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.

Pre-Market Report Tuesday

US markets kicked off the final week of August in the green ahead of key economic data, ending just off best levels. The Dow rose 213 points (+0.62%). Dow at best up 306 points. S&P 500 up 0.63%, and the NASDAQ rose 0.84% despite Powell’s comments over the weekend the central bank may need to…

Marcus Take – Turning our focus to the MT Portfolios

SUMMARY Turning our focus to the MT Portfolios. Low volumes ahead of US inflation and jobs numbers. Chinese stimulus looks superficial at best. But might help resources short term. Ho Hum market – now below the pre-pandemic high – we need a bull market. Appen (APX) – down 32% yesterday – sometimes fundamentals do work.…

Members Podcast Tuesday

Turning our focus to the MT Portfolios. Low volumes ahead of US inflation and jobs numbers.Chinese stimulus looks superficial at best. But might help resources short term. Ho Hum market – now below the pre-pandemic high – we need a bull market. Appen (APX) – down 32% yesterday – sometimes fundamentals do work. Results season rolling into the buffers – a lot of stocks now de-risked. Some buyers of BHP – has a dividend coming up on September 7.