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          <time datetime="2026-09-18T06:00:30+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 18, 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>Buy Hold Sell: 6 ASX small caps thriving in a macro <span class="whitespace-nowrap">storm<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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  Nick Sladen (LSN) and Matthew Nicholas (1851) on the small caps that can weather sticky inflation, rising yields and a sluggish economy.
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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%] ">
              Firmus &amp; the AI industry - Did Ron Burgundy say it best?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  AI factories, token demand and circular financing: we revisit Firmus less than a year on and ask whether the returns actually stack up.
</div>

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          <time datetime="2026-09-17T12:27:48+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 17, 2026 12:27</time>
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              Put it on the tab
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Leverage is real, and the speed of its recent rise warrants some vigilance.
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      <div>
        Montgomery Investment Management
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          <time datetime="2026-09-17T11:41:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 17, 2026 11:41</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>The Australian property opportunity targeting double-digit <span class="whitespace-nowrap">returns<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">
  A supply and demand imbalance is the driving force behind an property sector that&#39;s bucking the trend. 
</div>

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        Livewire Markets
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              TMT: it’s dynamite
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  The biggest two-month blow-up in technology momentum in history, and who was left holding the fuse. 
</div>

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        Ophir Asset Management
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              5 highs and lows hurting ASX investors right now - and what you can do about it
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  Records are falling across markets on an almost daily basis. The problem for investors is they&#39;re almost all negative.
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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>After a tough year, QVG believes small-cap returns could look very different from <span class="whitespace-nowrap">here<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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  After a brutal 12 months, QVG says earnings remain strong while valuations have fallen sharply. Here’s where it sees opportunity.
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              BoE likely on hold in another split decision
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The BoE should keep rates steady, but some policymakers will likely vote again to raise rates given high inflation and inflation risks.  
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        Coolabah Capital
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              When momentum becomes the market
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Markets are concentrated. So are many portfolios - just not in ways investors can easily see.
</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>Cathie Wood on the AI panic, the IPO wave, and what a cure is <span class="whitespace-nowrap">worth<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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  ARK Invest founder Cathie Wood on why AI panic is misplaced, AI giants are heading public, and what a cure is really worth.
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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>WHOOP Founder Will Ahmed on the future of <span class="whitespace-nowrap">healthcare<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 headlines tell you what happened. Our new podcast, Inside Blackstone, helps you see what may be coming next.
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              The end of software is nonsense
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  AI may not kill enterprise software. It could make systems of record more valuable as interfaces become personalised and agentic.
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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>Paul Xiradis: Bullish resources, cautious on the consumer and hunting for <span class="whitespace-nowrap">turnarounds<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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  A sluggish domestic economy is weighing on the ASX. Resources, turnarounds and offshore growth stories are on this market veteran&#39;s radar.
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              “Easy asset gains are over” – expect a tougher year for the Australian economy
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  AMP economist My Bui explains whether the RBA will hike next week and what a tougher economy could mean for investors.
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              Why is everyone telling you to buy copper?
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  Everyone wants copper exposure. Fewer have looked at why the supply side can&#39;t be fixed with money or time.
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              Fresh off a 38% FY26 return, this fundie is backing the house behind the lottery
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  L1 Capital&#39;s James Hawkins on why a once-in-45-year jackpotting slump created a buying opportunity in Australia&#39;s lottery operator.
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              Lithium price crashes again – but this investment bank says &#39;Keep calm and carry on&#39; buying ASX lithium stocks
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  The lithium price is tumbling again, dragging ASX lithium stocks with it, but a major investment bank thinks sellers have misread the signs.
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        Livewire Markets
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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%] ">
              Is the data arms race over?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In the data arms race of investing, judgement has never been so important.
</div>

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      <div>
        Blackwattle Investment Partners
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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>What $1.1 trillion in SMSF assets reveals about investor <span class="whitespace-nowrap">behaviour<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">
  Australia’s SMSFs hold roughly $1.1 trillion in assets. What can investors learn from where this money is going?
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