Marcus Take Wednesday – Climbing down
The markets are not starting the year well – Bond yields are rising, Equities are peaking. We’re taking some profits.
Pre-market Podcast
Dow falls over 200 points as Boeing weighs. Fed’s Waller talks rate cuts later perhaps. Yields rise. AUD falls on USD strength.
END Of DAY Podcast
ASX 200 falls another 22 points today to 7393 (0.3%) to a four-week low as banks start to slip.
Gold miners smashed on EVN news.
End of Day Report
ASX 200 falls another 22 points today to 7393 (-0.3%) to a four-week low as banks started to slip. Late rally helping slightly. The Big Bank Basket dropped to $191.54 (-0.4%). CBA led the fall down 0.6%, with WBC off 0.7%. MQG lost 0.6%, though insurers better on higher yields. 10-year yields touched 4.21%. REITs…
Members Podcast Wednesday – The Biggest weakness of the stay at home investor
Losing a bit of enthusiasm as we climb down from the peaks.
End of Day Report
ASX 200 dropped 82 points to 7415 (-1.1%) in a perfect storm as major stocks all saw sellers appear.
Members Podcast Tuesday – A story about a client with one thumb
Listen to the end to hear about a client with one thumb dealing in Qantas call warrants.
Trading Section – S&P 500 At All Time High
The Ideas Portfolio and One Stock Portfolios have been combined into one umbrella section named Trading Section. This will also incorporate the Technical section, subject to feedback. IDEAS PORTFOLIO Action – none today. Not feeling terribly comfortable with the oil price trend. Still holding WDS. Not doing us any harm. TLS was boring us but…
Henry’s Take – Takedown Tuesday
Uranium stocks smashing it. PEN target price.
Takedown Tuesday. Retail is one of the targets.
The Special Situation Portfolio
How to save $1000 a week!