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          <time datetime="2023-08-21T09:00:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 21, 2023 09:00</time>
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              Capital cities, British purchasing power and dwindling US savings
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  This week’s charts begin with a visualisation of how countries dominated by their capital city
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          <time datetime="2023-08-21T08:46:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 21, 2023 08:46</time>
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              ASX 200 to fall, S&amp;P 500 claws back early losses + China set to cut rates
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  Get up to date on overnight market activity and the big events for the day.
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          <time datetime="2023-08-19T15:09:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 19, 2023 15:09</time>
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              Chart of the Week - Investors Hate Defensives
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  What does it tell us When Investors Hate Defensive Stocks?
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Japan’s inflation revolution
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Nominal GDP, wages and corporate revenues are growing at the fastest rate in 30 years.
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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: Flat end to a tough week for markets, Magellan (MFG) rallies ~13%
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The daily Match Out for Friday 18 August with James Gerrish of Market Matters.
</div>

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          <time datetime="2023-08-18T15:45:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2023 15:45</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%] ">
              FNArena reporting season monitor: August 2023 – Week Three (98 stocks covered)
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  Ratings, consensus price targets, and FNArena insights on each stock covered feature in the following article.
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          <time datetime="2023-08-18T15:32:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2023 15:32</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>New Zealand held interest rates steady at 5.5%, UK annual CPI y/y fell to <span class="whitespace-nowrap">6.8%<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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  Weekly Update | 18th August, 2023
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              They won’t fear it until they understand it
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  The ASX had another strong month in July, despite earnings revisions continuing to be negative and multiples remaining high.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Is the “Goldilocks” scenario about to be mauled by the 3 economic bears?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Goldilocks scenario has enjoyed a big rally this year, blissfully ignorant of the three economic bears returning home 
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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%] ">
              FSD potential keeps Tesla our largest investment
            </h2>
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  Our valuation calculator (available on our website) shows that the most crucial variable for Tesla investors is Full Self Driving.
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          <div class="sm:flex-grow">
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              Are the biggest ASX stocks overvalued?
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  Are the biggest stocks on the ASX overvalued? Let&#39;s look at Commonwealth Bank, CSL, and BHP to find out. 
</div>

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</a>      </div>
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>
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>
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        Fat Tail Investment Research
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          <time datetime="2023-08-18T12:52:52+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2023 12:52</time>
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              How we prepare for – and profit from – recessions
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  We’ve outperformed over the long term by being conservatively contrarian during booms and aggressively contrarian during busts. 
</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>3 catalysts that could put some heat into the unloved gold <span class="whitespace-nowrap">sector<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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  Gold is out of favour but there are good reasons to believe the outlook is improving according to Evolution&#39;s Jake Klein.
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              Chinese real estate – is contagion building?
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  In this wire we outline all the key developments in China’s real estate market since our last update in mid-July
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        Longview Economics
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              Insider Trades: Directors from Boral, Rio Tinto and Patriot Battery Metals bought shares this week
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  Shares in Boral and Boss Energy have rallied more than 50% year-to-date but insiders are still buying.
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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>Blackwattle&#39;s Ray David is raising red flags about market darling <span class="whitespace-nowrap">CSL<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">
  Plus, the company with the best suite of assets on the ASX
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              This profitable dividend payer is cheap as chips (and no one is talking about it)
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  And it&#39;s just announced an annual fully franked dividend of 8.3 cents per share, despite a slowdown in consumer spending. 
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        Hayborough Investment Partners
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              Gross Mineral Product (GMP) as a tool for sizing the global critical minerals economy
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  I went to a conference on critical minerals. I saw consultants. Oh dear, it is time to put some facts on the table with critical minerals.
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              ASX 200 to fall, Evergrande files for bankruptcy + Charts of the Week
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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>With NVIDIA soaring 200% YTD, is it too late to invest in <span class="whitespace-nowrap">AI?<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">
  Here, early artificial intelligence investor Alex Pollak of Loftus Peak shares 8 stocks for exposure to this disruptive technology. 
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