Home Wires

Equities

Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Latest: Equities

Equities

Google can win the AI race

Google's shares hit record highs as Gemini reach record users. The real question: who’s winning the AI war?
+4
Cliff Man
ETF Shares
Equities

‘I think, therefore I error’

Before we get carried away with the AI revolution, perhaps we should check in on how our silicon overlords are handling simpler tasks.
Charles Ormond
Fat Tail Investment Research
Equities

The most hated and confusing bull market in history – why stocks may have much further to run

Global markets are soaring but Citi says this bull run isn’t fuelled by euphoria. Nervous investors may be what keeps it alive.
Carl Capolingua
Livewire Markets
Equities

The US stocks and sectors that could outperform the Mag 7

3 global equities managers make the call on Mag 7 dominance and where else on the S&P 500 investors should be looking for better returns.
+5
Tom Stelzer
Livewire Markets
Equities

What a 41% drop in struggling ASX firms says about the market

The undead are finally dying off. A 41% drop in zombie stocks marks the ASX’s strongest revival since 2020.
Stephanie Gardner
Livewire Markets
Alternatives in Focus

What is pairs trading and how does it add value?

A strategy that allows an investor to generate stronger returns without taking on unnecessary risk.
CAR
COL
SEK
+1
Jun Bei Liu
Ten Cap
Buy Hold Sell

Buy Hold Sell: The photo finish - 5 ASX stock duels that could go either way

The Spring Racing series comes to a close with 5 ASX stock face-offs that go right down to the wire.
CAR
+7
Buy Hold Sell
Livewire Markets
Equities

Nick Griffin: "The world’s biggest companies are accelerating - and they’re cheaper than last year"

Meta, Alphabet, and Microsoft just posted accelerating growth and Nick Griffin says the maths still stacks up.
+2
Chris Conway
Livewire Markets
Equities

Inside India's 12 months of underperformance

The structural story remains intact and outperformance to resume shortly.
Mugunthan Siva
India Avenue
Equities

Is it time to re-invest in luxury brands?

We believe Miu Miu and Birkenstock provide the largest investment returns, and here is why.
Garry Laurence
Profeta Investments
Equities

GDG's Grant Hackett on purpose, pressure and leadership (podcast)

“You’re retired to something, not from something.”
Steve Johnson
Forager
Equities

Two market leaders have stumbled, value investors see opportunity

Despite weak share prices, both companies show improving fundamentals and long-term earnings potential.
AGL
AMC
+2
Stephanie Gardner
Livewire Markets
Equities

Why this income strategy can thrive in uncertain markets

Opportunities to turn volatility into income with covered call ETFs like YMAX, QMAX and UMAX.
Hans Lee
Betashares
The Rules of Investing

Lev Margolin's four-step process for finding structural winners

System Capital’s Lev Margolin reveals how he finds long-term structural winners and four stocks he expects to grow stronger.
The Rules of Investing
Livewire Markets
Equities

Ausbil: 3 stocks to play Europe's global arms race in power, defence and AI

US stocks have dominated global returns for years, now Europe is poised for a stronger relative growth, fuelling new opportunities.
Tobias Bucks
Ausbil
Equities

What the heck is going on with CSL?

After years of flawless growth, CSL’s streak has broken. So, what's next for this fallen titan of the Australian corporate landscape?
CSL
Chris Conway
Livewire Markets
Equities

Manufacturing revival creates tailwinds for US infrastructure spending

The United States is experiencing a manufacturing resurgence, facilitated by a changing federal policy landscape and a shift to companies prioritising supply chain...
+8
Global X ETFs
Global X ETFs
Equities

Activism & alpha: Inside Gabriel Radzyminski’s high‑conviction strategy

Future Generation Australia (ASX: FGX) fund manager Gabriel Radzyminski shares his approach to unlocking long-term value for shareholders.
Future Generation
Future Generation
Equities

The 10 ASX stocks you’ll wish you owned a decade from now

Jun Bei Liu, Henry Jennings, Ben Richards and Mark Elzayed on where they’re hunting for the next ASX leaders - and who could outgrow CBA.
360
AD8
CAR
+8
Vishal Teckchandani
Livewire Markets
Equities

Why investors are betting big on AI-powered health care

The Doctor will see you… and so will the algorithm.
AYA
Arms Rosenberg
Minotaur Capital
Equities

With red flags flying, active management gets interesting again

Volatility and valuation gaps are widening fast. For active investors, like Plato's David Allen, that’s not fear - that’s fuel.
Chris Conway
Livewire Markets
Equities

It’s too hard to genuinely grow a portfolio of only Aussie shares

There are some Aussie shares that have grown, of course, but a typical Aussie portfolio struggles to grow over time. There's an easier way.
Sebastian Ferrando
Koda Capital
Equities

2 shock signs the stock market is in a bubble (that aren't AI)

There are worries over an overheated US equities market and these stats suggest those worries may be justified. So what should you do next?
Tom Stelzer
Livewire Markets
Equities

L1 Capital sees catalysts in these 4 companies

In a wide-ranging discussion, L1 Capital provided an update on four current positions that it continues to see opportunity in.
QAN
+1
Andrew Legget
Livewire Markets
Equities

6 resilient ASX stocks for if (when) the market turns bad

Markets wobble, nerves twitch. But resilience isn't about retreating, it's about owning companies built to endure and adapt.
EOL
+3
Chris Conway
Livewire Markets
1-25 of 8065