Portfolio additions. DRO and KGN.
AZS wobbles on FIRB concerns.
Thoughts on Tesla
Education Corner – What are Futures?
See you in Perth. Back Wednesday.
Wall Street ended higher overnight, near best levels, building on the positive momentum from yesterday's…
Resources to banks switch kicks off.
No hurry to buy gold miners. Quarterlies drop.
ASX200 where to from here?
Tesla promises yet again. Cheap model?
SUMMARY Sold both gold exposures yesterday. NST for a nice 8.6% profit. BGL in contrast…
Focus on Australian CPI at 11:30am. Selling SNAS trade – downtrend loses traction. Good start to Tech results. Tesla up 11.3% after hours (is Tesla a Big Tech?). Meta, Microsoft and Alphabet results to come this week. US PCE Price Index number on Friday the main signpost. Citi says buy the dip. UBS says Big Tech profit growth to collapse. Some Stats on corrections. Education Corner – Ten Investors – which one are you?
ASX 200 fell 1 point to 7683 (-0.01%) after a CPI gut punch stole the…
US equities rebounded overnight after the $2 trillion sell-off last week, which saw the S&P…
Sold all the GEAR.
Gold drops hard.
DEG quarterly. Gold shopping list.
Federal Budget in focus.
US earnings season.
Members Meet Friday in Perth
SUMMARY Gold sold off yesterday. Opening update: Gold belted. Both BGL and NST below stop losses.…
Standard “Buying the dip” as Middle East risk dissipates. Eyes on Middle East – doubt its all over. Not buying the dip. Tesla’s Bubble bursting in slow motion. Results tonight. Big Tech results start rolling tonight. Eyes on CPI today. US inflation numbers on Friday. Education Corner – Why some Members don’t care about share prices.