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Equities

May 14, 2024 07:45

What’s going on with AI?

Ed Felten (Princeton) Manav Raj (University of Pennsylvania) Robert Seamans (New York University)1 March 2023 taken from AI: winner takes most, Australia...

Dan Farmer

MLC Asset Management

May 14, 2024 07:45

Equities

May 14, 2024 07:15

The next Realestate.com?

SiteMinder is one of a few small-cap software companies with the potential to deliver the prized ‘Rule-of-40’ metrics.

Daniel Broeren

Blackwattle Partners

May 14, 2024 07:15

Undiscovered Funds

May 14, 2024 07:00

The durable growers helping the world "cheat nature"

The future is here... And it's making our lives a whole lot easier.

+10

Ally Selby

Livewire Markets

May 14, 2024 07:00

Equities

May 13, 2024 17:20

Why has ResMed rocketed up and is the ride over?

Shareholders of ResMed (ASX: RMD) have been on a rollercoaster ride in the past year. Late last year, after news of the efficacy of Ozempic and other GLP-1 drugs came...

RMD

Bruce Du

IML

May 13, 2024 17:20

Macro

May 13, 2024 16:10

What will the RBA do next? (And what does it mean for your money?)

The first ever Signal or Noise Economists' Roundtable parses through the key policy issues affecting today's investing environment.

Hans Lee

Livewire Markets

May 13, 2024 16:10

Education

May 13, 2024 15:33

Forget the fads and go for gold: Lamm

Listen to Take Stock with Raphael Lamm, L1 Capital

Future Generation

May 13, 2024 15:33

Undiscovered Funds

May 13, 2024 15:30

Pedigree, people, and performance - unpacking new fund launches

Behind every fund launch, there is a story. We've hunted down the stories behind some of the best-performing new funds.

Chris Conway

Livewire Markets

May 13, 2024 15:30

Macro

May 13, 2024 13:09

Central banks constantly say they are "data dependent". Here's why you should ignore them

The Fed is going to cut rates, but slowing growth means it may not be the time to be chasing equity returns.

Isaac Poole

Ascalon Capital

May 13, 2024 13:09

Commodities

May 13, 2024 11:24

Gold: a refuge from empty promises to pay

Callum Newman of Fat Tail Investment Research draws on financial history to make the case for gold shares

Callum Newman

Fat Tail Investment Research

May 13, 2024 11:24

Equities

May 13, 2024 10:54

Half-year performance: A comparative analysis of Australia's big four banks

It has been a while since we reported on the major banks, which have now all provided half-year updates to their operating performance.

Roger Montgomery

Montgomery Investment Management

May 13, 2024 10:54

Asset Allocation

May 13, 2024 09:00

Outlook for Aussie & global growth small caps: Andrew Mitchell

In today’s ROCast Murdoch sits down with Andrew Mitchell Co-Founder at Ophir Asset Management to discuss outlook, TMDX, Life360 & more.

Murdoch Gatti

York Wealth Management

May 13, 2024 09:00

Daily Report

May 13, 2024 08:38

ASX 200 to edge lower, Dow posts best week of 2024, gold eyes best performance in five weeks

Get up to date on overnight market activity and the big events for the day.

The Morning Wrap

Livewire Markets

May 13, 2024 08:38

Equities

May 13, 2024 08:38

Be greedy when others are fearful: Why now is the time to invest in healthcare

With the healthcare sector in a deep and prolonged downturn, valuations of public and private R&D stage companies are very attractive.

Hashan De Silva

KP Rx

May 13, 2024 08:38

The Pitch

May 13, 2024 08:00

Why this stock picker only recently bought NVIDIA (and why he's never owned Tesla)

In this episode of The Pitch, concentration is the game and working out the winners among the leaders is the challenge.

Hans Lee

Livewire Markets

May 13, 2024 08:00

Buy Hold Sell

May 13, 2024 06:30

The secret sauce of good growth stocks (and 2 that tick all the boxes)

In this episode, OC Funds Management's Aaron Yeoh and Datt Capital's Emanuel Datt share their tips and tricks for identifying growth stocks.

Buy Hold Sell

Livewire Markets

May 13, 2024 06:30

Equities

May 12, 2024 10:26

Silver on the ASX – everything you need to know (and our #1 micro-cap pick)

Missed lithium? Silver is the forgotten energy transition metal thanks to its use in solar panels.

+19

+17

Luke Laretive

Seneca Financial Solutions

May 12, 2024 10:26

The Rules of Investing

May 11, 2024 07:00

Chris Stott’s 5 high conviction stocks for the new bull market

Small caps have entered a new bull market and Chris Stott believes things are just getting started.

The Rules of Investing

Livewire Markets

May 11, 2024 07:00

Investment Theme

May 11, 2024 06:45

Where Chris Stott is investing in the new bull market

As small caps surge again after one of their worst periods since the GFC, the 1851 Capital CIO explains how he’s positioned now

Glenn Freeman

Livewire Markets

May 11, 2024 06:45

Daily Report

May 10, 2024 17:48

ASX 200 closes out solid recovery week with another gain as energy, uranium, and gold stocks star

Resources stocks were in focus today as gains in oil, natural gas, gold, and silver stoked big gains in each of those areas of the market.

+17

+15

Carl Capolingua

Livewire Markets

May 10, 2024 17:48

Macro

May 10, 2024 14:27

BOE leaves rates steady at 5.25%, British Construction PMI rises to 53.0

We look at five of the biggest developments across global markets for the week ending 10 May 2024

Hue Frame

Frame Funds Management

May 10, 2024 14:27

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What’s going on with AI?

The next Realestate.com?

The durable growers helping the world "cheat nature"

Why has ResMed rocketed up and is the ride over?

What will the RBA do next? (And what does it mean for your money?)

Forget the fads and go for gold: Lamm

Pedigree, people, and performance - unpacking new fund launches

Central banks constantly say they are "data dependent". Here's why you should ignore them

Gold: a refuge from empty promises to pay

Half-year performance: A comparative analysis of Australia's big four banks

Outlook for Aussie & global growth small caps: Andrew Mitchell

ASX 200 to edge lower, Dow posts best week of 2024, gold eyes best performance in five weeks

Be greedy when others are fearful: Why now is the time to invest in healthcare

Why this stock picker only recently bought NVIDIA (and why he's never owned Tesla)

The secret sauce of good growth stocks (and 2 that tick all the boxes)

Silver on the ASX – everything you need to know (and our #1 micro-cap pick)

Chris Stott’s 5 high conviction stocks for the new bull market

Where Chris Stott is investing in the new bull market

ASX 200 closes out solid recovery week with another gain as energy, uranium, and gold stocks star

BOE leaves rates steady at 5.25%, British Construction PMI rises to 53.0