Quiet start to the week. Solid. Strategy remains unchanged. Optus CEO Resigns.Uranium and Oil and gas in focus.
A quiet day – Market up 9 as we tread water after a solid two week rally
Quiet day – narrow range – the pause that refreshes
The market takes a breather – to be expected – oil down 4%, Lithium sentiment takes another hit
We’ve hit the Doldrums – tiny trading range today – Sohn Hearts and Minds gets some attention
The Futures are down 4 points this morning as we think about the 5.2% rally
Foot off the gas – US markets take a bit of a pause.
The Strategy Portfolio is now up 26% this year compared to the ASX 200 up 1%.
A look at the Marcus Today SMA performance.
SPI Futures up 490 on the back of the lower than expected CPI number.
ASX 200 up 105 points on the back of a good CPI number – REITs, Resources, Tech and Lithium come alive.
That’s better – the market had another good day – we have absolutely nailed the bottom of the market in the Ideas and Strategy Portfolios – you know what they say when you are standing at your desk punching the air in delight…..