At What Cost

The cost of the Covid19 virus worldwide is huge.  Some, mainly from my generation, pay with their lives.  Others pay with their jobs, their businesses, or with their mental health.  The government is paying a fortune supporting people who have lost their jobs and can’t feed the family and pay their rent or mortgage.  Money…

It’s Technology Stupid

The top 5 stocks in the S&P 500 account for 27% of the index. Year to date, which includes the coronavirus they are up: Apple +30.5% Microsoft +35.7% Amazon +66.7% Google +11.9% Facebook +18.7% Other top performers in the S&P 500 top 20 include: Tesla +226% NVIDIA +73.8% Netflix +55.3% Adobe +38.7% Paypal +67.8% Other…

Weekly Sector Charts

Comments by Ben O'Leary – Portfolio Manager ASX 200 Heikin-Ashi chart – Threatened to break higher but the rally is evaporating, and the index is ultimately still trading sideways. Economic numbers a dulling the hopes of a V-shaped recovery despite the US getting back to work. Still waiting for the break one way or the…