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Markets

Why is everyone telling you to buy copper?

Everyone wants copper exposure. Fewer have looked at why the supply side can't be fixed with money or time.
BHP
Kerry Sun
Livewire Markets
Markets

Lithium price crashes again – but this investment bank says 'Keep calm and carry on' buying ASX lithium stocks

The lithium price is tumbling again, dragging ASX lithium stocks with it, but a major investment bank thinks sellers have misread the signs.
IGO
LTR
+1
Carl Capolingua
Livewire Markets
Markets

Love the upside, hate the volatility? Janus Henderson on getting it right in the new commodities boom

There's 7 core drivers of a commodities cycle that's been decades in the making. Here's where Darko Kuzmanovic is seeing the opportunities.
BHP
EQR
+1
Tom Stelzer
Livewire Markets
Shares

ASX mining announcements explained: how to tell a great result from a good one

Open along strike, scoping vs feasibility study, NPV. Mining announcements are written in a dialect all their own – here’s the translation.
BGL
BHP
BOE
+10
Carl Capolingua
Livewire Markets
Markets

Buying something for nothing - Lithium, gold and rare earths explorers worth less than their cash

Sometimes the market prices the ground, drill results and resource at nothing. Here's who's on that list, and whether any of it makes sense.
GWR
+2
Kerry Sun
Livewire Markets
Markets

Uranium at record prices: The supply crunch that refuses to go away

There is no single commodity cycle. In 2026, different markets are responding to very different forces.
BOE
+7
Patrick Poke
Livewire Markets
Markets

The commodities trap that catches investors every cycle

Global X's Justin Lin on how supply and demand tailwinds are combining to drive a commodities supercycle and why ETFs are the way to play it
Tom Stelzer
Livewire Markets
Markets

Gold, silver and the commodity price cycle – an ASX investor’s guide to what comes next

Gold and silver set records in January then crashed by July – the commodity price cycle was at work, but not the version you were taught.
Carl Capolingua
Livewire Markets
Markets

2025 was the year to own commodities. 2026 is the year to pick them

Different commodities respond to different shocks, and 2026 is providing investors with a vivid reminder.
+1
Patrick Poke
Livewire Markets
Markets

Why the next five years could be a golden era for resources investors

Argonaut's David Franklyn on why lithium, copper and gold are set up for a strong five years and how to position before the move.
BHP
+5
Anna Dadic
Livewire Markets
Markets

Is AI debt making US$1 trillion of bonds behave strangely? The warning signs ASX investors should watch

US$1 trillion of corporate debt is behaving strangely despite calm markets on the surface – an uncomfortable echo of the pre-GFC era.
Carl Capolingua
Livewire Markets
Markets

Small caps and 4 other themes VanEck thinks you should watch

Small caps, gold, copper, office REITs and a softening consumer. VanEck on the themes that defined the August reporting season.
Keith Ford
Livewire Markets
Shares

South32 profit up 55%, final dividend doubled

The strong numbers came from the assets South32 is keeping – but FY27 costs and capital spending are growing.
S32
Carl Capolingua
Livewire Markets
Markets

Hyperion’s bullish case for the long-term economics of AI

Humanoids, autonomous vehicles and inference at scale. Why Hyperion thinks the AI revenue opportunity outweighs the capex explosion.
+2
Keith Ford
Livewire Markets
Shares

ASX lithium stocks at critical juncture as market deficit pushed to 2030

Lithium’s rally has stalled, and ASX lithium stocks have faltered. Here’s why.
CXO
+7
Carl Capolingua
Livewire Markets
Markets

Why Ray Dalio is backing gold and Bitcoin to hedge against the debt crisis

Ray Dalio says the US is at a debt inflection point. Gold and "a bit of Bitcoin" are how he thinks investors should play it.
Keith Ford
Livewire Markets
Markets

The US is borrowing $2 trillion a year. The bond market is done pretending that’s fine

Schroders' Kellie Wood explains why the US bond market is the hottest topic in global markets and how investors can capitalise.
Keith Ford
Livewire Markets
Markets

US bond market turmoil is hitting stocks: What ASX investors need to know

The 30-year US T-bond yield hit a 19-year high and Washington tried to stem the bleeding – it worked for just one day.
Carl Capolingua
Livewire Markets
Exchange Traded Funds (ETFs)

Cameron Gleeson on the number hiding beneath the ASX's worst week since April

A soft US CPI, growing signs of Australian household stress and a gold position worth revisiting. Cameron Gleeson on the week in markets.
Keith Ford
Livewire Markets
Shares

Reporting season masterclass! What quarterly, half-year and full-year reports really tell investors

A comprehensive guide to reading the two major reporting cycles for ASX mining companies together – and how to spot the gaps.
Carl Capolingua
Livewire Markets
Markets

“Diversification has been a hindrance”: Why that doesn't mean you should abandon it

The wide spread between winners and losers has punished diversification. J.P. Morgan's Fiona Harris explains why it’s still important.
Keith Ford
Livewire Markets
Shares

Is gold finally oil-proof? Top ASX gold stocks as the bull market reignites

An oil price spike crushed gold in March, but this time bullion and the miners are rallying alongside crude – and that changes things.
BGL
+14
Carl Capolingua
Livewire Markets
Markets

Morgan Stanley’s 5 big investment calls for the rest of 2026

The bull market still has room to run says Morgan Stanley. Here it reveals what it likes across equities, AI, resources and global markets.
Chris Conway
Livewire Markets
Growth

The AI bubble meets reporting season

The latest US earnings season has shown that investors are becoming more discerning when it comes to backing AI winners and that's healthy.
Steve Johnson
Forager
Shares

How far can the prices of WBC, ANZ, CBA, and NAB shares stretch before valuations snap back?

Bank shares are under pressure today after Westpac's update, brokers are bears, and mums and dads are selling — so who's still buying?
+1
Carl Capolingua
Livewire Markets
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