Members Podcast Tuesday – Slow start to the week
The start of a new quarter, not much to report. Waiting on US Jobs Numbers on Friday. RBA Minutes today don’t add much.
Pre-market Report
US markets closed mostly lower overnight as gains in technology and energy were outweighed by rising bond yields. Dow Jones down 241 points (-0.6%), S&P 500 down 0.2%, NASDAQ up 0.1%. The US 10Y yield rose 10.9bp and the 2Y rose 7.9bp after manufacturing PMI increased to 50.3 points. The highest reading since September 2022…
End of Day Report
ASX 200 finds the Easter Bunny. Up a huge 77 points at 7897 (+1.0%) hitting a record high. Seems appropriate. The end of the quarter and end of the month helped stimulate optimism. Banks took a breather with the Big Bank Basket up slightly to $210.48 (0.3%). MQG rose 0.9% with insurers mixed, REITs…
Trading Section
SUMMARY Bulls refuse to lie down. MQG prints a (tiny) weekly sell signal along with WTC and CAR. Cash in the MQG one stock portfolio. Adding KAR for a trade. Recent breakout above $2.09. Iron ore down. No change to BHP/FMG one stock portfolio. Bond yields down. Gold up. BGL and NST set to benefit.…
Pre-market Podcast Thursday – Last day of the Quarter – Fat and Happy at Easter
We’ll hit a new record high in Australia today – lets worry about the Flash Crash next week – have a good holiday – Back Tuesday
Marcus Take Thursday – Record high on CPI – Retail Sales today
We should be through our record high today heading towards 8000 on the ASX 200 – Fat & Happy at Easter
THE BEST ETFS – Here is a list of the best ETFS in Australia
I have provided a spreadsheet today showing you what I consider to be the “Best” ETFs available in Australia.
Henry’s Take – Fat and Happy Time
SMALL CAP PORTFOLIO 2.45pm Update Fat and Happy time. Record highs and market is going ok. All in the world is right. When have I felt this before. Apparently, I have been told that I am not allowed anymore to call myself 'Fat and Happy' as it can 'trigger' some people. Still F** and Happy.…