Three wires that caught my eye

Patrick Poke

Livewire Markets

Another signal a bubble is forming?

 

Is this another signal that a bubble is forming?

How to pick stocks: Investing themes

 

In the first of a four-part series, the always-candid Marcus Padley provides a straightforward lesson on top-down (or “macro crap,” as he calls it) analysis, vs bottom-up analysis (stock picking). The piece provides a strong foundation, which he builds on in parts 2-4 (available for free by clicking through at the bottom of the article). Of particular interest was the ‘how-to’ on thematic investing, and in the final part, he provides some themes to watch. Read the article here:  (VIEW LINK)

 

Two stocks benefiting from tourism tailwinds

 

Two stocks benefiting from tourism tailwinds

Chart of the week

 

The next move in the war on deflation

 

As the idea of further rate cuts and asset purchases by central banks begins to fall out of favour with investors, it seems a new type of stimulus has been gaining traction with the investing public. 

How to read financial news

The Chartered Financial Analyst Institute recently shared a great blog post on how to get the most out of financial news. Check out their 'best practice' tips here:  (VIEW LINK)

 

How executive pay, board diversity, and ownership effect returns

 

Three factors that influence company performance

Patrick Poke
Managing Editor
Livewire Markets

Patrick was one of Livewire’s first employees, joining in 2015 after nearly a decade working in insurance, superannuation, and retail banking. He is passionate about investing, with a particular interest in Australian small-caps.

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