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          <time datetime="2025-06-19T06:19:09+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 19, 2025 06:19</time>
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              Government bonds are cheap and turning up
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  Something very interesting is going on in an otherwise boring part of the market...
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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>Income investing in the world&#39;s best <span class="whitespace-nowrap">companies<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">
  Portfolio manager Kera Van Valen says she targets companies with growing free cashflow to return to investors as dividends.
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          <time datetime="2025-06-18T16:32:42+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 18, 2025 16:32</time>
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              Five small cap takeover candidates
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  The ASX could be primed for more M&amp;A activity - here are the small cap stocks in the crosshairs
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      +8
</a></div>

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  <div>
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    <div data-controller="tooltip">
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</a>  <div class="hidden" data-tooltip-target="content">
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1541" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-pep">
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</a></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%] ">
              Can you build a portfolio that stands the test of time?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Is it possible to build a portfolio of ETFs that you can buy and manage for the long haul? In this article, we look to find out.
</div>

          </div>
</a>      </div>
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        Betashares
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              What you need to know about the new tax on higher superannuation balances
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The exact changes from Division 296 and what it means for taxing capital gains.
</div>

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        Livewire Markets
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              Thinking about bonds...and the local school play
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  What’s happening in the bond market? We have some thoughts.
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              Why the US remains exceptional and three opportunities investors shouldn&#39;t ignore
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  Global X’s Scott Helfstein makes the case for US exceptionalism, and identifies the key investment themes to watch in the age of automation
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              ASX uranium stocks big winners as Sprott buying spree sparks massive rally
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Sprott announced it will purchase up to US$200m in physical uranium, a move that could help reignite bullish sentiment across the sector.
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              Lithium legend Ken Brinsden on Pilbara Minerals, Patriot and why prices can rebound
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  The man who built Pilbara Minerals is running a new ASX lithium hopeful and says soaring demand will help lithium prices recover. 
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              Here we go again! - the threat from the Israel/Iran war
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  If oil hits US$150, expect blood on Wall Street, pain at the pumps and fireworks from Washington.
</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%] ">
              Can nuclear energy&#39;s second wind fuel a uranium revival?
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  The AI explosion could offer unexpected upside for uranium and the nuclear industry.
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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%] ">
              Four lessons from a ‘best-ever’ month and a key holding we think has big upside
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In our latest monthly update, we share the key lessons from a strong month for Ophir funds and highlight one ASX name we like right now. 
</div>

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        Ophir Asset Management
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              The evolution of valuations in private credit: Australia’s path to best practice
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Valuations are the foundation of trust in private credit. As the market matures, Australia must learn from global best practice.
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              Bell Potter: 2 surprising defensive picks – and 2 to avoid
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  With Telstra’s fiery rally leaving it fully priced, where should investors turn for protection? Bell Potter names two interesting stocks.
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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>Investing in earnings leadership (and 2 ASX <span class="whitespace-nowrap">examples)<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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  Alphinity&#39;s Stuart Welch highlights the importance of earnings momentum and shares how his team hunts for companies displaying it. 
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Santos takeover faces major hurdles, switch to Woodside Energy says broker
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We review ADNOC’s Santos takeover, market and broker response, the likelihood of a rival bid, and the major hurdles it faces to be approved.
</div>

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              Is now the time to sell gold?
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  The gold price has doubled in AUD the past 30 months -- not bad for a defensive asset. Now is an opportune moment to take some profit. 
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              How retailers like Amazon and Coles could use stablecoins to cut prices and transform payments
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  Retailers could offer consumers who use their stablecoins a discount at checkout thanks to savings on interchange and surcharge fees. 
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              Five reasons we’re backing Qualitas
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  Why this misunderstood private credit firm is one of our high conviction small cap holdings.
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
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  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="QAL" data-controller="event" data-event-name-value="link_click" data-event-id-value="62903" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-qal">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">QAL</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="3044" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-qal">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Qualitas Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:QAL</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-3044">
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

</div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="AFG" data-controller="event" data-event-name-value="link_click" data-event-id-value="62903" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-afg">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">AFG</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="240" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-afg">
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        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Australian Finance Group Ltd</div>
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        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-240">
            Followed by<span class="font-bold text-gray-700"> 339 </span>people
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          <div 
  class="follow-stock-code-240-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="240"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="PPM" data-controller="event" data-event-name-value="link_click" data-event-id-value="62903" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ppm">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">PPM</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2833" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ppm">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Pepper Money Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:PPM</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-2833">
            Followed by<span class="font-bold text-gray-700"> 35 </span>people
        </div>
          <div 
  class="follow-stock-code-2833-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="2833"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="QAL" data-controller="event" data-event-name-value="link_click" data-event-id-value="62903" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-qal">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">QAL</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="3044" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-qal">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Qualitas Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:QAL</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-3044">
            Followed by<span class="font-bold text-gray-700"> 29 </span>people
        </div>
          <div 
  class="follow-stock-code-3044-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="3044"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

</div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
          <div class="flex items-center">
    <div class="mr-2">
        <a data-controller="event" data-event-name-value="link_click" data-event-id-value="72990" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:2820,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/matthew-fist">
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  <img
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      <div>
        Firetrail Investments
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-62903" data-load-engagement-count-target="like" data-wire-id="62903" data-position="2820">
                <button
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  data-turbo-stream-url-value="/hotwired/likes/62903/wire/2820/like"
  data-controller="
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    turbo-stream 
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  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="62903" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:2820,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-62903" data-load-engagement-count-target="comment" data-wire-id="62903" data-position="2820">
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  data-controller="
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  "
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  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-62903" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="62903" data-position="2820" data-style="listing" data-device-type="desktop"></div>
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    <div class="flex flex-row-reverse">
        <time datetime="2025-06-16T11:22:30+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">June 16, 2025 11:22</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=2025-06-16+11%3A22%3A30+%2B1000&amp;last_position=2820"></a>
</template></turbo-stream>
