A Rant

A RANT Got caught on the ABC Radio Adelaide this morning. They were talking about the boom in online broking accounts that CommSec are reporting and ASIC is warning about (being conservative is their job). Of course there’s been a boom, everyone’s looking for something to do in isolation plus we are in the middle…

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Australia back in business by July

“Australia back in business by July” is the message from the cabinet meeting yesterday. The government clearly don’t want to be seen to be slow getting the economy going again and have developed a few catch phrases like “A sustainable COVID-19 Safe Economy” which means continuing with social distancing and safe hygiene. They expect the…

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Trade War Irrelevant

SPI down 7 but Dow Futures down another 300. A few strategy points to make this morning. TECHNICALLY One bad day…or a new trend – Friday’s 5% drop at first sight risks being the start of a bigger correction (corrections start fast) although all Friday did was negate the previous two days and whilst one…

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End of The Month

Ugly day as the market turns over – Sell in May and Go Away they say – certainly true today. Headlines about Trump imposing Tariffs on China may be the catalyst, that old chestnut. Other market themes were bound to pop up – we lost our peripheral vision as we focused on COVID-19. Trade war…

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On the Couch with Henry Jennings and Julia Lee

On the Couch with Henry Jennings and Julia Lee

In this episode, Henry catches up with his good friend, Julia Lee, who is probably well known to many through her media appearances. Julia Lee is the Chief Investment Officer at Burman Invest. She has 20 years of experience in financial markets. Her passion for investing combines fundamental and technical analysis to analyse companies and…

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Boring safe stocks have run their cours

POINTS OF INTEREST The geared recovery sectors are bottoming in the US – Energy, Small companies, Airlines some of the best performers – same will happen here. Financials also leading the recovery – up 5-6% in the UK and leading in the US as well. Our banks appear to be bottoming. Resources not left behind…

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The “Restart” theme continues

The “Restart” theme continues. Bondi Beach is about to open, various States in the US are planning their re-openings and its fair to assume that the dominant theme for the stock market amidst the horrific/predictable/discounted economic headlines is getting the local and global economies back on the move. Generally happy to be in the market.…

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Economic restart

BULLET POINTS The low point is surely behind us as the headlines turn towards ECONOMIC RESTART. But not so quick…. Boris back in charge – Boris is back on the microphone this morning making it clear that the UK are not going to prematurely lift social-distancing requirements and asking UK citizens to contain their impatience.…

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