Tesla and the Icarus Paradox
GAM’s Mark Hawtin argues that Tesla fits into what’s known as The Icarus Paradox, where a company’s failure is brought about by the very elements that led to their initial success.
Read MoreMarkets
Lots of Waiting and Seeing in NAB Survey
Business conditions continue to show signs of the economy slowing but remain on a solid growth pace, according to the first business survey for 2023 from the NAB.
Read More3 Small Caps Set for Long-Term Success
Simon Conn and Marc Whittaker from IML explain why they believe that, as things currently stand, small cap industrials are well positioned for long-term investors.
Read MoreLucrative Times for Lithium Giant Albemarle
Albemarle has confirmed the fabulous returns from the present boom that some of its mates in the lithium sector hinted at last week in their latest quarterly reports.
Read MoreChinese interest in Aus coal resurges: ASX closes 0.44% higher
Peter Milios from Finance News Network with a round-up of the highlights from today’s ASX trading session.
Read MoreNAB predicts peak in interest rates is near: ASX up 0.1% at noon
Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
Read MoreStocks of the Hour: AAU, AQD, MAY, SPX
Abbey Phillipps from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
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Gold Sector Gossip: RMS, NCZ
On the same day cost concerns caused Ramelius to halt expansion of a gold mine in WA, New Century was talking up bringing an old one in Tasmania back to life.
Read MoreChina Ready to Roar
The Chinese COVID restrictions removal and reopening, along with the easing of the country’s tensions with our own, have created an opportunity for Australian investors.
Read MoreCost Containment Helps South32 Hit its Targets
A solid December quarter for South32, which reported quarter on quarter production growth across most of its commodities while the half-yearly performance was a little weaker.
Read MoreAirlie FM Quarterly Update
PM Emma Fisher reflects on the volatility of the past year and discusses Airlie’s investment thesis behind building products company CSR, recently added to the portfolio.
Read More4D Infrastructure 2023 Outlook
While the macroeconomic outlook for 2023 remains uncertain, some green shoots have emerged and 4D remains optimistic for infrastructure fundamentals in 2023 and beyond.
Read MoreWhitehaven Getting it While the Going’s Good
Whitehaven Coal probably has six more months of earnings outperformance left before it is brought back to reality by the sliding price of high-quality thermal coal exports.
Read MoreASX closes 0.07% higher despite worrying food inflation data
Peter Milios from Finance News Network with a round-up of the highlights from today’s ASX trading session.
Read MoreASX shakes off mornings gains: Aus shares down 0.15% at noon
Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
Read MoreStocks of the Hour: CNJ, SZL, REE
Abbey Phillipps from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MoreWebinar Recap – AVE, LBT & SPX
Catch up on the full webinar with presentations from Avecho (ASX: AVE), LBT Innovations (ASX: LBT) & Spenda (ASX: SPX)
Read MoreSpenda (ASX: SPX) – Webinar Presentation
Adrian Floate – CEO – Spenda has a B2B fintech player offering a suite of software applications, payment and lending solutions and integration services.
Read MoreLBT Innovations (ASX: LBT) – Webinar Presentation
Brent Barnes – CEO & MD – LBT Innovations is a groundbreaking designer of advanced technology solutions for the medical industry.
Read MoreAvecho (ASX: AVE) – Webinar Presentation
Paul Gavin – CEO – Avecho develops and commercialises innovative Human Health and Animal Health products, using their proprietary drug delivery system – Tocopheryl Phosphate Mixture (TPM®).
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Commodities Corner: That Golden Hue
Gold rose again last week, putting it up more than 5% for the year so far and nearly 16% in the last three months as the US dollar and US interest rates have tumbled.
Read MoreDiary: Like Catching Smoke in a Butterfly Net
Australian inflation and interest rate speculation will dominate markets here in the coming week that will be shortened by the Australia Day holiday on Thursday.
Read MoreSelling the Bipartisan Ceiling Decision
Ratings group Moody’s was pretty sanguine about the US government hitting its $US31.4 billion debt limit last Thursday and the likely lengthy political brawl to follow.
Read MoreMonday Market Minutes: Humming Along Nicely
Australian shares are poised to make a strong start to the week’s trading after notching up their third consecutive weekly gain last week as the 2023 rebound continues.
Read MoreComing Soon to Netflix: Back to the Future
An eventful 4th quarter and 2022 financial / operating report from Netflix confirmed the streaming giant’s continuing evolution towards an old-style TV media company.
Read MoreThe Pilbara Wheelbarrow Overfloweth
Judging by another very strong quarterly report from Pilbara Minerals Friday, there’s no sign of the lithium boom dying, as more than few pundits have been claiming recently.
Read MoreThe Week that Was: January 16-20, 2023
We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.
Read More2023 – A List of Lists Regarding the Macro Investment Outlook
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, explains why he thinks 2023 is likely to remain volatile with a high risk of the 2022 lows being retested.
Read MoreBig Funds Slightly More Upbeat, Just Not about US Equities
The first Bank of America survey for 2023 shows global fund managers are very bearish on American equities, even though the wholesale gloom of late 2022 has eased considerably.
Read MoreChinese Property Sector a Mess in Need of Untangling
BHP might be confident about the outlook for steel production (and iron ore exports) in China, but this confidence is misguided at best given the black hole that is the country’s property sector.
Read MoreMore Volatility Ahead? Buckle Up with Defensive Equities
Even if inflation and volatility remain elevated, smoother performance patterns can help investors stay invested in equities through downturns and position themselves for better long-term results.
Read MoreASX up 0.26% at noon despite dismal performance on Wall Street
Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
Read MoreStocks of the Hour: AZS, RDT, ARR
Abbey Phillipps from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
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Santos Bottom Line Hit by Operational Snags
Unwanted operating problems have forced energy giant Santos to trim its production guidance for the coming year after posting lower-than-expected fourth-quarter revenues.
Read MoreBarrick Output at 22-Year Lows Despite Late Surge
Despite a solid 13% rise in 4Q22, Barrick Gold Corp saw its lowest gold production this millennium, as operational and geopolitical woes curbed output.
Read MorePrice Softness Offsets Robust Volumes for BHP
BHP’s half-yearly report revealed solid production and sales volumes but significantly weaker prices in the six months to December than in the same period of 2021.
Read MoreMarkets Left Muddle-Headed by Oz Labour Data
The ASX rose and the AUD fell after the 2022 labour data was released Thursday, highlighting the ongoing confusion about the direction of the economy and other indicators.
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