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…..

Our market up 40 midday as we wait for the US CPI number tonight which could fill or kill the recent rally