SUMMARY US results – Is it safe? Dow up 12 days straight. One more to…
SUMMARY Big week in US coming. Microsoft the focal point. Then the Fed. The Poseidon…
STRATEGY Big week but more a bystander at the moment. MQG AGM, a focal point…
US markets ended the week mixed as most US mega-caps slipped. Dow edged higher, up 3 points (0.01%). S&P 500 up 0.03%. NASDAQ lost 0.22%
SUMMARY Selling Nasdaq RETF today. The signs are there. Can always jump back in. Staying…
SUMMARY Market looks a little tired and waiting for a fresh catalyst to push either…
SHOW ME THE MONEY SUMMARY Microsoft points the way with its Copilot. The Killing Season…
SUMMARY Sticking with US positions ahead of earnings season ramping up. Tesla and Microsoft the…
The ASX 200 closed flat, down 5 points to 7299 (-0.1%), after clocking its best…
A solid week for all markets last week on the back of a lower-than-expected CPI number in the US, followed by a similarly lower-than-expected PPI number (lowest in 3 years). The ASX 200 was up 261 points, taking it up 3.70% with a close above 7300. The ASX 200 is 4.5% away from the top hit four times in the last two years. It’s quite some resistance level. The Dow Jones put on 774 points (+2.29% – but it’s a rubbish index), and the S&P 500 and NASDAQ put on 2.42% and 3.31% as Tech responded to lower bond yields.