Three wires that caught my eye

Roger Montgomery on the property market, Marcus Padley discusses investment themes, and Dean Fergie talks tourism stocks. Here are three things you should read this weekend.
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
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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