Henry’s Take – The Pause that Refreshes?
SUMMARY
Sold some WBT on Friday.
Why do you ask two dogs?
DYL gets licence.
Another MT Award nomination.
Ask the Analyst links.
End of Day Report
ASX 200 lost 16 points to 7426 (0.2%) in lacklustre trade dominated by M&A activity in LNK, ABC and PSQ. Rallied off early lows. Monday M&A day ahead of Xmas break. Banks drifted lower with the Big Bank Basket unchanged at $188.20. Insurers suffered as yields fell again, QBE down 0.6% and SUN off 1.8%. Fund managers lower with REITs under pressure, GMG up 0.1% and VCX down 2.4%. Industrials w
Henry’s Weekend Take
THE WEEK THAT WAS Big week. Big pivot. Big time. Marcus returns next week. We have the hots for what’s in the box with the dots. It is fair to say this week will be seen as a watershed. The end of the higher rate cycle. Not only in the US but, I suspect, here…
Members Podcast This Week
All of this week’s podcasts in one place.
Strategy Take – MQG One Stock Up 14%
The Santa Clause rally is truly in after yesterday’s big gains.
No changes to Portfolios.
MQG One Stock Portfolio up 14% vs ASX200 up 4%. Timing the market is paying off.
Europe and the UK not following the Fed.
A look at what performed best yesterday.
End of Day Report – ASX 200 up 3.44% for the Week.
ASX 200 finished up 65 points at 7443 (+0.9%) in another strong day but well off highs as some profit-taking crept in. ASX 200 up 3.5% for the week. Big caps in focus. The iron ore miners shooting the lights out, BHP close to all-time highs up 2.4%, RIO up 2.2% and FMG giving Twiggy…