Podcast Section

Members Podcast Thursday

I am taking some profits today in the IDEAS PORTFOLIO and throwing in the towel on the BHP and MQG one stock portfolios for the moment. The sugar hit from the RBA pause is well and truly over. That didn’t last long. The ASX 200 was up 33 on the day of the pause, dropped 26 yesterday and the futures are down 37 today.

Members Podcast Wednesday

Yesterday’s RBA rate pause could have been a mistake. Coming into focus now is the quarterly CPI number on July 26. Everyone seems to have forgotten the March quarter number (7%) and the June quarter number is still going to be 6% plus, which is still well above the RBA’s target.

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