australian equities

It’s no mystery why the discussion of public versus private assets has the potential to become such a heated debate: this is an incredibly deep topic, full of nuance...

Big Tech on Wall Street has fallen off its pedestal in October with share price weakness following the release of Q3 financials.For some, like Meta (formerly known as...

As most readers of Livewire would be aware, the coal sector has been a huge outperformer on the ASX in the last 12-18 months. Whilst the stock prices of virtually all...

We could all use a good news story right now. For every headline around strong corporate earnings and consumer resilience, there are others around the relentless...

In this video Gary Rollo joined Symbio’s (ASX:SYM) CEO and Co-Founder Rene Sugo to introduce the business and share how the businesses’ telecom software works. Rene...

In a period of significant selloffs across risk assets, many investors take comfort that Aussie equities have held up better than nearly any other developed market...

Arguably the time is ripe to be hunting for undervalued stocks. Markets are choppy. Interest rates are rising. Inflation is high. Investors are nervy. Striking gold...

As you’ve no doubt noticed, the world’s market commentators, brokers, and analysts have turned decidedly bearish. And they have good reason to be pessimistic. But this...

In his 8-minute speech at the recent Jackson Hole symposium, US Federal Reserve Chair, Jerome Powell, fundamentally shifted the market outlook. Powell strongly...

This time last year, NSW and Victoria were in lockdown. Many retailers were forced to close their doors for months. Australia’s largest furniture retailer had 55% of...

In a world where costs are rising and margins are tightening, at least one ASX company's thriving. And while markets and companies may go through fashions, the...

There’s a lot of talk of recessions at the moment – and that’s saying something, given Australia is not in a recession (at least at this stage). In fact, it isn’t even...

Australia holds lots of swimming world records, but not so many corporate ones. If, however, you rely on our research and googling capabilities, Westpac (ASX: WBC)...

To borrow a famous quote from Winston Churchill and make it my own: "You can depend upon the share market to do the right thing. But only after it has exhausted every...

We have discussed for some time now the 40-year deflationary rate cycle that began in 1981 after the US 10yr bond yield peaked at almost 16% and troughed in the depths...

As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%. However, short positions...

Well, we made it. What a 12 months it's been on financial markets. It started with global markets closing (ad nauseum, it seemed) at record highs. It ends with fears...

A few weeks ago, I spoke to Bennelong Fund Management's Stuart Fechner about the difficult market environment and how the Kardinia team is positioning our fund as a...

Over the years, Spatium Capital has written about and been interviewed on many topics – the Russian invasion of Ukraine, the Omicron strain, the Delta strain,...

The Emperor’s New Clothes is a classic children’s story first published in 1837 which espouses several life principles that can be applied to investment markets....