SMALL CAP PORTFOLIO 3.15PM Updates Lithium stocks very much on the nose. CXO quarterly sub-optimal. Lithium pricing easing back. Good to see LRS pulling back too. Looking at 30c as a point to get interested again. Just finished a On the Couch Podcast with Peter Harold CEO POS. Speculative Stock of the Day: Not much…
STRATEGY Big week but more a bystander at the moment. MQG AGM, a focal point for OSP. Fed to raise but then what? Earnings season looms. Not much to add today. I have sold out of the HNDQ ETF last week. Only holding the IHVV in the strategy portfolio. Nothing in the One Stock Portfolio.…
Members Podcast Monday
MARKET AT MIDDAY The ASX 200 is up 6 points to 7320 (+0.1%), starting the week on a positive note. The energy sector driving gains, with Woodside Energy (WDS) +1.7%, Santos (STO) +1.8%, and Beach Energy (BPT) +0.5% all up. The market keeping an eye on data indicating a contraction in Australian manufacturing and services activities in July, as well as awaiting second-quarter inflation data expected…
ASX finished down 8 points to 7306 (-0.1%) in a subdued day of trading ahead of CPI release on Wednesday, with forecasts of a further decline in inflation MoM. Energy the biggest gainer as Crude continues to gain, WDS and STO both gaining 2.3% and 2.2%. Banks continuing to ease off from last week, while…
All of last week’s Members Podcasts in one place
The main event this week is Australia’s CPI data Wednesday and the US Fed interest rate decision Thursday.
Now holding just 25 stocks. I feel positively naked. So many ideas. One that I am going to look at next week is Solis Minerals.
These are out Weekly charts covering the Markets and Sectors – they give you a feel for the “Tide” and the undercurrents.
