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Livewire Markets

@LivewireMarkets

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Where Australia's best investors share unmissable insights, context, and education on today's investing world.

Sydney, Melbourne, Perth
Joined April 2013
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@LivewireMarkets
Livewire Markets
2 hours
Is this week's reporting season carnage a sign of things to come?
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livewiremarkets.com
I sat down with my old running mate, Henry Jennings, to unpack of volatile week of reporting season.
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@LivewireMarkets
Livewire Markets
3 days
A broadening rally in microcaps will bring plenty of opportunities for finding tomorrow's winners. Here's how Yarra is approaching it.
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livewiremarkets.com
A broadening rally in microcaps will bring plenty of opportunities for finding tomorrow's winners. Here's how Yarra is approaching it.
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@LivewireMarkets
Livewire Markets
3 days
Reporting season is like speed dating: these sector KPIs can help you determine who’s worth a second date (and who’s bluffing).
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livewiremarkets.com
Reporting season is like speed dating: these sector KPIs can help you determine who’s worth a second date (and who’s bluffing).
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@LivewireMarkets
Livewire Markets
4 days
AI investment, easing inflation and falling rates are reshaping markets. Here’s where opportunity may emerge in 2026 according to Blackstone.
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AI investment, easing inflation and falling rates are reshaping markets. Here’s where opportunity may emerge in 2026 according to Blackstone
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@LivewireMarkets
Livewire Markets
5 days
From @ShaneOliverAMP: Australia’s inflation rebound looks partly temporary, but strong demand and elevated government spending are testing the economy’s limits.
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Australia’s inflation rebound looks partly temporary, but strong demand and elevated government spending are testing the economy’s limits.
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@LivewireMarkets
Livewire Markets
6 days
Rare earths prices have hit 3-year highs amidst a tightening market — but ASX rare earths stocks are lagging. Should investors buy the dip? $LYC $ARU $ILU
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Rare earths prices have hit 3-year highs amidst a tightening market — but ASX rare earths stocks are lagging. Should investors buy the dip?
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@LivewireMarkets
Livewire Markets
6 days
The veteran adviser offers three valuable lessons to help investors put the growth equities correction into perspective.
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The veteran adviser offers three valuable lessons to help investors put the growth equities correction into perspective.
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@LivewireMarkets
Livewire Markets
7 days
There's no rest for the wicked in markets these days, especially not multi-asset managers.
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There's no rest for the wicked in markets these days, especially not multi-asset managers.
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@LivewireMarkets
Livewire Markets
7 days
AI optimism collides with ageing grids, rising demand and energy risks. Sarah Shaw explains why infrastructure spend is unavoidable.
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AI optimism collides with ageing grids, rising demand and energy risks. Sarah Shaw explains why infrastructure spend is unavoidable.
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@LivewireMarkets
Livewire Markets
10 days
REA delivered steady growth, but cautious listings guidance and tech-sector volatility sparked extreme swings in the share price. $REA
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livewiremarkets.com
REA delivered steady growth, but cautious listings guidance and tech-sector volatility sparked extreme swings in the share price.
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@LivewireMarkets
Livewire Markets
11 days
AI may be smart, but it can’t eat, flush or plug itself in. Here’s a framework for finding stocks that don’t get disrupted.
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AI may be smart, but it can’t eat, flush or plug itself in. Here’s a framework for finding stocks that don’t get disrupted.
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@LivewireMarkets
Livewire Markets
11 days
AI is driving a boom in tech bond issuance. We ask two fixed income managers what it means for debt markets.
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AI is driving a boom in tech bond issuance. We ask two fixed income managers what it means for debt markets.
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@LivewireMarkets
Livewire Markets
12 days
Valuations are easing and opportunities are emerging. Here’s where a value investor is putting capital to work.
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Valuations are easing and opportunities are emerging. Here’s where a value investor is putting capital to work.
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@LivewireMarkets
Livewire Markets
12 days
Schroders’ Sebastian Mullins and Ben Arnold on why selectivity, not calm markets, is driving opportunity today.
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Schroders’ Sebastian Mullins and Ben Arnold on why selectivity, not calm markets, is driving opportunity today.
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@LivewireMarkets
Livewire Markets
12 days
History shows stocks that miss earnings rarely bounce back quickly. Here's why buying the dip is usually a mistake.
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History shows stocks that miss earnings rarely bounce back quickly. Here's why buying the dip is usually a mistake.
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@LivewireMarkets
Livewire Markets
13 days
Other countries are giving kids an edge with their relationship to money. Australia is still debating while wealth gaps widen.
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Other countries are giving kids an edge with their relationship to money. Australia is still debating while wealth gaps widen.
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@LivewireMarkets
Livewire Markets
13 days
A weaker US dollar, low valuations and fast growth are reshaping the opportunity in emerging markets.
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A weaker US dollar, low valuations and fast growth are reshaping the opportunity in emerging markets.
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@LivewireMarkets
Livewire Markets
13 days
After a year of market extremes, Emma Fisher explains how she’s staying grounded and finding value in unexpected places. https://t.co/2fDy6SYKew
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After a year of market extremes, Emma Fisher explains how she’s staying grounded and finding value in unexpected places.
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@LivewireMarkets
Livewire Markets
13 days
As the Small Ords barrels toward a record, fundies from Eiger, Datt Capital and Tyndall assess the outlook and share five names they like.
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As the Small Ords barrels toward a record, fundies from Eiger, Datt Capital and Tyndall assess the outlook and share five names they like.
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@LivewireMarkets
Livewire Markets
13 days
UBS finally turns bullish on one of the Big Four, upgrading NAB to Buy and flagging opportunity across three other ASX financials.
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livewiremarkets.com
UBS finally turns bullish on one of the Big Four, upgrading NAB to Buy and flagging opportunity across three other ASX financials.
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