Reports Section

Marcus Take Tuesday – Selling a few things including BHP and RIO

A lot of Big Cap sell signals after yesterday. Lessons from yesterday’s sell down – Banks are not the Messiah. On Alert. Resources sector breaking down – Selling BHP and RIO in Growth and Income. Too early to bail on Big Tech. Waiting for that “Big down day”. Income Re-vamp – Selling AFG, SHL, CGF and PPT (after it goes ex-dividend tomorrow). CPI Numbers in the US on Wedcnesday the focus. More risk than reward.

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