SPI Futures down 46. A much higher jobs number than expected didn’t seem to disturb…
All of this week’s Marcus Take Podcasts in one place.
THE WEEK THAT WAS It's always interesting. There's always something going on. This week, we…
US equities and bonds took a breather overnight ahead of key non-farm payrolls data tomorrow.…
SUMMARY Falling bond yields fuel fresh momentum into GMG. Hit a record high yesterday. KGN opens…
SPI Futures up 18 – Low volume last night. Jobs tonight – predictions of a weak number. Canada Cuts, the ECB cuts – Will Australia cut? No. The Wall of Money – a 3-5 year bull market. ASX closed Monday.
Added two lithium plays yesterday
Does it matter if central banks don’t cut? Who sets your mortgage rate anyway?
GQG knocks the lights on FUM
ASX 200 pushed 38 points higher to 7860 (+0.5%) for a third day of gains.…
Added some NEU yesterday.
Tax loss time – Selling some of the dogs.
Seven disappointments that fundies are buying.
Did someone say STAGFLATION?
SUMMARY Getting interested in Gold after bond yields fall for three straight days. All the…