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Market Wraps
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Australia’s #1 site for expert investment analysis and insights
Tailored to make you a better, more informed investor.
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Shares
Is gold finally oil-proof? Top ASX gold stocks as the bull market reignites
An oil price spike crushed gold in March, but this time bullion and the miners are rallying alongside crude – and that changes things.
Carl Capolingua
, Livewire Markets
Reporting Season
Growing dividend, $1 billion buyback - is it enough to keep the barbarians at the gate?
Chris Conway
, Livewire Markets
Reporting Season
Why ANZ is the pick of the Big 4 as the budget fallout bites
Kerry Sun
, Livewire Markets
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EDITOR PICKS
Macro
Lazard's macro master on Iran, finding better returns and the new safe haven assets
Tom Stelzer
, Livewire Markets
Equities
19 results: What reporting season is saying about rates, wages and the consumer
Ryan Lim
, Alpha Insights
Shares
Buy, Sell... Buy again? 3 stocks worth another look
Keith Ford
, Livewire Markets
Markets
Morgan Stanley’s 5 big investment calls for the rest of 2026
Chris Conway
, Livewire Markets
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Growth
Ophir: The trades that worked in FY26 may not lead the next 12 months
Andrew Mitchell explains where Ophir is shifting its attention.
James Marlay
, Livewire Markets
Equities
The shorts cashed in as this ASX stock dropped 57% in a day
Lotus Resources has lost its crown as the most-shorted stock, but short interest is creeping up for this growth stock.
Tom Stelzer
, Livewire Markets
Equities
AI is changing where value accrues. Most investors haven't noticed
Open-weight AI may not change who builds the best models. It could change who captures most of the value.
Lachlan Hughes
, Swell Asset Management
Shares
How to invest like the (new) Buffett
Decoding Berkshire Hathaway’s latest report under new CEO Greg Abel.
Sara Allen
, Livewire Markets
We've got you covered during reporting season. Livewire interviews C-suite executives from some of Australia's biggest companies, and unpacks results with some of the country's finest equities analysts.
View all 405 wires
Reporting Season
Why ANZ is the pick of the Big 4 as the budget fallout bites
Kerry Sun
, Livewire Markets
Reporting Season
Growing dividend, $1 billion buyback - is it enough to keep the barbarians at the gate?
Chris Conway
, Livewire Markets
Reporting Season
The market punished Life360. Its CEO says the growth story is far from over
Vishal Teckchandani
, Livewire Markets
View all 405 wires
Manage Editor Pick
Manage Promoted Wires
Latest
Investment Theme
August 13, 2026 17:27
The Great Open Source AI Acceleration: Commoditised Intelligence, Cost Collapses, Demand Inflection, and Portfolio Value Creation
Open source models and dynamic routing are pushing token costs lower while driving demand for hardware, hyperscalers, and SaaS agentic AI
TNE
Technology One Ltd
ASX:TNE
Followed by
250
people
WTC
Wisetech Global Ltd
ASX:WTC
Followed by
456
people
XRO
Xero Ltd
ASX:XRO
Followed by
684
people
+3
TNE
Technology One Ltd
ASX:TNE
Followed by
250
people
WTC
Wisetech Global Ltd
ASX:WTC
Followed by
456
people
XRO
Xero Ltd
ASX:XRO
Followed by
684
people
XYZ
Block, Inc
ASX:XYZ
Followed by
8
people
NASDAQ:NOW
ServiceNow Inc. Common Stock
NASDAQ:NOW
Followed by
4
people
+1
Jai Mirchandani
ELM Responsible Investments
August 13, 2026 17:27
Reporting Season
August 13, 2026 15:10
Why ANZ is the pick of the Big 4 as the budget fallout bites
ANZ posted the least ugly result of bank reporting season. Elston's Joe McCarthy on why it's still the pick of the Big 4.
ANZ
ANZ Group Holdings Ltd
ASX:ANZ
Followed by
7274
people
ANZ
ANZ Group Holdings Ltd
ASX:ANZ
Followed by
7274
people
Kerry Sun
Livewire Markets
August 13, 2026 15:10
Shares
August 13, 2026 13:19
Is gold finally oil-proof? Top ASX gold stocks as the bull market reignites
An oil price spike crushed gold in March, but this time bullion and the miners are rallying alongside crude – and that changes things.
BGL
Bellevue Gold Ltd
ASX:BGL
Followed by
142
people
CMM
Capricorn Metals Ltd
ASX:CMM
Followed by
76
people
CYL
Catalyst Metals Ltd
ASX:CYL
Followed by
36
people
+14
BGL
Bellevue Gold Ltd
ASX:BGL
Followed by
142
people
CMM
Capricorn Metals Ltd
ASX:CMM
Followed by
76
people
CYL
Catalyst Metals Ltd
ASX:CYL
Followed by
36
people
EMR
Emerald Resources NL
ASX:EMR
Followed by
27
people
EVN
Evolution Mining Ltd
ASX:EVN
Followed by
291
people
+12
Carl Capolingua
Livewire Markets
August 13, 2026 13:19
Reporting Season
August 13, 2026 13:13
Growing dividend, $1 billion buyback - is it enough to keep the barbarians at the gate?
Telstra lifted earnings, dividends & shareholder returns in FY26. ClearBridge’s Patrick Potts weighs up whether the stock still offers value
TLS
Telstra Group Ltd
ASX:TLS
Followed by
1238
people
TLS
Telstra Group Ltd
ASX:TLS
Followed by
1238
people
Chris Conway
Livewire Markets
August 13, 2026 13:13
Discover
Investments
Is the ASX morphing back into an income market?
Australian equities may be entering a new income era.
Marcus Ryan,
Yarra Capital Management
LIVEWIRE FUND PROFILE:
Yarra Australian Equity Income Fund
Shares
August 13, 2026 10:31
Emma Fisher: The consumer isn't broken, the ASX isn't boring and volatility is your friend
Airlie’s Emma Fisher shares her playbook for navigating a market driven by momentum, not fundamentals
BSL
Bluescope Steel Ltd
ASX:BSL
Followed by
147
people
JHX
James Hardie Industries Plc
ASX:JHX
Followed by
214
people
SIG
Sigma Healthcare Ltd
ASX:SIG
Followed by
92
people
BSL
Bluescope Steel Ltd
ASX:BSL
Followed by
147
people
JHX
James Hardie Industries Plc
ASX:JHX
Followed by
214
people
SIG
Sigma Healthcare Ltd
ASX:SIG
Followed by
92
people
Anna Dadic
Livewire Markets
August 13, 2026 10:31
Macro
August 13, 2026 09:27
Another benign US CPI report, but risks persist
Inflation was fairly contained in July and in line with expectations, with headline CPI easing to 3.4% year-over-year. Core inflation also slowed further, to 2.5%,...
Seema Shah
Principal Asset Management
August 13, 2026 09:27
Investment Theme
August 13, 2026 09:00
Reallocating for income: Where real estate private credit fits today
As investors seek clarity in an uncertain environment, attention is turning to asset classes capable of delivering consistent income.
Alan Greenstein
Zagga Investments
August 13, 2026 09:00
Equities
August 13, 2026 08:54
Atlassian doubles in less than six months. Who's next?
Atlassian doubled since April as AI fears flipped to tailwind. Rather than pick the next rebound, a broad US tech ETF captures the trend.
WTC
Wisetech Global Ltd
ASX:WTC
Followed by
456
people
WWWW
ETFs US Technology ETF
ASX:WWWW
Followed by
6
people
XRO
Xero Ltd
ASX:XRO
Followed by
684
people
+1
WTC
Wisetech Global Ltd
ASX:WTC
Followed by
456
people
WWWW
ETFs US Technology ETF
ASX:WWWW
Followed by
6
people
XRO
Xero Ltd
ASX:XRO
Followed by
684
people
NYSE:TEAM
Atlassian Corporation Plc Class A Ordinary Shares
NYSE:TEAM
Followed by
5
people
William Taylor
ETF Shares
August 13, 2026 08:54
Growth
August 13, 2026 06:00
Ophir: The trades that worked in FY26 may not lead the next 12
months
Andrew Mitchell explains where Ophir is shifting its attention.
James Marlay
Livewire Markets
August 13, 2026 06:00
Shares
August 13, 2026 06:00
How to invest like the (new) Buffett
Decoding Berkshire Hathaway’s latest report under new CEO Greg Abel.
FANG
Global X Fang+ ETF
ASX:FANG
Followed by
130
people
GFL
Global Masters Fund Ltd
ASX:GFL
Followed by
14
people
HJPN
Betashares Japan Currency Hedged ETF
ASX:HJPN
Followed by
25
people
+15
FANG
Global X Fang+ ETF
ASX:FANG
Followed by
130
people
GFL
Global Masters Fund Ltd
ASX:GFL
Followed by
14
people
HJPN
Betashares Japan Currency Hedged ETF
ASX:HJPN
Followed by
25
people
IFRA
Vaneck Ftse Global Infrastructure (Aud Hedged) ETF
ASX:IFRA
Followed by
38
people
IJP
iShares MSCI Japan ETF
ASX:IJP
Followed by
21
people
+13
Sara Allen
Livewire Markets
August 13, 2026 06:00
Macro
August 12, 2026 17:41
What happens next at the Fed matters
If the S&P 500 is the dog that wags the global stock markets’ collective tail, then the U.S. central bank – The Federal Reserve – is the brain controlling that dog....
Roger Montgomery
Montgomery Investment Management
August 12, 2026 17:41
Reporting Season
August 12, 2026 13:00
The market punished Life360. Its CEO says the growth story is far from
over
Life360 has cracked 100 million users. CEO Lauren Antonoff explains where the next wave of growth will come from.
360
LIFE360 Inc
ASX:360
Followed by
934
people
360
LIFE360 Inc
ASX:360
Followed by
934
people
Vishal Teckchandani
Livewire Markets
August 12, 2026 13:00
Property
August 12, 2026 12:45
The HALO assets of the AI boom
You could be fooled into thinking that the AI boom is all about the hyperscalers. Fortunately for investors, AI is about a lot more.
NASDAQ:META
Meta Platforms Inc
NASDAQ:META
Followed by
27
people
NYSE:NEE
Nextra Energy Inc.
NYSE:NEE
Followed by
11
people
NASDAQ:META
Meta Platforms Inc
NASDAQ:META
Followed by
27
people
NYSE:NEE
Nextra Energy Inc.
NYSE:NEE
Followed by
11
people
Tim Humphreys
Ausbil
August 12, 2026 12:45
Reporting Season
August 12, 2026 12:43
CBA posts big profit - is there any value for investors?
Loan and deposit growth drive results, but Australia's biggest bank says mortgage drop-offs raise some questions.
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1669
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1669
people
Tom Stelzer
Livewire Markets
August 12, 2026 12:43
Retirement
August 12, 2026 11:26
The 10 super funds delivering the best returns for the risk they take
Returns only tell half the story. These 10 super funds have delivered the most bang for their members' risk over the past decade.
Vishal Teckchandani
Livewire Markets
August 12, 2026 11:26
Advertisement
Markets
August 12, 2026 09:42
Morgan Stanley’s 5 big investment calls for the rest of 2026
The bull market still has room to run says Morgan Stanley. Here it reveals what it likes across equities, AI, resources and global markets.
Chris Conway
Livewire Markets
August 12, 2026 09:42
Alternatives
August 12, 2026 07:15
Jon Gray on the AI ecosystem, IPOs, and real estate
What does Blackstone’s position as one of the largest private capital providers to the AI ecosystem tell us? In his latest 'Market Views' commentary, Blackstone’s...
Blackstone .
Blackstone
August 12, 2026 07:15
Growth
August 12, 2026 06:00
The AI bubble meets reporting season
The latest US earnings season has shown that investors are becoming more discerning when it comes to backing AI winners and that's healthy.
Steve Johnson
Forager
August 12, 2026 06:00
Equities
August 12, 2026 06:00
The shorts cashed in as this ASX stock dropped 57% in a day
Lotus Resources has lost its crown as the most-shorted stock, but short interest is creeping up for this growth stock.
4DX
4DMEDICAL Ltd
ASX:4DX
Followed by
475
people
A4N
Alpha Hpa Ltd
ASX:A4N
Followed by
123
people
CXU
Cauldron Energy Ltd
ASX:CXU
Followed by
24
people
+4
4DX
4DMEDICAL Ltd
ASX:4DX
Followed by
475
people
A4N
Alpha Hpa Ltd
ASX:A4N
Followed by
123
people
CXU
Cauldron Energy Ltd
ASX:CXU
Followed by
24
people
DMP
Domino's PIZZA Enterprises Ltd
ASX:DMP
Followed by
201
people
DRO
Droneshield Ltd
ASX:DRO
Followed by
209
people
+2
Tom Stelzer
Livewire Markets
August 12, 2026 06:00
Fixed Income
August 11, 2026 11:35
Bonds are back: The real yield reset
Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Head of Macro Strategy, Paul Mielczarski
Richard Rauch
Franklin Templeton
August 11, 2026 11:35
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