us stocks

Latest news and analysis on us stocks

Equities

Where to now for US stocks: Recession, Magnificent 7, Presidential Election

Major broker Citi offers its opinions on the likely impact on US stocks of the US presidential election, a looming recession, and more.
+5
Carl Capolingua
Livewire Markets
Rapid Fire

No flashy screens or sell-side research: How this investor cuts through the noise

...and keeps to investing's golden rule: let quality compounding do the work for you.
Hans Lee
Livewire Markets
Reporting Season

NVIDIA made US$30 billion in revenue last quarter - but this analyst isn't buying

The optimists have been left disappointed by a revenue forecast that doesn't stack up to its track record.
WGB
+3
Hans Lee
Livewire Markets
Equities

What we learned from our recent trip to America (Part 2)

In Part 2 of this series, we discuss how the economic and political situation is filtering through to companies.
+3
Sarah Shaw
4D Infrastructure
The Pitch

Why this stock picker only recently bought NVIDIA (and why he's never owned Tesla)

In this episode of The Pitch, concentration is the game and working out the winners among the leaders is the challenge.
+5
Hans Lee
Livewire Markets
The Pitch

Is the US equity market overvalued?

You'll find out in this episode of The Pitch, featuring Wilsons Advisory's David Cassidy.
+1
Ally Selby
Livewire Markets
Views from the Top

Fidelity's Global CIO shares his 4 favourite asset classes for 2024

Global CIO Andrew McCaffery also tells me that their predictions for a soft landing have more than doubled in just the last three months.
Hans Lee
Livewire Markets
Education

Who has been buying what (both here and in the US)?

Livewire has teamed up with Stake to bring you insights into the activity of Australian investors.
BHP
+32
Chris Conway
Livewire Markets
Equities

Outperformance. All companies try, but few achieve it

New research indicates there are 5 pathways common to the few that shoot the lights out of total shareholder return over a 10 year period
+2
Kym Sheehan
Livewire Markets
Equities

Veteran bonds investor Bill Gross on equities, bonds and arbitrage via M&A

In this wire, I draw on a recent note from PIMCO founder Bill Gross.
+2
Kym Sheehan
Livewire Markets
The Rules of Investing

Bob Desmond names his "forever" stock

Plus, Desmond gives his thoughts on why NVIDIA may not be overpriced.
+3
The Rules of Investing
Livewire Markets
Livewire Live

8 world-leading stocks to play 3 of investing's most pressing mega-trends

Mary Manning, Nick Griffin, and Jacob Mitchell answered a handful of crucial investor questions at Livewire Live on Tuesday 12 September
+8
Glenn Freeman
Livewire Markets
Macro

Road-testing the "Fed" model of valuing US stocks

It is simpler to use PE ratios to value stocks than the "Fed" model of the equity risk premium.
Kieran Davies
Coolabah Capital
Funds

Stanley Druckenmiller sold and Cathie Wood bought these 3 stocks

With 50 new positions between them, the Druckenmiller family office and ARK Investment Management are being very active in these markets.
+20
Hans Lee
Livewire Markets
Equities

3 key takeaways from the first FAANG earnings result

Netflix's resilience and dominance in the streaming landscape make it an intriguing investment for the long term.
Sally Fang
Swell Asset Management
Equities

How to invest throughout the market cycle (and three stocks to do so)

It's all about finding businesses that can withstand the volatility of the market, says Eileen Riley of Loomis Sayles.
+2
Chris Conway
Livewire Markets
Equities
Sponsored

6 tools your share trading app needs to help you navigate volatile markets

To celebrate its one-year anniversary since launching in Australia, moomoo is providing the tools you need to help navigate volatile markets
Livewire Exclusive
Livewire Markets
Funds

Three global stocks with sustainable earnings, delivering sustainable change

Global equities have had a rough year - and no market or sector has been spared. The S&P Global Broad Market Index is down 25%+ year-to-date while every US FAANG...
Hans Lee
Livewire Markets
Equities

Chart of the Week - Not Expensive, But Not Cheap Yet

Global vs US PE10 Valuations: One of the most interesting aspects of the past decade has been the divergence in valuations between the USA and the rest of the...
Callum Thomas
Topdown Charts
Equities

Downside risks to US earnings could force equities much lower...

We've forecast a 30-60% correction in US equities since late 2021. Most of the price adjustment to date (~20-30%) looks to have been triggered by higher interest...
Kieran Davies
Coolabah Capital
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