Dow Jones up 177 points (+0.50%). Up 283 points at best. S&P 500 up 0.99%. NASDAQ up 1.9%. Dow Jones up 0.66% on the week.

SUMMARY So close yet failed at the 14th. US GDP upsets the bull run. ECB raises rates. No cuts to come. Two myths busted. Both starting to look more appealing. Results season beckons. What do we know already. No End of Day Podcast. Off to watch England Denmark I had this whole piece ready today,…

SUMMARY Fed raises rates. Markets yawn. Data dependent. Clear air now. MQG AGM Looks underwhelming for a change. Nick fails to fire. Australian Inflation at 6%. Next stop 5%? Maybe. Is that a soft landing I see before me. Comparisons are good. PMV looks cheap. Quick Takes: IGO makes a pig’s breakfast of things. MQG…

SUMMARY  US results – Is it safe? Dow up 12 days straight. One more to come! Still watching from the sidelines on the Nasdaq. Long S&P 500 ETF. Missed the BHP rally. Caught the WHC rally. Some do like it hot. Banks according to Morgan Stanley. Inflation may not be as dead as we hope.…

SUMMARY Big week in US coming. Microsoft the focal point. Then the Fed. The Poseidon adventure update. On the Couch podcast with nickel in focus. Houston, we have a problem. Costs and writedowns. Transitions are tough. Rough road for some. QUICK TAKES It is going to be a big week. X marks the spot. 11…

STRATEGY Big week but more a bystander at the moment. MQG AGM, a focal point for OSP. Fed to raise but then what? Earnings season looms. Not much to add today. I have sold out of the HNDQ ETF last week. Only holding the IHVV in the strategy portfolio. Nothing in the One Stock Portfolio.…

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 long S&P 500 which has underperformed. Maybe time to look at taking some money off the table in the banks. Backed Sam Kerr for Golden Boot. Another lesson reinforced. The time has come for all good men. Yesterday I was…

SUMMARY Market looks a little tired and waiting for a fresh catalyst to push either way. Results? China? Bueller? RIO and BHP production reports. Not much to get excited about. Mission accomplished. Maybe a bit premature! Two FAANGS are out and not so flash. Is it time to bank the money? Macquarie Group (MQG) –…