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          <time datetime="2026-05-08T15:00:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 08, 2026 15:00</time>
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              NextDC notes: A blurring of credit‑equity risk
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  NextDC’s recent subordinated note issuance highlights a recurring challenge for credit investors: exposure to equity‑like risk without commensurate return. While the...
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          <time datetime="2026-05-08T11:37:17+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 08, 2026 11:37</time>
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              Midterms, war and U.S. debt
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  With the prospect of a full-scale war in the Middle East increasing, with bond yields heating up, and with famed short seller Michael Burry increasing his short...
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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 liquidity crunch is brutal. It’s also creating the best opportunities in <span class="whitespace-nowrap">years<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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  Leverage is out, earnings are in. Neuberger&#39;s Gabriel Ng on what separates the winners from the rest.
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              Great Boulder joins juniors to be sprinkled with Westgold’s valuable fairy dust
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  The $5.4b wheeler and dealer gives Great Boulder a production pathway to 100,000oz a year with abundant scope for resource growth.
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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: Flesh wound or flatline? 7 ASX healthcare stocks <span class="whitespace-nowrap">dissected<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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  Julia Weng (Paradice) and Hamish FitzSimons (AllianceBernstein) diagnose ASX healthcare&#39;s brutal year and name the stocks set for recovery 
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              Debt down $130m, earnings ahead. Why this fundie is still buying this ASX small cap
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  Pricing tailwinds, AI infrastructure and a catch-up trade: where this small-cap investor sees opportunity now.
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              Red days, green returns: a 6-step framework for volatility
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  Drawdowns are part of investing; they test conviction, discipline and temperament, but they also create the conditions for future returns.
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              If you own mining and energy stocks, you need to read this
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A new framework reveals how little the underlying commodity actually drives returns in mining stocks, and why most investors get it wrong.
</div>

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        Livewire Markets
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          <div class="sm:flex-grow">
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              A dispatch from 2030: The death of online classifieds?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  What would need to be true for AI to disrupt online classifieds platforms as severely as current valuations imply?  
</div>

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      <div>
        Canopy Investors
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          <time datetime="2026-05-07T08:58:59+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 07, 2026 08:58</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>Legendary trader Paul Tudor Jones warns markets are becoming dangerously <span class="whitespace-nowrap">fragile<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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  Paul Tudor Jones, who famously predicted the &#39;87 crash, explains why he likes Bitcoin, fears leverage, and sees opportunity in Japan.
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              PME, WTC, TNE — the SaaSpocalypse decoded: what killed ASX growth stocks, and what comes next
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  AI didn&#39;t kill ASX SaaS stocks – it killed the multiples investors would pay for them. That distinction could make or break your portfolio.
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              CGT overhaul punishes the patient investors Australia needs
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australia does not need is a tax system that penalises patient saving, prudent risk-taking, and entrepreneurship.
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        Plato Investment Management
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Geoff Wilson warns tax changes could “slaughter” young investors
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australians under 40 could be hit with “double taxation”, crushing their money and home ownership dreams, while mums and dads cop the blame.
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              The ASX&#39;s 10 most-shorted stocks (including one up 45% last month)
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  April was a big month for many of the most-shorted stocks on the ASX. Here&#39;s how things stand now. 
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              Is your portfolio inflation-proof? Investments to bolster your returns
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  Stocks, ETFs and sectors investors are watching as inflation and rate pressures return.
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          <div class="sm:flex-grow">
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              Investors should adapt to a new market reality
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  Greater market complexity and unstable correlations are reshaping portfolio construction.
</div>

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        Janus Henderson
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              Separating AI winners from losers. 6 stocks that pass the test
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  AI will reshape everything. That doesn’t mean today’s leaders will win. A global fund manager reveals where value is emerging.
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              From theory to returns: How active REIT investing delivers alpha
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  Mispricing is one thing. Capturing it is another. These REIT case studies show how active positioning can turn theory into returns.
</div>

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              Prognosis negative - what the hell is wrong with Aussie healthcare?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A near 40% drawdown has forced investors to reassess the healthcare sector. Is this a reset, or are deeper cracks starting to emerge?
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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 louder the narrative, the stronger the case for systematic <span class="whitespace-nowrap">investing<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 a world of hype and headlines, systematic investing keeps investors grounded in what the data is really saying.
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        Livewire Markets
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