Giving up on the correction until proven otherwise. Preferring the US to Australia. Weight of money holds everything up. Happy to buy banks with buybacks supporting high multiples. Respecting the change of trend in FMG. Buying FMG in the One Stock Portfolio. Adding a 20% holding in FANG in the Strategy Portfolio. Buying a 5% holding in WBC in the Income Portfolio. Ex-dividend tomorrow. Buying 5% holding in ANZ in the Income Portfolio. Ex-dividend on Monday. Assessing stocks to buy in Growth Portfolio. RBA wash up – Not good for housing and consumer discretionary.