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          <time datetime="2023-07-18T07:30:31+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 18, 2023 07:30</time>
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              Five forces to define the next equity cycle
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  Investors are being forced to deal with more extremes than ever. Here, we work out what forces will drive the next stage of the cycle.
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          <time datetime="2023-07-17T16:57:52+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 17, 2023 16:57</time>
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              Merger deal redefines the pecking order of ASX uranium players, just as prices are expected to take off
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  Lotus Energy is teaming up with A-Cap Energy. We spoke to Lotus CEO Keith Bowes about the deal and what it means. 
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            </div>
          <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 flat, China growth misses the mark, Whitehaven (WHC) enjoys solid quarter
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Match Out for Monday 17 July with James Gerrish of Market Matters.
</div>

          </div>
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        <div class="pt-4 pb-4 sm:hidden">
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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>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CTD</div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 160 </span>people
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  </div>
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  <a aria-label="CWY" data-controller="event" data-event-name-value="link_click" data-event-id-value="56232" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cwy">
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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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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Cleanaway Waste Management Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 126 </span>people
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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="56232" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/the-match-out-asx-flat-china-growth-misses-the-mark-whitehaven-whc-enjoys-solid-quarter">
      +8
</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="56232" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-bhp">
    <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="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BHP Group Ltd</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-318">
            Followed by<span class="font-bold text-gray-700"> 2380 </span>people
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          <div 
  class="follow-stock-code-318-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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    <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">
  <a aria-label="CTD" data-controller="event" data-event-name-value="link_click" data-event-id-value="56232" 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">
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  <div>
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    <div data-controller="tooltip">
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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>
</div>

    <div data-controller="tooltip">
  <a aria-label="EDV" data-controller="event" data-event-name-value="link_click" data-event-id-value="56232" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-edv">
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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</a></div>

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                <figcaption></figcaption>
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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%] ">
              Seinfeld lessons – Investing with Jerry Seinfeld and George Costanza
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Want an added reason to go back and watch Seinfeld? I bet you never thought that reason might be to find lessons on investing. Think again.
</div>

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        NAOS
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              Applause for a pause
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  Portfolio Manager Andrew Canobi shares his perspective on the Reserve Bank of Australia’s recent rate pause, and what’s changed.
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              China deflation, US stock market performance and falling energy prices in the Middle East
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  In this week&#39;s charts we take a fresh look at July US stock market performance
</div>

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              ASX 200 futures flat, US stocks lose steam + Why inflation could re-accelerate
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  Get up to date on overnight market activity and the big events for the day.
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              The 3 ASX small caps this fundie would buy with $10,000 in fresh capital
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  Tyndall Asset Management&#39;s James Nguyen takes part in Livewire&#39;s newest challenge for fund managers.
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          <time datetime="2023-07-17T06:45:32+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 17, 2023 06:45</time>
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              Secure your future, with income solutions for life’s different stages.
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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...
</div>

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          <time datetime="2023-07-17T06:30:26+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 17, 2023 06:30</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>How to find the highest quality large-cap stocks on the <span class="whitespace-nowrap">ASX<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">
  Which large-caps are the cream of the crop right now?
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Commonwealth Bank of Australia</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">CSL Ltd</div>
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      +7
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BHP Group Ltd</div>
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            Followed by<span class="font-bold text-gray-700"> 2380 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Commonwealth Bank of Australia</div>
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-519">
            Followed by<span class="font-bold text-gray-700"> 1669 </span>people
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            Followed by<span class="font-bold text-gray-700"> 1580 </span>people
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  <a aria-label="RIO" data-controller="event" data-event-name-value="link_click" data-event-id-value="56206" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-rio">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">RIO Tinto Ltd</div>
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          <div class="sm:flex-grow">
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              Why you should add government bonds to your portfolio now
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  Higher yields and a slowing economy have skewed the outlook for US Treasury returns to a very positive setting.
</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%] ">
              The Match Out: ASX posts its best week in more than 9 months, Tech and Commodities support the rally
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Match Out for Friday 14 July with James Gerrish of Market Matters.
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Evolution Mining Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:EVN</div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 291 </span>people
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  </div>
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  <a aria-label="FMG" data-controller="event" data-event-name-value="link_click" data-event-id-value="56211" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-fmg">
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  <div class="flex items-center gap-2">
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Fortescue Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-794">
            Followed by<span class="font-bold text-gray-700"> 1312 </span>people
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  </div>
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      +4
</a></div>

        </div>
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  <a aria-label="BHP" data-controller="event" data-event-name-value="link_click" data-event-id-value="56211" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-bhp">
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  <div class="flex items-center gap-2">
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  <div>
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      <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-318">
            Followed by<span class="font-bold text-gray-700"> 2380 </span>people
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          <div 
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Evolution Mining Ltd</div>
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  <div>
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  <div>
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              Demystifying the Yield Curve
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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 second installment on demystifying fixed income concepts Clive Smith takes a closer look at the concept of the yield curve.
</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>Paul Taylor’s guide to long term compounding on the ASX (plus a 3-stock portfolio for the bottom <span class="whitespace-nowrap">drawer)<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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  Plus, the next thing to break if rates keep rising
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              Investors need Diversity, Equity and...Income.
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  We are in a new, New Normal as we like to describe it and investors need to rethink how to negotiate it as the era of cheap money and low inflation disappears. One way...
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        Toscafund HK Limited and Market Thinking Limited
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              Domino’s Pizza: Another way to slice it
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  Our analysis of Domino&#39;s UK vs Domino&#39;s AUS highlights a compelling relative value opportunity
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              This economist has correctly predicted each of the RBA&#39;s last 12 moves. Here is how he does it
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  George Tharenou, UBS&#39; Chief Economist for Australia, has called every RBA decision correctly since July 2022. He tells us how he does it.
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