Members Podcast

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The risk on rally is alive for another day. More weak economic numbers helping overnight. Inflation number tonight. Jobs numbers Friday. US closed Monday.
Bought FANG, LNAS and BHP yesterday. Just a trade at this point. Hoping the rally is not just an end-of-month thing. Strategy Portfolio still in cash.
Good CPI number yesterday – RBA Meeting on Tuesday. Last trading day of the month. Last day of the results season. Should we beware The Ides of September? Seasonal chart in today.

Marcus Take – Lift off – Time to trade

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SUMMARY Making a few trades today. Adding BHP ahead of its dividend in the one stock Portfolio. Added two trades to try and catch a peak in bond yields. Lots of economic data ahead that could kill or turbo-charge the “new narrative”. US closed on Monday – long weekend – low volumes overnight. Results season…

Members Podcast Wednesday

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Making a few trades today. Adding BHP ahead of its dividend in the one stock Portfolio. Added two trades to try and catch a peak in bond yields. Lots of economic data ahead that could kill or turbo-charge the “new narrative”. US closed on Monday – long weekend – low volumes overnight. Results season running out of steam.
Telstra ex-dividend today – WOW tomorrow.
Buy signal on COL ahead of dividend on Friday. Might be worth buying for income.

Members Podcast Tuesday

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Turning our focus to the MT Portfolios. Low volumes ahead of US inflation and jobs numbers.Chinese stimulus looks superficial at best. But might help resources short term. Ho Hum market – now below the pre-pandemic high – we need a bull market. Appen (APX) – down 32% yesterday – sometimes fundamentals do work. Results season rolling into the buffers – a lot of stocks now de-risked. Some buyers of BHP – has a dividend coming up on September 7.