Members Podcast This Week
All of this week’s members’ podcasts in one place.
THE WEEK THAT WAS Overnight we saw a better than expecte djobs number, the bond market sold off as expectations of aggressive Fed rate CUTS were wound back. A blip in the road. When I read that headline this morning I was expecting to see a bit more consolidation but no, Just a blip and…
I am off on the bike this morning. By the time you read this I'll be half way to Port Macquarie on a BMW 1250 GSA. I will have missed the US market. I'll leave that to Matt this morning. I have Oliver filling in for me next week – a Baptism of Fire –…
Punching the air with MGFO, IVZ and ZIP.
‘Woodtoss’ thoughts.
A look at HM1 and RMD products.
IGO is an interesting one.
Wall Street rallied overnight after Google and AMD triggered a mega cap rally on renewed optimism surrounding artificial intelligence. The Dow gained 63 points (+0.17%). Up 110 at best. Down 32 at worst. The S&P 500 halted a three-day decline, up 0.80%, and the NASDAQ gained 1.37% to mark its highest close of 2023. US…
Making changes to the Growth Portfolio – Focusing on growth not benchmarks
Not a bad 50 point turn around from our lows