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          <time datetime="2024-07-26T08:45:30+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 26, 2024 08:45</time>
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              ASX 200 to rise, Nasdaq slips on extended tech weakness, Small caps outperform
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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="2024-07-26T08:45:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 26, 2024 08:45</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 trade lines are about to be redrawn: which companies will be winners and <span class="whitespace-nowrap">losers?<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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  The geopolitical tectonic plates are curling and cracking in 2024. There are shooting wars in Ukraine and Gaza.   Meanwhile, there are elections almost everywhere. And...
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              Bumper gold price finally starts to flush out near-term producers
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  There are few choices for investors in this space, but Rox’s strong PFS shows this may be changing; And look at the real uranium price.
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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>Buy Hold Sell: 2 high-conviction fundies analyse each other&#39;s top <span class="whitespace-nowrap">picks<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, Loftus Peak&#39;s Alex Pollak and Magellan&#39;s Alan Pullen analyse each others highest-conviction ideas. 
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              Are Pilbara Minerals shares a buy? Brokers weigh in on June quarter results
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  Pilbara Minerals’ June quarter production report has dropped, and the big brokers have made several changes to their recommendations.
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              Still on Track
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  Key Points:   Markets have risen very strongly in the first half of this year; with tech companies being a key contributor. Though risks remain, we think the most...
</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>Gold vs Bitcoin: Which is the better <span class="whitespace-nowrap">investment?<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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  Or perhaps, is it worth considering both for today&#39;s modern portfolios? Find out in this episode of The Pitch. 
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          <time datetime="2024-07-25T14:50:32+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 25, 2024 14:50</time>
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              Why this ASX company&#39;s international expansion doesn&#39;t have to follow other&#39;s failures
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  Nick Scali is expanding into the UK - here we explore the pitfalls and possibilities of the move. 
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              ASX 200 to fall, S&amp;P 500 posts worst day since 2022 + Newmont, Fortescue quarterlies
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  Get up to date on overnight market activity and the big events for the day.
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              History is unfolding right before us and the market impacts could be profound
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  As Biden withdraws, we are seeing an historic rotation into small-cap stocks and a growing opinion-polling lead for Donald Trump—are the two things related?“What I...
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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>Unpacking titanium, healthcare, Japan, &amp; resources | James <span class="whitespace-nowrap">McDonald<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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  Murdoch sat down with James McDonald, PM at Pengana. We discuss key sectors, including healthcare, titanium, Japan, resources and more.
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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 ASIC is determined to provide a fair go for Australian <span class="whitespace-nowrap">investors<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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  Fair and functioning markets are critical - find out what ASIC is doing to promote them. 
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              Up 30% in a quarter? Why investors in transformational stocks must be prepared for lumpy returns
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  Investors in transformative businesses need to remain patient. History shows that returns will be lumpy - unevenly distributed over 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 price of uncertainty
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  Attention has shifted dramatically from Europe to the US recently with markets forced to price in a high level of political and economic uncertainty in the run up to...
</div>

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        Fidelity International
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              Why we&#39;re bullish on the ASX and staying long (and how to beat it with less volatility)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Here, we explain why we believe the Centennial Level 18 Fund&#39;s flexible, index-unaware mandate is good for long-term wealth creation. 
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        Centennial Asset Management
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              Why a shining North Star has us bullish on this ASX-listed steelmaker
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  For deeply cyclical businesses like this one, balance sheet strength is particularly necessary.
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        Airlie Funds Management
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          <time datetime="2024-07-24T13:30:07+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 24, 2024 13:30</time>
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              4 fundies share the lessons from the first stock they ever bought
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  Your first ever investment will always be memorable for right or wrong reasons, after all, it&#39;s like taking the training wheels off.
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    <div data-controller="tooltip">
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    <div
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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>
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    <div
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>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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