Trending on LiveWire: Weekend edition - Saturday, May 3rd

It's never as bad (or as good) as you think. Capitalism was threatened two weeks ago, the world order collapsed, and Trump – depending on what they read – was the harbinger of Doom Times.

At the end of this week I saw headlines such as “Ftses Sieg series on Par with Best Ever Run” and “Stock markets of the rapid recovery of tariff-inspired Rout-Stuns Wall Street. However, there were signs of it”. Everyone is an expert afterwards. Therefore, they shouldn't be low or high and why that The advantages of experience and perspective are profound.

During the week there were several industry events, including the Lonsec Symposium and the media information from JP Morgan Markets. We were lucky enough to take part in the overarching messages that were positive.

No signs of slowing down the AI Revolution and MAG 7 can further increase profit margins
Global semiconductors are currently a great choice because they are on the cheaper side of your rating cycle
Excitement over Europe now because of the double strike
Emerging countries offer many possibilities

A week is in the markets for a long time and although it is impossible to say that we are not yet out of the forest, it is increasingly likely that the soil will be absorbed and the party will be resumed – even if the dance floor is not yet packaged.

Have a nice weekend.

Chris ConwayManaging Editor, LiveWire Markets

Andrew Mitchell unpacks the enormous returns from Ophir, says the market can recover from the tariff war

The first-class Australian fund manager Andrew Mitchell loves to choose winning shares so much that he only has a couch a few years ago, let alone a house. He preferred to invest his entire fortune in the Ophir Funds Management equity funds after using the asset manager in 2011. Since then, the global and Australian funds from Ophir have consistently exceeded the yields of the market and in this wire Mitchell unpacked his investment philosophy, how it is marketed today and offers only a few tips for winning profit. Look at it here.

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Coming up: The real effects on the real world

The so -called “Trump Slump” looks increasingly after a typical retreat after the rally, with the ASX200 sinking less than 2% from year to year. While Europe and up -and -coming markets have won, US losses – especially the Nasdaq, reflect a broader correction from years of outperformance. Although the markets have stabilized according to the tariff shock, some analysts warn that the real economic effects can still come, with consensus results being predicted. In this wire I unpack these effects and share why diversification, quality, caution and nimble seem to be the most suitable terms.

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Is the ASX 200 under work or the coalition better or worse? The answer will surprise you!

If the flood of political advertisements, which we were exposed to in advance of this election, have something to do, both major parties believe that they have the best references for the administration of the Australian economy – and logically after expansion.

But does history prefer a political party to others? Do you have a better track record when it comes to managing the economy or achieving a superior stock exchange performance? Carl Capolingua did research and believes that he has the answers – work or the coalition that is the best bet for Australian investors? Read on to find out!

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Top 3 wires this week

Here are the Weeks, which were viewed or liked by our subscribers from top or meated wires:

Some of the best wires of our contributors this week

Chart of the week: Is it a bird? Is it an airplane? No, it's CBA!

On Friday, the CBA share price flirted with $ 170 and the two-year-old striker P/E 26.1-higher than Nvidia (24.1), Google (17.5) and Neck-and-Neck with Microsoft. That's right, our modest local bank is now even more expensive When the Silicon Valley superstars! Is that the definition of madness? Perhaps. Plato's Dr. David Allen has a theory: investors sit on such great capital that they simply cannot let go. In This wire, He argues that to look off the coast to find CBA level – without finding the sky -high price.

Vishal TeckchandaniSenior Editor, LiveWire Markets

Weekly survey

If you hold CBA, what does you hold?

A) Franked dividends, baby
B) Massive capital gains
C) Blind loyalty
D) I'm not – already sold

Vote now

Survey results of the past few weeks

We asked “In a recent article, we said that the possession of real estate is not easy. But what do you think is more difficult to manage?“

The survey shows that 59% of the respondents have pointed out to investment real estate, also gave 22%, not simply, 18% nominated stock portfolios, and 1% also indicated that they did not have it either.

See results of the results

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