Reports Section

Marcus Take Friday

We survive again. Apple up 6.1% on results. Holding on still. Volatile stuff. Macquarie – Profit down 32%. “Cautious”, “Conservative” – Hmm. Fed’s dovish “No rate rise” news seen as better than “No rate cuts yet”. Jobs numbers tonight. Diary for next week. RBA Tuesday. Education Corner – 10 Farrell Rules. 10 Marcus Rules.

Marcus Take Thursday – Fed OK. NAB OK. Apple, Macquarie, Jobs Numbers and the RBA to come

Fed Predictable – Dovish if anything. Still got our finger on the trigger but haven’t pulled it yet. NAB Results look OK – share buyback increased. Dividend flat. US market popped and dropped. Bit weird. Apple tonight, Macquarie tomorrow. RBA Tuesday. What’s next after Big Tech results. Into the void. Education Corner – Corrections are Great! And what to do about them.

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