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          <time datetime="2023-07-31T10:11:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 31, 2023 10:11</time>
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              Livewire Live tickets are on sale now - secure your seat!
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Please join us at Livewire Live 2023, proudly sponsored by Bell Direct. 
</div>

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        Livewire Markets
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        <time datetime="2023-07-31T10:11:22+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">July 31, 2023 10:11</time>
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</div>


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    <div class="w-full sm:flex-grow order-2 wire">
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/equities">Equities</a>

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          <time datetime="2023-07-31T10:00:11+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 31, 2023 10:00</time>
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                <figcaption></figcaption>
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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%] ">
              Forager&#39;s 7 best prospects and 6 complementary stocks for 2024
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  ...and the stock the team felt it had no right to make money on (but did).
</div>

          </div>
</a>      </div>
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</a>  <div class="hidden" data-tooltip-target="content">
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</a></div>

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              The Concentration Conundrum
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Outperformance of megacap highfliers doesn&#39;t stand up to historical scrutiny as value stocks trade at 30% discount to long-term average PE
</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>7 key themes (and 4 stocks) to watch this ASX reporting <span class="whitespace-nowrap">season<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 upcoming earnings season could be the most consequential in many years. Here&#39;s what you need to watch out for.
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              Commodity correlation, currency effects, Bitcoin rallies and the Fed
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  This week’s charts begin with a candlestick that shows how the current foreign-exchange volatility
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              ASX 200 to rise + S&amp;P 500 marks 3rd straight week of gains
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              When is the best time to invest your money?
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  No matter how experienced an investor you are, the decision of when to invest money can naturally provoke a feeling of uncertainty or apprehension. Are shares too...
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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 ">Netwealth Group Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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    <div data-controller="tooltip">
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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 class="px-4 mt-0.5">
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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>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1591" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-pmv">
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          <time datetime="2023-07-29T09:58:47+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 29, 2023 09:58</time>
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              Media Worth Consuming – July 2023
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  Interesting and under the radar media on finance, economics, politics and society
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        Narrow Road Capital
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          <time datetime="2023-07-28T16:49:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 28, 2023 16:49</time>
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              The Match Out: Down today but stocks had a strong week, BOJ pushes yields higher
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  The daily Match Out for Friday 28 July with James Gerrish of Market Matters.
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        Market Partners 
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          <time datetime="2023-07-28T13:19:52+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 28, 2023 13:19</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>The only ASX stock with a return on equity of over <span class="whitespace-nowrap">50%<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">
  How Auscap&#39;s Tim Carleton is finding value in beaten up sectors
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              We&#39;re getting excited about LICs again
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Listed investment companies present some compelling opportunities currently, despite NTAs still hovering above the lows of 2020
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              Qiao Ma and Jun Bei Liu&#39;s reasons for investor optimism
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  Two of Australia’s most successful equity investors detail where they see some of the greatest potential in global and local markets. 
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        Livewire Markets
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              Death of the Dollar?
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  Key Points: • Commentary around the decline of the United States as the planet’s sole hegemon has intensified in recent years in response to growth in China’s economy...
</div>

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        Drummond Capital Partners
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          <time datetime="2023-07-28T08:00:07+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 28, 2023 08:00</time>
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              July 2023 podcast highlights: China property crash, abuses of power, and US Q2 earnings
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  Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
</div>

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        Nucleus Wealth
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              Are Australia and the US heading for severe recessions?
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  Their money supply’s shrinking and yield curves have inverted. This confluence of events always precedes slumps; can this time be different?
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        Leithner &amp; Company Ltd
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              Patriot’s imminent lithium resource could see the shorts taken down
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  And fellow lithium explorer Cygnus is also set to join the resource party. Plus, Gascoyne Gold’s valuation seems to leave much upside.  
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          <time datetime="2023-07-28T06:45:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 28, 2023 06:45</time>
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              Emerging markets: Look past commodity exports to countries with strong domestic demand
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  Emerging markets investors often focus on commodity-intensive countries – many of which rely on China as one of the world’s top importers. But that may not be an...
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