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          <time datetime="2026-07-13T06:51:38+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2026 06:51</time>
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              BHP’s greatly overvalued because copper’s been hugely overhyped
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It’s an excellent company whose future is bright. Unfortunately, bulls are massively exaggerating – and thus considerably overvaluing – it. 
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        Leithner &amp; Company Ltd
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              What if the best companies disappear, or never list?
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  Don&#39;t be fooled by SpaceX&#39;s megalisting - public markets are shrinking and early growth lives off-exchange.
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        Livewire Markets
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              Don&#39;t stop &#39;til you get enough....jobs
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  Why manufacturing could be the key to unlocking India&#39;s demographic dividend
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              Are you Growth Grace, Dividend Dave or ETF Emma? Find out how Labor&#39;s new tax rules reshape your returns
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We modelled six investor personalities, comparing the current CGT rules with Labor&#39;s new regime to reveal the biggest winners and losers.
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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%] ">
              The tech boom is boosting US inflation
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Tech prices having swung from consistently falling over recent decades to posting large gains, although non-tech inflation is also high. 
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The stock market isn’t a casino, but investors must know how to stack the odds in their favour
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Investing shouldn’t feel like gambling, but there are several key statistical tools that can help you beat the odds. 
</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>Christopher Joye&#39;s 4-step recipe for fixing a broken <span class="whitespace-nowrap">Australia<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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  Coolabah&#39;s Christopher Joye says Australia is becoming one of the world&#39;s least attractive places to invest. Here&#39;s how he&#39;d turn it around.
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              Why this “beaten up” stock is on Claudia Kwan’s watchlist
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  The fund manager is looking for value in unlikely places to match the strong success of backing the electrification names early.
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              Gold ETF flows remain resilient despite June reversal
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The first half of 2026 saw managed money net longs remain stable as retail positioning tracked short-term price movements 
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        World Gold Council 
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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%] ">
              The symbiosis between private equity and shareholder activism in Japan
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  PE funds in Japan have too much capital and not enough deal flow. Activists often drive companies into PE funds&#39; arms. 
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        Senjin Capital
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              MI6 investigation finds no real reason for fall in gold explorer’s share price
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  Plus, Powerhaus IPO taps into unfolding uranium bull market and Philippines-focussed Tetragon Energy makes strong ASX debut.
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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>&quot;It&#39;s not investing, it&#39;s a game&quot;: Anton Tagliaferro on what&#39;s wrong in today&#39;s <span class="whitespace-nowrap">market<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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  The veteran fund manager believes today&#39;s biggest market risk isn&#39;t AI - it&#39;s investors ignoring what companies are worth.
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          <time datetime="2026-07-09T11:46:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 09, 2026 11:46</time>
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              Japanese stocks&#39; incredible hidden real estate assets
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  TOPIX companies own ~$600bn of investment properties, on the books at only $320bn. And this is only part of the story.
</div>

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        Senjin Capital
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              Emerging markets increasingly have a concentration problem
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  A passive investor buying the MSCI Emerging Markets Index today is not buying a diversified collection of businesses, spread across the developing world’s most...
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        Orbis
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              Was life really better in the good old days?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Current economic conditions are tough, but how do they stack up to those experienced by previous generations?
</div>

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              Investors are focused on the shock. The money is in the consequences
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Fulcrum&#39;s Fawaz Chaudhry explains why AI, energy and policy are colliding to create new winners and losers.
</div>

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              Global equities see strong start to 2026
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  In the first half of 2026, our Global Equity Strategy returned 19.9%, outperforming the MSCI All Country World Index by 7.8% net of fees on an asset-weighted basis....
</div>

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        Orbis
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          <time datetime="2026-07-09T09:40:08+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 09, 2026 09:40</time>
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          <div class="sm:flex-grow">
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              Fair weather outlook for US and UK
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  A helpful macro picture and positive sentiment spell good news elsewhere in the Anglosphere.
</div>

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        BNP Paribas Asset Management
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              It&#39;s down 17% in a week, but could this awful investing strategy actually work?
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  It&#39;s a cardinal rule of investing that simply chasing the latest craze isn&#39;t a productive strategy... but what if it could be? 
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              Quality grower in choppy times: Heineken
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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 market dominated by headlines around AI, quality growers delivering consistently strong earnings such Heineken have been overlooked.
</div>

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        Profeta Investments
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