commodities

Latest news and analysis on commodities

Expert Insights

How to identify successful microcaps and where to find them

Yarra Capital Management's Joel Fleming shares his tips for identifying microcaps on the path to success in this episode of Expert Insights.
Sara Allen
Livewire Markets
Alternatives in Focus

28% of financial advisers are adding this asset class to portfolios. Here's why

Ahead of Livewire's annual series on Alternative Investment Strategies, I revisit the case for alternatives and how to use them.
Sara Allen
Livewire Markets
Equities

The School of Rock: How to invest in resources stocks right now

Acorn Capital's Rick Squire schools investors on how best to invest in commodity stocks today.
+8
Ally Selby
Livewire Markets
Expert Insights

Small caps are looking cheap. These are the stocks Ben Griffiths likes

Eley Griffiths Group's Ben Griffiths thinks the worst of the market cycle is behind us. And he's seeing plenty of opportunities.
BRG
CAR
+7
Sara Allen
Livewire Markets
Expert Insights

The investments that are better than bonds for diversification

Traditional views using bonds for diversification are flawed in the new world. Atrium's Brendan Paul shares what makes a diversifier today.
Sara Allen
Livewire Markets
Livewire Live

Regal's Phil King is more bullish than ever on commodities

Despite trouble in China and rising bond yields
David Thornton
Livewire Markets
Commodities

The lithium dilemma: bright horizons or dark clouds ahead?

Lithium market faces supply challenges beyond 2030. Brazil's Araçuaí Pegmatite District emerges as a potential game-changer for investors..
+5
Dylan Kelly
Terra Capital
Commodities

Smart money eyeing near-term gold producers in hope of 2024 bullion breakout

Spartan and Astral among those attracting attention; Plus, Boss chief says uranium price has to rise much further to encourage new supply.
BOE
+4
Barry FitzGerald
Independent Journalist
Macro

ECB expectations, US strikes and precious metals in China

This week’s charts begin with futures markets’ take on ECB interest rates
Macrobond Financial
Macrobond Financial
Commodities

Why this fundie is overweight lithium, underweight iron ore

The ever-changing world of natural resources doesn't mean you have to be chop and change your portfolios as well.
BHP
FMG
+9
Hans Lee
Livewire Markets
Equities

Why Warren Buffett would be a fan of Macquarie (or at least part of it)

Warren Buffett has a soft spot for Japanese trading firms. But how does that tie into Macquarie?
MQG
Kerry Sun
Livewire Markets
Investment Theme

6 trends driving uranium higher

What's been driving uranium towards new highs?
Patrick Poke
Patrick Poke
Betashares
Commodities

Chalice Mining: From green metals darling to a scoping study disaster

Recapping how Chalice's highly anticipated scoping study went so wrong (and triggered an almost 40% selloff since Wednesday).
CHN
+1
Kerry Sun
Livewire Markets
Macro

Iron ore, cracks in Chinese and US property, and the crash in PPIs

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Reporting Season

Two Aussie coal plays. One suffered a $271 million loss; the other returned $2.67 billion profit

Emanuel Datt from Datt Capital explains why.
S32
David Thornton
Livewire Markets
Reporting Season

BHP disappoints across the board, but this fundie is still bullish

Short-term lifts in commodity cost curves will help offset soft iron ore prices, according to Joe Wright from Airlie Funds Management
BHP
David Thornton
Livewire Markets
Education

ASX iron ore stocks in structural decline?

Does China's slumping economy spell trouble for ASX iron ore miners?
BHP
FMG
RIO
Kiryll Prakapenka
Fat Tail Investment Research
Asset Allocation

Why successful investing today is a game of inches, not yards (and how to do it)

While this is no time to be making major calls on asset allocation, there are abundant opportunities for generating incremental returns
Niall O’Sullivan
Neuberger Berman
Reporting Season

This ASX gold miner just paid out a record dividend. But does it really matter?

The world's largest gold miner hands down what could be its final result as a publicly listed company.
Hans Lee
Livewire Markets
Reporting Season

Is this ASX miner still a buy after a 21% rally so far in 2023?

The Q4 production report from this miner proves that it's all about the outlook.
BHP
Hans Lee
Livewire Markets
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