US markets closed mostly lower overnight as gains in technology and energy were outweighed by rising bond yields. Dow Jones down 241 points (-0.6%), S&P 500 down 0.2%, NASDAQ up 0.1%. The US 10Y yield rose 10.9bp and the 2Y rose 7.9bp after manufacturing PMI increased to 50.3 points. The highest reading since September 2022…
Gold at Record Highs – Stocks to Consider.
Usual US Check-Ins.
ASB gets a takeover offer. Highly unlikely to pass muster!
Ask the Analyst Friday at 5.30pm.
SUMMARY Added KAR on Thursday after a price breakout. Oil up over the weekend. MIN flies on Thursday, best performer in the top 50. No change to MQG or BHP/FMG One Stock Portfolios. Keeping an eye on BGL and NST after bond yields rise (gold also up). All other trades doing well, helps when the…
Another short week – Jobs numbers, RBA Minutes and not much else to go on
The start of a new quarter, not much to report. Waiting on US Jobs Numbers on Friday. RBA Minutes today don’t add much.
SMALL CAP PORTFOLIO 2.45pm Update Fat and Happy time. Record highs and market is going ok. All in the world is right. When have I felt this before. Apparently, I have been told that I am not allowed anymore to call myself 'Fat and Happy' as it can 'trigger' some people. Still F** and Happy.…
I have provided a spreadsheet today showing you what I consider to be the “Best” ETFs available in Australia.
