--- title: "Weekend Wrap: Six dogs, five compounders and nine charts" type: "News" locale: "en" url: "https://longbridge.com/en/news/293830085.md" description: "Investor sentiment on the ASX has swung sharply to pessimism, with bearishness rising to 41.1%. Key market insights include six ASX stocks rated as sells (WiseTech, Xero, CSL, TWE, CAR Group, Amcor) and five long-term compounders (IHG, Catapult, Auckland Airport, Breville, Nanosonics). WAM Active maintains an overweight position in miners, while AMP's Shane Oliver warns of near-term correction risks amid oil and AI concerns despite medium-term optimism." datetime: "2026-07-25T22:30:09.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293830085.md) - [en](https://longbridge.com/en/news/293830085.md) - [zh-HK](https://longbridge.com/zh-HK/news/293830085.md) --- # Weekend Wrap: Six dogs, five compounders and nine charts Hi there! This article is an excerpt from our weekend newsletter - which talks all things markets plus some interesting data insights and memes Join 100,000+ readers receiving the Newsletter every Sunday morning - Register here. It's free. Six dogs, five compounders and nine charts Hi there! A short one this week, with our ASX workbook and the best of Livewire. Let's dive in. Investor sentiment survey Bears jumped to 41.1% or a -12.4 percentage point spread, marking a sharp swing back to pessimism that erases the mild optimism of the prior five weeks. - Largest single-week deterioration since the 7 Jun - Bearishness at 41.1% is now in the 87th percentile - Neutral shifted from 34.2% to 30.2%, which means the shift was mostly bulls converting straight to bears Over the next three months, do you expect the Australian stock market to be: - Bullish - Neutral - Bearish The best of Livewire Here are some of this week's best reads from our friends over at Livewire. - Buy Hold Sell: 6 ASX stocks in the doghouse: WiseTech is a sell on structural pressures, while Xero , CSL and TWE all touted as sells. Guest picks were CAR Group and Amcor. - Why WAM Active is going for gold and still backing miners: Zip was recently added, gold is being bought back after trimming in Feb-Mar, and the portfolio remains overweight copper and rare earths. - 9 key charts for investors amid oil and AI worries: AMP's Shane Oliver stays upbeat over the medium-term but sees high near-term correction risk with Hormuz shut and 12-13 mbd of oil at risk. Kospi's 28% fall is his AI warning light. - 5 ASX and global companies to hold for the next 10 years: Fundies back IHG, Catapult, Auckland Airport and Breville as quality compounders, with Nanosonics a watch. ### Related Stocks - [AMCR.US](https://longbridge.com/en/quote/AMCR.US.md) - [CSLLY.US](https://longbridge.com/en/quote/CSLLY.US.md) - [IHG.US](https://longbridge.com/en/quote/IHG.US.md) - [USO.US](https://longbridge.com/en/quote/USO.US.md) - [BNO.US](https://longbridge.com/en/quote/BNO.US.md) - [UCO.US](https://longbridge.com/en/quote/UCO.US.md) - [NAN.AU](https://longbridge.com/en/quote/NAN.AU.md) - [AMC.AU](https://longbridge.com/en/quote/AMC.AU.md) - [AMP.AU](https://longbridge.com/en/quote/AMP.AU.md) - [CAR.AU](https://longbridge.com/en/quote/CAR.AU.md) - [IHG.UK](https://longbridge.com/en/quote/IHG.UK.md) - [CSL.AU](https://longbridge.com/en/quote/CSL.AU.md) - [TWE.AU](https://longbridge.com/en/quote/TWE.AU.md) - [XRO.AU](https://longbridge.com/en/quote/XRO.AU.md) - [WTC.AU](https://longbridge.com/en/quote/WTC.AU.md) - [BRG.AU](https://longbridge.com/en/quote/BRG.AU.md) - [CAT.AU](https://longbridge.com/en/quote/CAT.AU.md) - [AIA.AU](https://longbridge.com/en/quote/AIA.AU.md) - [ZIP.US](https://longbridge.com/en/quote/ZIP.US.md) ## Related News & Research - [Trump Is Playing Chicken With the Country That Fuels Half of America — During a Global Energy Crisis](https://longbridge.com/en/news/293912348.md) - [Edgestream Partners L.P. Lowers Stock Holdings in Amcor PLC $AMCR](https://longbridge.com/en/news/294325609.md) - [ANALYSIS-Drone strike in Egypt sparks security concerns about Suez oil exports](https://longbridge.com/en/news/294391476.md) - [IHG opens 30-room Venice Times Hotel under Vignette Collection brand in Italy](https://longbridge.com/en/news/293905461.md) - [CSL to start clinical trials for new immunoglobulin manufacturing process](https://longbridge.com/en/news/294130972.md)