Henry’s Take – Juggernaut Rolls On!
AQZ – Results.
Added PMT yesterday.
GQG up 16.5% in a week.
DEV in Uranium
Strategy – The juggernaut rolls on.
Year of the Dragon.
END Of DAY Podcast
The ASX200 has finished the day up 23 points in a narrow day of trade. Utilities was the best-performing sector thanks to AGL’s big 10% rise. The company reported a quadrupling in first-half earnings and expects full-ye
End of Day Report
The ASX200 has finished the day up 23 points in a narrow day of trade. Utilities was the best-performing sector thanks to AGL’s big 10% rise. The company reported a quadrupling in first-half earnings and expects full-year revenue to come in at the top end of guidance. Tech also had a strong performance following the NASDAQ higher, WTC and XRO up 3.1% and 1%. Big banks…
Members Podcast – A new addition to the Growth Portfolio
Getting busy with the results season – Buying WOR in the Growth Portfolio. Not buying PLS – lithium could be a trap.
Pre-market Podcast
The Nasdaq Composite jumped 0.95% to settle at 15,756.64.
Dow Jones Industrial Average rallied 156 points to close at 38,677.36 and an all-time high.
Pre-Market Report
US equities rebounded overnight after a previous session's selloff. Despite a subdued start, markets rallied towards the close. The S&P 500 gained 0.2%, with the Dow Jones gaining 141 points. The tech sector lagged, tempering overall gains. NASDAQ eked out a modest 0.07% gain. Meanwhile, US Treasury yields dipped as markets awaited signals regarding potential…
Henry’s Take – What’s Going On?
ZIP going well,now M&A talk.
India is the new China. GQG is my play.
Seems the consumer is alive and well.
Bullock’s first press conference
Marcus Take Wednesday – Some life in Lithium today, and China.
The new RBA rhythm refreshes the parts Philip Lowe didn’t reach. Catch the knife anyone – The Chinese stock market bounced yesterday. Magnificent Seven or Sensational Six – Tesla is down 38% in six months and is 55% below the 2021 high. Lithium stocks came alive overnight. For a night. Resources drift. Iron ore price downgrades.
And there it is – a sell signal on the CBA a week ahead of results. Right on schedule. India – it doesn’t matter which ETF you buy.
Pre-market Podcast
The S&P 500 rose 0.23% to settle at 4,954.23.
Nasdaq Composite inched up 0.07% to close at 15,609.00.
Dow jumped 0.37%, to end at 38,521.36.
Members Podcast Wednesday – Making a few moves – lithium bouncing for a day – India of interest
We look at the new RBA Rhythmn today – like it – and buy a new trade in the Ideas Portfolio