Henry’s Take – Are You Doing Better than the Market?
DRO gets greedy?
Where are we now? Is this an Ali fight?
Is Elon taking the proverbial? Roadster anyone?
Are you beating the market?
Members Podcast – Jobs numbers have little impact. Banks topping out. Resources bounce today.
A pedestrian day in the positive – outperforming the US – Big Tech down in the US – Resources up in Australia
Spark Nz Stock Take – Telcos Struggle This Year
Spark New Zealand (SPK) – We are taking a look at the telco SPK today, a NZ version of TPG or Telstra. We hold it in the Income Portfolio and it has had a torrid year, down 13% since early February. That's a significant drop for a defensive income stock yielding 6%. Most of the…
Trading Section
SUMMARY KAR closes just above its stop loss again. Oil down 3% overnight. No change yet to it or BPT. Tech and bitcoin continue to fold. SNAS the beneficiary. SFR has an underwhelming day. Likely to resume its upward trend after copper rises overnight. Bond yields take a breather from their relentless march higher. No…
Marcus Take Thursday – Tech down, Resources up. Jobs data today.
Resources to hold our market up today. Bond yields relax a bit. Banks coming off the top now. Looking at the research on RIO and BOQ. Next RBA move depends on Jobs data today. Education Corner – Some More Stock Market Truths
Henry’s Take – Resources Finding Friends
Sold half of the DRO at 105c
The Call yesterday with The Whisperer.
Albo putting our money where his mouth is.
Resource Investing.
End of Day Report
ASX 200 rose 37 points to 7639 (+0.5%) off highs but bounces off 7600. Jobs data fails to stir. Good news for Iron ore miners with BHP production numbers and higher ore prices in Asia saw BHP up 1.5%, RIO up 1.7% and FMG lagging. Base metals finding friends again, MIN up 1.9% and PLS…
Pre-Market Report – Markets Demand Clarity for Tesla’s Affordable Car
Wall Street closed lower overnight in a choppy trading session, cementing its longest losing streak since January as big tech was sold off (ASML results not helping) despite bond yields easing. The Dow lost 46 points (-0.12%). Up 238 points at best and down 187 points at worst. The S&P 500, NASDAQ, and Russell 2000…