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">GLE</span>
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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="850" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-gle">
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      </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-850">
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="850"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="RIO" data-controller="event" data-event-name-value="link_click" data-event-id-value="55783" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-rio">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">RIO</span>
  </div>
</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="1734" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-rio">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">RIO Tinto Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:RIO</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-1734">
            Followed by<span class="font-bold text-gray-700"> 786 </span>people
        </div>
          <div 
  class="follow-stock-code-1734-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="1734"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="SCCO" data-controller="event" data-event-name-value="link_click" data-event-id-value="55783" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/nyse-scco">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">NYSE:SCCO</span>
  </div>
</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="20803" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/nyse-scco">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Southern Copper Corporation</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">NYSE:SCCO</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-20803">
            Followed by<span class="font-bold text-gray-700"> 21 </span>people
        </div>
          <div 
  class="follow-stock-code-20803-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="20803"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

</div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
          <div class="flex items-center">
    <div class="mr-2">
        <a data-controller="event" data-event-name-value="link_click" data-event-id-value="131602" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:8660,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/james-cooper-3718992a-f2b2-4d36-9a15-e1fe0de0a19e">
            <picture style="">
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  <img
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        Fat Tail Investment Research
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</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
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>
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</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
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</svg>

  
  
  
</a>

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    <div class="flex flex-row-reverse">
        <time datetime="2023-06-06T06:30:14+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">June 06, 2023 06:30</time>
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</div>


      </div>
    </div>
</div>

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