The Rules of Investing

Paul Taylor’s guide to long term compounding on the ASX (plus a 3-stock portfolio for the bottom drawer)

Plus, the next thing to break if rates keep rising
The Rules of Investing
Livewire Markets
The Rules of Investing

This energy company hasn’t seen conditions this good in 25 years

So good, in fact, that they're turning away business and putting up prices
STO
WOR
The Rules of Investing
Livewire Markets
The Rules of Investing

Giselle Roux's fluff-free take on the market (and where you can find opportunity today)

Giselle Roux provides her unconstrained view of the economy, markets, and where investors will find the best returns over the next decade.
The Rules of Investing
Livewire Markets
The Rules of Investing

8 mega-cap stocks have carried markets in 2023. Here’s what comes next

According to Jacob Mitchell, co-founder and CIO at Antipodes Partners
The Rules of Investing
Livewire Markets
The Rules of Investing

Top stocks for today's markets (and why Jun Bei Liu believes the ASX will head higher in 2023)

The Tribeca Investment Partners portfolio manager is bullish despite RBA documents indicating an 80% likelihood of an Aussie recession.
JBH
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The Rules of Investing
Livewire Markets
The Rules of Investing

Is this the least crowded opportunity in the market today?

Fifth Estate Asset Management are launching a fund because they believe it is
NXT
The Rules of Investing
Livewire Markets
The Rules of Investing

No lithium, no worries for this outperforming small cap manager

Spheria's Matthew Booker discusses how he preserves capital in bear markets and outperforms in bull markets.
The Rules of Investing
Livewire Markets
The Rules of Investing

James Gerrish: Low risk equity returns are back (and these stocks provide them)

TINA (there is no alternative) has left the building
AGL
DXS
TCL
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The Rules of Investing
Livewire Markets
The Rules of Investing

John Ayoub reveals WAMs playbook for volatile markets

The global banking crisis has changed the game, and this is how to play it
WLE
The Rules of Investing
Livewire Markets
The Rules of Investing

Alan Kohler: We're in for a recession we didn't need to have

The RBA could've paused, but it didn't. And this will be the consequence.
The Rules of Investing
Livewire Markets
The Rules of Investing

From a kosher butcher shop to one of the country's largest family offices

Victor Smorgon Group CEO Peter Edwards explains why the age-old principles of the factory floor still translate to the world of finance.
The Rules of Investing
Livewire Markets
The Rules of Investing

Christopher Joye: The RBA got it wrong, now it will crush everything

Livewire's most widely-read contributor sits down for a conversation you cannot miss.
The Rules of Investing
Livewire Markets
The Rules of Investing

Lazard's Philipp Hofflin reveals how the stock market really works

Value portfolios always win... because they have better growth.
The Rules of Investing
Livewire Markets
The Rules of Investing

Steve Johnson's hunt for tomorrow's market movers

Finding quality companies is only half the battle.
PLT
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The Rules of Investing
Livewire Markets
The Rules of Investing

This Hall of Famer has uncovered a stock worthy of Warren Buffett's portfolio

When times are tough, it pays to stick to your guns.
The Rules of Investing
Livewire Markets
The Rules of Investing

Move over Big Tech, these are the new flag bearers of growth investing

The game has changed, but growth investing is alive and well - just with different players in the first 11
The Rules of Investing
Livewire Markets
The Rules of Investing

Luke Smith: This commodity will grow 10x in 10 years

It’s been a crazy year for virtually every asset class. Commodities have been particularly interesting, though, because earlier this year, when most everything was...
The Rules of Investing
Livewire Markets
The Rules of Investing

Bob Desmond: We’re finding value everywhere

When I ask most fund managers about today's operating environment, they almost invariably respond with words like 'difficult', 'complex', or 'bearish'.  And you...
The Rules of Investing
Livewire Markets
The Rules of Investing

Mark Landau: Why it's time to put down the last decade's playbook

The old adage that "past performance is not an indicator of future returns" is possibly more relevant in today's market than ever before.  When the market is driven...
QAN
The Rules of Investing
Livewire Markets
The Rules of Investing

How this Hall of Fame bear is buying the dip

It's not a stretch to call the last twelve months in markets a regime change. Inflation, rates, valuations, liquidity; everything has been turned on its head.  While...
AMC
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The Rules of Investing
Livewire Markets
The Rules of Investing

Why the stock market's bubble hasn't really burst yet

When markets crash sharply, as they did earlier this year, it can be a mistake to assume that as soon as the falls peter out, the market will then naturally...
STO
The Rules of Investing
Livewire Markets
The Rules of Investing

We're in "Tech Wreck 2.0", and some big names won't make it

The world is opening, but not to calm and stability.  Rather, COVID has left a trail of destruction. And I'm not talking about the health implications. The pandemic...
The Rules of Investing
Livewire Markets
The Rules of Investing

A stealthy small cap quietly building a market monopoly

Investment management can be a brutal business. When you're talking small caps, the brutality is amplified even further.  Between March 20 and September 3 last year,...
AD8
The Rules of Investing
Livewire Markets
The Rules of Investing

Is a golden era for income investors coming?

Fixed income has had a torrid time of it the last year – in fact, by some measures it’s been the worst year on record – with US treasuries losing about a tenth of...
The Rules of Investing
Livewire Markets
The Rules of Investing

How Perpetual's Vince Pezzullo invests when multiples retreat

Markets are a right mess today, thanks to surging inflation and the fear of what that will do to earnings.   In this environment, you want companies that have the...
STO
The Rules of Investing
Livewire Markets
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