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          <time datetime="2023-12-21T19:21:57+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 21, 2023 19:21</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Bad news ASX lithium bulls, this broker sees “surplus for several years”
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Macquarie sees potential for further weakness in lithium prices, triggering downgrades and slashed price targets for ASX lithium stocks.
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Argosy Minerals Ltd</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 lead indicator for Dion Hershan&#39;s best trades (and two high quality stocks for the &quot;slow grind&quot; <span class="whitespace-nowrap">ahead)<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 secret to constructing portfolios with a strong stomach is to be &quot;brutally self-aware&quot;, says Yarra Capital Management&#39;s Dion Hershan.
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              The Lucky Country
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  Growing international institutional investment appetite for Australian commercial real estate.
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        Centuria Capital Limited
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              Charts of the Year: 2023’s most popular visualisations, Part 1
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  For our final edition of 2023, we look back at ten charts that generated some of the most engagement with the Macrobond community. 
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              Tight supply fuels copper’s strong finish to ’23 and points to more gains ahead
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  As the red metal knocks on the door of US$4/lb, smaller copper stocks such as FireFly and Rex look set to enjoy highly valuation metrics.
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          <time datetime="2023-12-21T06:30:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 21, 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>Why short-term investors are missing out on this exciting long-term <span class="whitespace-nowrap">theme<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">
  In this episode of The Pitch, TMS Capital&#39;s Ben Clark discusses what private market investors do differently, and what to learn from them.
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">APA Group</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>Ouch! 12 painful calls from <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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  Just like us punters, the professionals sometimes pick a poor performing stock or make the wrong macro call. 
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              Broker says Sigma “valuation stretched” post Chemist Warehouse takeover
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  Macquarie has reviewed the Sigma-CWG merger against the recent jump in Sigma Healthcare shares, forming a dim view of the stock&#39;s valuation.
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              Traders vs titans – the $2.8 billion lithium bet
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  It’s a good old-fashioned showdown in the lithium sector currently, with mining magnates in one corner and traders in the other
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              Small caps: A smashing 2024 coming
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  We&#39;re just getting started here...
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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>Pipelines to prosperity: the dependability of infrastructure <span class="whitespace-nowrap">investment<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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  In this episode of Magellan In The Know, we revisit highlights of two of the most impressive and important of our infrastructure investments: American Water Works, the...
</div>

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              The investment theme that’s out of this world
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          <time datetime="2023-12-20T12:10:27+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 20, 2023 12:10</time>
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          <div class="sm:flex-grow">
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              The pendulum of opportunity: 4 small caps poised to deliver in 2024 and beyond
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  We introduce &#39;The Pendulum of Investor Psychology&#39; and detail four Australian small caps with much to look forward to in 2024.
</div>

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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The race that stops a nation and 9 other surprises for 2024
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  As 2023 draws to a close we contemplate the year ahead from a left-field perspective.
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
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        Sintra Capital
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              Headwinds that have faced listed real estate for the past two years
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this article we discuss the headwinds that have faced listed real estate for the past two years. 
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        Castle Point Funds
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              Citi on Woodside – Santos merger, one’s a buy and one’s a sell
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  We look at what&#39;s behind the potential pairs trade of the two energy majors as news of their &quot;preliminary discussions&quot; builds momentum
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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%] ">
              ASX 200 storms to cusp of key technical level it&#39;s crashed from four times before
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  All the big moves from today&#39;s trade on the Australian stock market and more...
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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%] ">
              Why we believe now is the time to consider investing in lithium
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Lithium stocks have been hit hard in 2023 but that has improved the investment fundamentals of the lithium market.
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        Pella Funds Management
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          <time datetime="2023-12-19T16:16:08+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 19, 2023 16:16</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%] ">
              Where credit investors should be positioned ahead of the next 12 months
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  While it’s unclear how the macro environment will play out in 2024, the one thing is certain. Fixed income has its defensiveness back.
</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>How &#39;The Speculator&#39;s Diary&#39; got Ben Griffiths hooked on small <span class="whitespace-nowrap">caps<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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  From the 1987 crash through to the GFC and beyond, Ben Griffiths looks back on events that shaped the firm and considers what lies ahead.
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