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