SUMMARY Bond yields down, tech up, gold up, bitcoin up, lithium stocks higher. Risk goes…
The ASX200 has finished the day strongly, up 86 points (1.1%) to 7782. Closing near…
US equities rose overnight, with all three major indices finishing in the green as markets…
Record highs in the US as they wait for the Fed tonight. RBA dovish – bond yields and Aussie dollar dip. Nvidia messaging – data centre spend growing at 25% pa. Why Banks are at their highs. Because they are big not great. Some brokers buying Resources after the fall. The Copper and Nickel trade. Where to park cash. Nothing for nothing. The best income idea at the moment.
SUMMARY No change to LLC. TNE hits a 52–week high. Held in the Growth Portfolio.…
Fat and Happy at Easter?
Resources taking it in turns.Oil and gas?
Central bank week. What will we learn?
Young people have sussed it.
ASX 200 limped 7 points lower at 7696 (-0.1%) after a positive start gave way…
Bank of Japan today will be the big one and Nvidia Keynote speech.
Two copper stocks doing well. More to come too, I suspect.
Wall Street closed higher overnight, driven by mega-cap growth stocks, which led a rebound in…
Bond yields rise again. Big Tech yet to crack. Big week of Central Bank meetings. RBA and BoJ today. Chinese economic data better than expected. Iron ore up 4%.
Macquarie target price on FMG 42% below the current share price. The difference between forecasts and backcasts. The truth about broker research in the resources sector. AI smarter than humans within a year (depending on which human you compare it to). Elon Musk on prescription ketamine – obviously works.