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          <time datetime="2026-11-04T08:42:44+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 04, 2026 08:42</time>
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              Emerging companies are delivering the growth. Investors still won’t pay for it
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  The ASX is worth about 20% more than three years ago but has 200 fewer companies. NAOS’s Sebastian Evans explains why it&#39;s shrinking.
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          <time datetime="2026-11-04T08:15:21+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 04, 2026 08:15</time>
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              Charging ahead: A Contrarian Look at Lithium
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  Why lithium miners such as PLS, Liontown, and Vulcan Energy presently fit our contrarian investment approach.
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              The RBA has an identity problem. Excess demand? Who is to blame?
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  The RBA&#39;s case for keeping policy tight and threatening further interest rate tightening rests on one main conclusion: the economy is still running with excess demand....
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        Yarra Capital Management
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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>Finding scarce assets in a world of abundant <span class="whitespace-nowrap">money<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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  As the AI shakeout exposes weak business models, Josh Cummings of Janus Henderson is turning tactically bullish.
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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>Is this the stock market correction we need to <span class="whitespace-nowrap">have?<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">
  Longview Economics CEO Chris Watling on the view from Europe, AI, oil and the places still offering value.
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              RBA hikes interest rate to 4.85%, but a split vote hints the end may be near
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  A fifth rate hike for 2026 lands on Cup Day, but a third of the Board wasn&#39;t convinced it was needed.
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        Livewire Markets
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              Companies belong to one of 6 styles. Which style is working now?
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          <time datetime="2026-11-03T14:38:08+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 03, 2026 14:38</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>RBA raised the cash rate by 0.25% to 4.85%, money left Big Tech in <span class="whitespace-nowrap">October<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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  Rates are now the highest since 2008. Money left Big Tech in October, but in Australia it went to big defensives, not small caps.
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              The investment winners of Australia&#39;s big power bills
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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 growing power shortage is an opportunity for many industries.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              A second chance to go for gold
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Gold’s pullback may offer a fresh entry point, with central-bank demand and gold miners’ cash flows supporting the longer-term case.    
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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%] ">
              Using inflation to reduce US debt - Trump’s ‘soft default’ option
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I take a closer look at history to assess whether using inflation to bring about a &#39;soft default&#39; is a viable policy option for the USA.
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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: 5 ASX ‘stayers’ to go the <span class="whitespace-nowrap">distance<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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  Wesfarmers, REA, TechnologyOne, BHP and Pinnacle have credentials for the long haul. Two fund managers weigh up their prospects and prices.
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              How can Fiona get her $1.2 million business premises into an SMSF after divorce?
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  Sometimes the smart move is not using a concession. SMSF specialist Liam Shorte on how Fiona could move her business premises into super.
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              If 24 LICs ran the Melbourne Cup, which would be our favourites?
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  A decade on, and we just can’t stop. Welcome to the tenth running of the Affluence LIC Melbourne Cup! 
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              41c in every dollar: Why J.P.Morgan&#39;s Alex Treves is excited on Asia - and what investors are getting wrong
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  Plenty of headwinds and strong demand from investors means Asia and APAC is in a great position. 
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        Livewire Markets
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          <div class="sm:flex-grow">
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              The property market perfect storm: Why a 15% fall is now looking likely
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Prices are down 6.7% since March, the fastest fall on record since 1980, and there’s more to come.
</div>

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        AMP
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          <time datetime="2026-11-02T08:00:14+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 02, 2026 08:00</time>
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              A beautiful mind, an ugly trade and a trillion-dollar mistake
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  Technological prowess does not automatically guarantee shareholder success
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        Plato Investment Management
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              Media worth consuming – October 2026
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  Interesting and under the radar media on finance, economics, politics and society.
</div>

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        Narrow Road Capital
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          <time datetime="2026-10-31T07:50:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 31, 2026 07:50</time>
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              The worry list for shares remains high as inflation and rate risks persist; midterms loom
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A strong Democrat victory in the midterms will likely shift market focus towards worrying about tax hikes, adding to a list of worries.
</div>

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        AMP
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