Today
Hedge fund Sage Capital doubles down on CBA short despite losses
While the latest quarter proved difficult, the short seller insists the bank’s expensive price tag is due for a reckoning.
Tourism stocks have been on a one-way trip down. Is it time to buy?
Fund managers and analysts are split about the prospects for travel and transport businesses. But there are some big opportunities for adventurous investors.
Macquarie has a grand new market theory (and 6 stocks to back it up)
The surge in ASX valuations has puzzled market strategists. But the group has a new indicator that supports the move – and suggests it can keep running.
How this fundie’s best career call shapes Schroders’ funds
Adam Kibble made a cracking investment decision before the GFC by being “really pre-emptive”. He’s now trying to do the same for the $1.6 trillion money manager.
Yesterday
ASX to fall, but week hinges on RBA speech and Wall Street earnings
Investors will be watching for dovish sentiment in central bank commentary and results from Alphabet and Tesla, as the local benchmark points slightly lower.
The big (but not necessarily beautiful) bet against the Aussie dollar
For the first time industry super funds now have more money allocated to unhedged international equities than they have invested in the Australian sharemarket.
This Month
S&P 500, Nasdaq rallies run out of steam
US shares ended the final trading session of the week in New York little changed. More than 1400 companies including Tesla will report results next week.
Fundies shrug off worries that ASX earnings will slide for third year
Despite a soaring sharemarket, Morningstar has warned ASX 20 profits are still falling. But major investors see a rebound taking shape, helped by commodities.
ASX rises 2.1pc for week; best week since May
Bourse ends at record in strongest session in three months. BHP rallies as CEO says China demand ‘resilient’. CSL posts its best week since 2021. Follow live.
Investors stay wary as stimulus speculation helps boost iron ore price
Construction starts and production in China, one of the world’s biggest steel markets, continue to fall. But shares in ASX-listed iron ore giants are rising.
While we fixate on Epstein and ankles, Trump’s plan is working
Sharemarket investors have dismissed the Trump circus as noise. But for all the chaos, the US President’s big plan is still on track and bond investors are very nervous.
This massive handout could pump your SMSF up by $665,058
SMSFs get a huge income boost from the franking credits paid on ASX dividends. Here are eight to consider.
ASX rallies to record on rate cut bets; CBA pace gains
Bourse closes at record high for second time this week as investors tip a rate cut after ‘shock’ jobless rate bounce. Iron ore rises to two-week high. CAR Group retreats amid CEO exit. Follow live.
These stocks are set to join the ASX buyback boom
The sharemarket is set to eclipse last year’s record number of buybacks as boards become more risk-averse in the Trump era.
‘That’s a double your money story’: Gerry Harvey’s latest bets
The 85-year-old Harvey Norman executive chairman resents days at home, and says tackling new challenges and dealmaking every day has kept him going.
Here’s one ASX gold miner that is tipped to re-rate
SG Hiscock’s Phillip Li names one of the last remaining cheap gold stocks that’s set to soar and explains why he backs Qualitas.
‘Investors wake up!’: Bond king’s dire warning on Trump v Powell
Donald Trump has wrecked the Federal Reserve’s independence and shareholders are becoming aware. Turmoil in the debt market could create a shock for stocks.
The simple hack that can make investors 40pc better at predicting risk
Wondering what financial markets will be doing in a month? The answer could lie in today’s news.
Goldman Sachs posts $6.6b trading quarter – the best in Wall St history
Stock traders at the investment bank pulled in a massive $6.6 billion in equity-trading revenue – more than half a billion dollars more than analysts expected.
What Airlie is doing next after getting CBA ‘totally wrong’
The Sydney money manager is sticking with its underweight on the big four lenders. There are other blue-chip stocks the team like better.