clearlife capital

Latest news and analysis on clearlife capital

Buy Hold Sell

Buy Hold Sell: 3 defensive darlings for the next market pullback (and 2 to buy when it does)

Jun Bei Liu from Tribeca and David Moberley from ClearLIfe Capital analyse five stocks that could weather a coming downturn.
360
REA
RMD
+2
Buy Hold Sell
Livewire Markets
Investment Theme

Why stocks in this sector are near an inflection point

Are we seeing a turning point for consumer discretionary stocks? Here's what several brokers and two fundies think.
ADH
+14
Glenn Freeman
Livewire Markets
Equities

Is this a major turning point for ASX-listed consumer stocks?

In this wire, I outline what's happening in the sector and how we are thinking about positioning looking ahead.
+2
David Moberley
ClearLife Capital
Equities

What happened to the China reopening trade?

Unfortunately, it appears many of the beneficiaries peaked around the same time as the narrative did.
David Moberley
ClearLife Capital
4