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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/the-rules-of-investing">The Rules of Investing</a>

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          <time datetime="2025-08-18T15:00:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2025 15:00</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>Lessons from the ‘dark side’ of <span class="whitespace-nowrap">credit<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 GFC-era rescues to $12b in assets, Frank Danieli shares how MA Financial turns hard-won lessons into disciplined credit investing.
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              Pro Medicus: awesome or overvalued? The brokers are still divided
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  Almost everyone agrees it&#39;s one of Australia&#39;s standout stocks, and with good reason, but the experts can&#39;t agree on its true value.  
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              The ASX retail stock executing on its turnaround plan and primed for a consumer rebound
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  Baby Bunting (ASX: BBN) is a highly recognised Australian retail brand, with many parents having made the pilgrimage to a Baby Bunting store to purchase their first...
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</a>    <div class="px-4 mt-0.5">
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">HMC Capital Ltd</div>
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  <div class="flex items-center gap-2">
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          <time datetime="2025-08-18T11:03:21+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2025 11:03</time>
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              Is it too late to buy the Magnificent 7?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Stock markets house a dizzying array of companies. Right now, however, investors are hungry for one thing: Big Tech. It is easy to see why. Over the past decade, these...
</div>

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              The Howard Marks guide to overheated stock markets
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In his latest memo, the legendary Oaktree investor lays out his 6 INVESTCON readiness conditions for handling high valuations. 
</div>

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        Livewire Markets
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              The RBA trims the neutral policy rate and lowers potential output, productivity growth, &amp; the NAIRU
            </h2>
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  The RBA has marked down potential growth on slower productivity growth, while trimming the neutral policy rate and lowering the NAIRU.  
</div>

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        Coolabah Capital
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              Trending On Livewire: Weekend Edition - Saturday 16th August
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  ASX hits fresh highs in reporting season as strong results lift markets, rate cuts land and lithium rebounds.
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          <time datetime="2025-08-16T06:00:35+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 16, 2025 06:00</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>3 changes that helped my super grow <span class="whitespace-nowrap">faster<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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  If you’re in your 20s to 50s, applying these tips could make a meaningful difference to your quality of life in your golden years.
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          <time datetime="2025-08-15T16:08:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 15, 2025 16:08</time>
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              A sector’s golden era + 2 growth stocks your AI forgot to mention
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  The growth opportunity being driven by unprecedented increases in power demand from AI and other emerging technologies.  
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          <time datetime="2025-08-15T16:01:53+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 15, 2025 16:01</time>
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              FNArena reporting season monitor: August 2025 - Week 2 (52 stocks covered)
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  Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
</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%] ">
              What does financial repression mean for the equity market outlook?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  US inflation is rising, and pressure is on to cut rates. It looks like we are moving back to a world of financial repression in the US.
</div>

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              From gold to US markets and AI: What VanEck’s Asia Pac CEO says about the future of investing
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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>“Do not disappoint” – the golden rule driving this reporting <span class="whitespace-nowrap">season<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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  Henry Jennings on the guidance obsession, capital returns, and how to keep your head when results rock your portfolio.
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              Dividends are personal for Michael Price and his strategy shows it
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  When the ASX 300’s yield hits a 30-year low, Michael Price turns it into opportunity, because his own family’s retirement is on the line.
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              The ex-adviser who says Sydney’s next property boom starts in 2026
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  &quot;Sydney isn’t just expensive. It’s becoming exclusive,&quot; says former Westpac financial adviser Kiril Ruvinsky.
</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%] ">
              Whopping US taxes on Chinese graphite imports put Syrah right back in the game
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  Plus, Kingsland super-sizes its big graphite offering with gallium and titanium; Centaurus’ green and cost credentials support $23m raising.
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  With yields back in a big way, the Allspring Global Income Fund takes an active, sector-specialist approach to global fixed income.
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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 takeover deal bagging shareholders a 64% <span class="whitespace-nowrap">premium<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">
  M&amp;A activity in the global small cap sector is heating up, making it a great time to consider an allocation to the asset class
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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>Inside QBE’s billion dollar profit, dividend and return on equity at decade <span class="whitespace-nowrap">highs<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">
  QBE’s CFO on growth, margins, catastrophe risk, and why the insurer is backing business investment over buybacks.
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