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              Five market shocks are colliding. Here&#39;s how to invest through it
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Broken correlations are creating opportunities. Here are the themes, trades and risks Fulcrum is focused on now.
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              Why “value” ETFs underperform – and most ETFs are poison
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  I’ve previously shown why value stocks excel; I now show why value ETFs don’t – and also why factor, sector and thematic ETFs are toxic.
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        Leithner &amp; Company Ltd
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              One lesson from 20 years of investing
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  &#39;Extraordinary&#39; returns are achievable, but not how you may think.
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        Katana Asset Management
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              Navigating the AI singularity: a contrarian approach to a reconfigured world
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As AI reconfigures the global economy, Contrarius sees shares through the lens of three distinct buckets: AI-Winners, Proof, and Threatened.
</div>

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      <div>
        Contrarius Australia
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          <time datetime="2026-06-05T13:54:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 05, 2026 13:54</time>
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          <div class="sm:flex-grow">
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              2026/27 Budget: Playbook for a hard landing?
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  Australia’s economy is already operating on a knife’s edge. With sweeping proposed changes to property taxation and capital gains, the question is no longer IF...
</div>

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        Yarra Capital Management
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              Could $350 billion of fresh stock from Alphabet, Anthropic and SpaceX crash the AI bull market?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Four companies are raising over US$350 billion as Goldman tips $1.175 trillion of US equity supply in 2026. Can the AI rally absorb it? 
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          <time datetime="2026-06-05T11:30:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 05, 2026 11:30</time>
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              The market is wrong on rates says Milne, so here&#39;s what she&#39;s buying
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The outlook for banks is getting tougher but real estate could get stronger as rate hikes hit a pause.
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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%] ">
              Data may finally be breaking: RBA to pivot
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The March quarter National Accounts might seem dated, having missed much of the drama associated with the oil price shock, RBA rate hike in May and of course the May...
</div>

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              Cygnus’ robust takeover premium shows valuation disconnect in ASX copper space
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  Plus, Chalice prepares to drill strong copper-rare earths target and PhosCo keeps growing its world-scale fertiliser project.
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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>Still hiding in cash after 2022? You may be missing <span class="whitespace-nowrap">out<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">
  Why Neuberger&#39;s Adam Grotzinger believes investors are fighting the last war while potentially missing out on today&#39;s opportunities.
</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>Buy Hold Sell: 8 consistent ASX dividend stocks (and 2 big <span class="whitespace-nowrap">buys)<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">
  In a special Income Series episode, Peter Gardner and Michael O&#39;Neill tackle 8 popular income stocks and pitch one of their own. 
</div>

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      +7
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              AI, capital cycles and value investing
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Heavy investment, uncertain adoption, and wide outcome dispersion define today’s AI landscape. 
</div>

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        Pzena 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%] ">
              How to profit from trickle down AI-nomics
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The biggest players in the AI game have rocketed to the top of market cap lists, but there is value right through the supply chain.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Collins St nailed gold and oil. So which commodity is next?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The process that identified uranium, gold and oil is now pointing to another overlooked market with rising demand.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              SpaceX IPO: overvalued? overhyped? Or a must-own when the entire SYSTEM may be buying it?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Does it matter what the &quot;right&quot; price is, if the entire index system is structurally forced to buy it on day 15 regardless? Lets have a look
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          <time datetime="2026-06-04T06:00:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 04, 2026 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 ETFs designed to keep the income <span class="whitespace-nowrap">flowing<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">
  Traditional dividends may no longer be enough. Global X&#39;s Marc Jocum outlines a more diversified approach to income investing.
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        Livewire Markets
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              The stock that got away: The ASX play Jun Bei Liu was happy to watch from the sidelines
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  Ten Cap&#39;s Jun Bei Liu on the stock she sold early and why it was the right call even if it left money on the table.
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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 companies controlling their own destiny, on sale at unusually attractive <span class="whitespace-nowrap">prices<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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  These companies are not relying on interest rates, commodities or economic cycles to drive growth. That&#39;s exactly the point.
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              Markets are wise, but not always
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  The stock market is the largest crowd there is, but like any crowd it is wise only under certain conditions.
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              Understanding the global semiconductor boom
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  Every time someone uses ChatGPT, streams Netflix, uploads to the cloud or drives an electric vehicle, semiconductors are working behind the scenes. These tiny chips...
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