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          <time datetime="2023-08-24T10:06:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 24, 2023 10:06</time>
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              Another high quality result - Breville
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  Breville Group (ASX:BRG) is a company owned in the Montgomery Small Companies Fund and one we have written about extensively. Back on April 14, I wrote about Breville,...
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        Montgomery Investment Management
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          <time datetime="2023-08-24T09:22:11+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 24, 2023 09:22</time>
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              Buy the dip on this fake China crisis!
            </h2>
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  Callum Newman of Fat Tail Investment Research shares two indicators that show China is not close to a financial crisis...
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        Fat Tail Investment Research
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              Readytech is ready for the big time
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  On Tuesday Readytech (ASX: RDY), a software provider to the education, workforce and government &amp; justice industries, announced the company’s results for the 2023...
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  Hansen invests in its products to ensure its clients remain agile, responsive &amp; relevant to their customers
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        LSN Capital Partners
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              ASX 200 to rise, Nvidia soars on earnings + Jackson Hole Preview
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              The state of consumer spending
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  In this wire, I talk about current consumer spending and what it means for the economy, why secular stagnation matters, the impact of higher earnings, and Touchstone’s...
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              Have the bears finally got it right on China?
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  Former exploration geologist James Cooper challenges the one way traffic on bearish China sentiment and offers a different view
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        Fat Tail Investment Research
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        <time datetime="2023-08-24T04:41:52+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">August 24, 2023 04:41</time>
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              The Match Out: Staples rebound, Resources support the index
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  The daily Match Out for Wednesday 23 August 2023 with James Gerrish of Market Matters.
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    <div data-controller="tooltip">
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  <div>
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  <div>
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              The China snowball is getting bigger
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  The snowball might become too large to stop. To date, China looks unwilling to pay the price. If it waits too long, it might be unable. 
</div>

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        Nucleus Wealth
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              A boring but beautiful stock with 5-year CAGR EPS growth of +16.8%
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  Having held this stock since IPO, we continue to remain constructive on its outlook. 
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              Do Woodside and Santos have the energy (and prices) to keep earnings up?
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  Two energy heavyweights have reported earnings that reflect the higher-for-longer oil and gas price thesis. But is it as good as it gets?
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              Dividends are up, but only one of our 2 big supermarkets is a buy
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  Australia&#39;s two big players are still benefitting from inflation in the latest results, but Elston&#39;s Bruce Williams sees challenges ahead.
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        Livewire Markets
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        <time datetime="2023-08-23T14:40:10+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">August 23, 2023 14:40</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/fixed-income">Fixed Income</a>

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  Sponsored
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          <time datetime="2023-08-23T14:24:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 23, 2023 14:24</time>
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              Finding high yields and high-grade ideas in a world hungry for income opportunities
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  The best way to find income in a high-yielding world is to have little limitations.
</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>Commercial Property in Crisis, Default Cycle Ramps Up &amp; Non-Banks Under <span class="whitespace-nowrap">Pump<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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  Listen to my latest podcast interview on the cracks busting open commercial real estate and risky lenders
</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%] ">
              3 transport stocks for your ASX watchlist
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Why Transurban,. Qantas and Auckland International Airport are defensive transport names worthy of a place on your watchlist.
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Transurban Group</div>
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          <div class="sm:flex-grow">
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              13 stocks that benefit from a weaker Australian dollar
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Australian dollar recently hit a nine-month low. Here are some of the stocks and assets that could benefit.
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              Megaport is seeing excellent momentum
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  After exceeding $21 per share in late-2021, Megaport Limited (ASX:MP1) experienced a very rough 17 months. The company now seems to have its mojo back from the trough...
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              How Origin Energy offers a 20% annualised return with almost zero downside risk
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  Vertium Asset Management CIO Jason Teh says Origin Energy offers a &#39;decent&#39; 5% return ahead of its Brookfield takeover. 
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              China&#39;s economy is a house on fire, and this time it can&#39;t build its way out of the mess
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              ASX 200 to fall, S&amp;P 500 fades on bank downgrades + Is a short-term bounce at play?
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  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="56653" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:7940,&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-56653" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="56653" data-position="7940" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2023-08-23T08:40:29+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">August 23, 2023 08:40</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=2023-08-23+08%3A40%3A29+%2B1000&amp;last_position=7940"></a>
</template></turbo-stream>
