Marcus Take – The Risk-on Rally is alive another day

SUMMARY 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…

Members Podcast

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

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

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.