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          <time datetime="2024-08-15T13:54:56+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 15, 2024 13:54</time>
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              The Fed and the RBA part company on policy
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  Improving inflation is consistent with the Fed cutting rates next month, while a hawkish-sounding RBA plans to keep rates on hold.  
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        Coolabah Capital
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/reporting-season">Reporting Season</a>

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          <time datetime="2024-08-15T13:39:40+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 15, 2024 13:39</time>
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              Why Telstra is undervalued and set for solid growth
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  Telstra shares have hit a six-month high on the back of a solid FY24 result and narrowed FY25 guidance.
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          <div class="sm:flex-grow">
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              The 6 most interesting charts from the Commonwealth Bank result
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  For macro-minded investors, the CBA earnings chart pack always provides some interesting insights.
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        Livewire Markets
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              Bumps in the road
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Volatility has reappeared in markets after a period of calm.
</div>

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        Drummond Capital Partners
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              Is high-yield debt the path to stability and income?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The private debt market is growing with investors noticing the relatively high returns &amp; lower volatility when compared to other assets.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Economists and forecasting: Why do we have different opinions?
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  Despite looking at virtually the same sets of figures, economists often have different opinions about the outlook. 
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              Are you investing in the top-performing super funds in Australia?
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  Many Australians are ambivalent about their super - but as one of your biggest investments outside of property, you should be watching it.
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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>Siding success story: The Parramatta Eels 2025 sponsor taking on the <span class="whitespace-nowrap">world<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 latest Firetrail Equity Edge Podcast has just landed. 
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              Tech stocks and business model brilliance
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  Working within the Platinum investment process means seeking to own a share of a company when it has attractive growth potential and when it&#39;s priced at a discount to...
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              Why understanding this little-known theory can help you make better investing decisions
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  Investors have become afraid of losing money. These are thorns. But you should look for the &#39;roses&#39; because loss aversion can be overcome.
</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 inside scoop on Commercial Real <span class="whitespace-nowrap">Estate<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">
  Rising interest rates, construction costs, labour costs and hybrid working. It’s been a challenging environment for real estate over the last few years. Yet...
</div>

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              If a timeline is long, it’s wrong
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  We see clear risks going forward and believe it is prudent to price them into valuations.  
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              Will the iron ore price crack $100 and trigger more pain for BHP, RIO, MinRes, and Fortescue?
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  Iron ore peaked at US$140/t in January but is now closing in on the psychological US$100/t support level. We investigate how low might go.
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  How could you justify buying a bank that&#39;s almost twice as expensive as its peers, with a market cap that&#39;s three times its balance sheet.
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          <time datetime="2024-08-14T13:15:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 14, 2024 13:15</time>
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              Feeder funds vs. direct investments in Australian commercial real estate private credit
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  Australia’s commercial real estate market is a powerhouse, attracting investors seeking attractive returns and long-term growth.
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        Zagga Investments
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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 you can&#39;t wait for rate cuts to start investing in REITs
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  After a slew of favourable economic data points, global central banks appear to be at the beginning of an interest rate easing cycle.
</div>

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      <div>
        Quay Global Investors
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          <time datetime="2024-08-14T12:19:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 14, 2024 12:19</time>
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              The global equities funds that have consistently outperformed over the long term
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  These funds are the most-consistent at beating their benchmarks over the last five and 10 years in Australia.  
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/asset-allocation">Asset Allocation</a>

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              Fundies are selling stocks in droves. Here&#39;s where they are allocating instead
            </h2>
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  The markets may be shaken, but they&#39;re not stirred (yet), says Michael Hartnett of Bank of America.
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          <time datetime="2024-08-14T10:00:28+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 14, 2024 10:00</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%] ">
              9 ASX stocks currently have P/Es over 100. Are they &quot;expensive&quot;?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We take a look at how the members of the Centurion Club (stocks with 1-yr forward P/Es over 100) have performed over the past 12 months.
</div>

          </div>
</a>      </div>
        <div class="pt-4 pb-4 sm:hidden">
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  <a aria-label="360" data-controller="event" data-event-name-value="link_click" data-event-id-value="60484" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-360">
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">LIFE360 Inc</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:360</div>
        </div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 939 </span>people
        </div>
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  class="follow-stock-code-2231-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Brickworks Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BKW</div>
        </div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 260 </span>people
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  class="follow-stock-code-376-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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  <a aria-label="CNU" data-controller="event" data-event-name-value="link_click" data-event-id-value="60484" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cnu">
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  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="483" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-cnu">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Chorus Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CNU</div>
        </div>
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-483">
            Followed by<span class="font-bold text-gray-700"> 41 </span>people
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  class="follow-stock-code-483-stock-code-tooltip-hovercard"
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">LIFE360 Inc</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:360</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 939 </span>people
        </div>
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  class="follow-stock-code-2231-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Brickworks Ltd</div>
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            Followed by<span class="font-bold text-gray-700"> 260 </span>people
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  class="follow-stock-code-376-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Chorus Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CNU</div>
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            Followed by<span class="font-bold text-gray-700"> 41 </span>people
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  data-load-engagement-count-target="follow"
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Guzman Y GOMEZ Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:GYG</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Liontown Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:LTR</div>
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      +5
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        Livewire Markets
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