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              Central banks constantly say they are &quot;data dependent&quot;. Here&#39;s why you should ignore them
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Fed is going to cut rates, but slowing growth means it may not be the time to be chasing equity returns.
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        Ascalon Capital
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              Gold: a refuge from empty promises to pay
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Callum Newman of Fat Tail Investment Research draws on financial history to make the case for gold shares 
</div>

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        Fat Tail Investment Research
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              Half-year performance: A comparative analysis of Australia&#39;s big four banks
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  It has been a while since we reported on the major banks, which have now all provided half-year updates to their operating performance. 
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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>Outlook for Aussie &amp; global growth small caps: Andrew <span class="whitespace-nowrap">Mitchell<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 today’s ROCast Murdoch sits down with Andrew Mitchell Co-Founder at Ophir Asset Management to discuss outlook, TMDX, Life360 &amp; more.
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              ASX 200 to edge lower, Dow posts best week of 2024, gold eyes best performance in five weeks
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              Be greedy when others are fearful: Why now is the time to invest in healthcare
            </h2>
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  With the healthcare sector in a deep and prolonged downturn, valuations of public and private R&amp;D stage companies are very attractive.
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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 this stock picker only recently bought NVIDIA (and why he&#39;s never owned <span class="whitespace-nowrap">Tesla)<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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  In this episode of The Pitch, concentration is the game and working out the winners among the leaders is the challenge.
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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 secret sauce of good growth stocks (and 2 that tick all the <span class="whitespace-nowrap">boxes)<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">
  In this episode, OC Funds Management&#39;s Aaron Yeoh and Datt Capital&#39;s Emanuel Datt share their tips and tricks for identifying growth stocks.
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              Silver on the ASX – everything you need to know (and our #1 micro-cap pick)
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  Missed lithium?  Silver is the forgotten energy transition metal thanks to its use in solar panels.
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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>Chris Stott’s 5 high conviction stocks for the new bull <span class="whitespace-nowrap">market<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">
  Small caps have entered a new bull market and Chris Stott believes things are just getting started.
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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>Where Chris Stott is investing in the new bull <span class="whitespace-nowrap">market<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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  As small caps surge again after one of their worst periods since the GFC, the 1851 Capital CIO explains how he’s positioned now
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              ASX 200 closes out solid recovery week with another gain as energy, uranium, and gold stocks star
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  Resources stocks were in focus today as gains in oil, natural gas, gold, and silver stoked big gains in each of those areas of the market.
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              BOE leaves rates steady at 5.25%, British Construction PMI rises to 53.0
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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 things investors should watch for in next week&#39;s Federal <span class="whitespace-nowrap">Budget<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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  This month&#39;s Signal or Noise Rapid Fire previews one of the most important Federal budgets in recent memory. 
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              How to build an all-weather portfolio
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The All Weather Portfolio was developed by Ray Dalio. J.P. Morgan Asset Management&#39;s Helge Skibeli has taken the idea and run with it. 
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              Geoff Wilson dubs sophisticated investor changes &quot;illogical&quot;
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  Wilson is fighting for the changes to the &quot;sophisticated investor&quot; test to be trashed, and is calling for a different type of test entirely.
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              Riding the wave: Global markets eye growth as inflation eases, bonds offer resilience
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Inflation is coming down, but the phrase “the final mile of disinflation is hard” is a well uttered one.
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        BNP Paribas Asset Management
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              Has Copper&#39;s time come again?
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  In the 1967 coming-of-age classic, The Graduate, the young protagonist played by Dustin Hoffman is given some advice by a friend of his parents: ‘I want to say one...
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        Fidelity International
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              Star Gazing
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  The probability we need to prepare for a different future seems too high to ignore.  
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        Schroders
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          <time datetime="2024-05-10T09:10:59+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 10, 2024 09:10</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%] ">
              The bands are reuniting but what&#39;s the formula for success?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Hiring proven performers to run an ASX listed company is a no brainer but it doesn&#39;t guarantee success.
</div>

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        Eley Griffiths Group
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