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          <time datetime="2023-06-16T15:27:49+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 16, 2023 15:27</time>
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              Stockmarket boom to stockpicker’s paradise
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  If history is any guide, the best of times for investors tends to be followed by the worst of times. 
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        Orbis
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          <time datetime="2023-06-16T12:24:40+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 16, 2023 12:24</time>
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              Two value investors share two very different approaches to today&#39;s equity market
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  Anthony Aboud of Perpetual and Todd Barlow of Washington H Soul Pattinson state their respective cases for value investing in this market.
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              Short-term vs long-term investing (the pros &amp; cons)
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  5 key considerations investors should evaluate before choosing between investments with shorter (1.5 yr) and longer (7 yrs) time horizons.
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        Montaka Global Investments
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              Lack of critical metals set to derail the green energy transition
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  Based on current output we&#39;ll need almost 10,000 years’ worth of lithium production condensed into 20-30 years ... Achievable?
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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 dividend doctor gives his prescription for investing 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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              The resources M&amp;A show has started – Australian small cap investors have front row seats
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  After a quiet decade for deals, mergers and acquisitions (M&amp;A) activity in the resources sector has boomed in 2023. Livent’s proposed merger with Allkem (ASX:...
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        Firetrail Investments
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          <time datetime="2023-06-16T09:52:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 16, 2023 09:52</time>
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          <time datetime="2023-06-16T09:00:02+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 16, 2023 09:00</time>
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              Why Talaria is holding 20% cash (and still able to generate healthy income)
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  Talaria has a &quot;different but proven&quot; process for generating income. Co-CIO Chad Padowitz shares what it is, and his current take on markets
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              S&amp;P 500 rallies to 14-month high, gas prices pop, ASX 200 futures higher
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              Gold developers in sights of hungry producers as lower bullion price hits their stock
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              <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 2023 guide to income for investors of all <span class="whitespace-nowrap">ages<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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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Income generation means different things to different investors. This episode of Buy Hold Sell has all bases covered. 
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              Is MA Financial Group a potential mini Macquarie Bank?
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  MA FINANCIAL GROUP – A MINI MACQUARIE BANK? The Surrey Australian Equities Fund (SAEF) has had a holding in MA Financial Group (MAF.ASX) for some time.  While the...
</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>The Match Out: ASX ticks higher, Employment numbers print stronger than <span class="whitespace-nowrap">expected<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 daily Match Out for Thursday 15 June with James Gerrish of Market Matters.
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              Should you buy the CSL dip?
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  Should investors nibble on a defensive market darling thats tumbled almost 10% in two days?
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              Nickel market surplus expected to last until 2025: How will ASX miners fare?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The nickel market is expected to remain in a surplus through to 2025. Does this pose a threat to the otherwise bullish EV demand narrative?
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          <time datetime="2023-06-15T12:30:03+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 15, 2023 12:30</time>
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  A strong board aligned with company management is crucial to a company’s fortunes, so where do institutional investors see the top boards?
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      +9
</a></div>

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      +7
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          <time datetime="2023-06-15T12:28:55+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 15, 2023 12:28</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>Stanley Druckenmiller&#39;s top 3 concerns in 2023 + the sector he is bullish <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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  The fund manager who bet $200 million against internet stocks in 1999 and lost, now has a new long trade. 
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              Cracking the code: How Netflix is winning with new ad tiers and password rules
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  Netflix&#39;s ad-tier &amp; password policy fuel growth, opening new revenue streams &amp; boosting subscriptions 
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        Swell Asset Management
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              Thematic ETFs: The trend is not your friend
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  New research by Plato Investment Management has examined the performance of passive thematic ETFs
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        Plato Investment Management
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  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-55863" data-load-engagement-count-target="comment" data-wire-id="55863" data-position="8580">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/thematic-etfs-the-trend-is-not-your-friend#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="55863" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:8580,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-55863" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="55863" data-position="8580" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2023-06-15T10:33:17+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 15, 2023 10:33</time>
    </div>
</div>


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

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2023-06-15+10%3A33%3A17+%2B1000&amp;last_position=8580"></a>
</template></turbo-stream>
