The Rules of Investing

Steve Johnson's hunt for tomorrow's market movers

Finding quality companies is only half the battle.
PLT
+2
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
+1
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
The Rules of Investing

The best inflation protection you can get

The prophets of doom are blowing their recession horns. Accordingly, investors want to hold assets that can act as bulwarks against whatever's driving recession -...
The Rules of Investing
Livewire Markets
The Rules of Investing

The unloved stocks Oscar Oberg is backing to beat small cap uncertainty

One of the most striking responses during Oberg’s latest interview related to investor sentiment: “I’ve never seen the market more one-sided in that any company with...
ALQ
AMP
+14
Glenn Freeman
Livewire Markets
The Rules of Investing

Oscar Oberg’s bear market guide to oversold small caps

Let's face it, it has been hard going in the small caps space - which is down almost 18% this calendar year. As soon as you get headwinds such as inflation and rate...
AMP
+16
The Rules of Investing
Livewire Markets
The Rules of Investing

Simon Shields: The stocks turning market headwinds into competitive advantage

We're all well aware of the headwinds battering markets today - inflation, supply-chain pressures, and rate hikes. Yet it's easy, and misguided, to broad-brush the...
The Rules of Investing
Livewire Markets
The Rules of Investing

Ben Griffiths: A bull waiting for these three signs before charging at small caps

Global markets are in a world of hurt. This week the Dow Jones Industrial Average nose-dived 1,100 points - its biggest loss since 2020. For all but those with the...
The Rules of Investing
Livewire Markets
The Rules of Investing

Charlie Jamieson: Bond market pricing in "extraordinary" rate hikes

The RBA lifted the cash rate yesterday by 25 basis points, to 0.35%. And just like that, its war on inflation - to be waged against aggregate demand - is underway. ...
The Rules of Investing
Livewire Markets
The Rules of Investing

Like the traditional resources sector? Here's why you're gonna love renewables

Conventional wisdom holds that 'traditional' natural resource investments are a sure, safe bet. And justifiably so: Land, from which natural resources have been...
The Rules of Investing
Livewire Markets
The Rules of Investing

The Rules of Investing - The Greatest Hits (Vol 1)

And that's a wrap! After nearly seven years with Livewire, and five years running The Rules of Investing podcast, I'll be finishing up today. Please throw your support...
The Rules of Investing
Livewire Markets
The Rules of Investing

3 ingredients for small cap success

The multi-bagger is the “holy grail” for most small-cap investors. Whether you like tech, resources, industrials, or all of the above, there’s nothing quite like the...
ALC
APT
AX1
+8
The Rules of Investing
Livewire Markets
The Rules of Investing

3 Aussie stocks for today's market

Rising rates, rising volatility, and rising geopolitical tensions. It's tough being an equity investor in today's market. But Australian investors have generally fared...
MQG
The Rules of Investing
Livewire Markets
The Rules of Investing

What war in Ukraine means for investors

Yesterday Russian President Vladimir Putin announced a "special military operation" in Ukraine - an apparent euphemism for "invasion". For many investors who haven't...
The Rules of Investing
Livewire Markets
The Rules of Investing

The real reason Aussie housing is expensive

Australian housing is expensive. Hardly a shocking statement. But if you ask a bunch of investors and economists why, you’ll get several answers and most will refer to...
The Rules of Investing
Livewire Markets
The Rules of Investing

One sector with 50 years of growth ahead

There have been few times in history that one could look at a sector and confidently expect decades of growth. But this is the situation that the resources industry...
29M
The Rules of Investing
Livewire Markets
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