the call: Thursday 15 October

Two ASX stock-pickers diverge sharply on governance-challenged WiseTech and ARB while jointly steering clear of Iluka and SKS Technologies.

• Macro caution dominates: Grady Wulff calls it a stock-picker's market with daily sector rotation amid AI-bubble fears, rising bond yields, and a hotter-than-expected US inflation print; Howard Coleman likens conditions to pre-crash 1929, 1999, or 2007.
• WiseTech split verdict: ASIC dropped its insider-trading probe into Richard White but continues reviewing a fourth employee; Howard calls it an avoid on governance (ROE ~11%, debt rising), while Grady rates it a buy on CargoWise's monopoly-like moat and 46% operating cash flow growth.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.