Added GQG yesterday.
Quarterlies drop.
Lithium podcast to provoke thoughts.
Uranium thoughts.
Historic yields v Forecast yields
Ask the Analyst Friday at 5.30pm
All time high, now or never. Busy week – Fed, Big Tech Results, US Jobs, Australian inflation. Tech Bets looking good – FANG. Woodside picking up nicely in Ideas Portfolio. REA Group kicking goals. India – a Theme for 2024. GOR – The Perils of Individual stocks.
ASX closed up 22 points to 7600 (+0.3%) after shooting higher in morning trade. It…
Wall Street kicked off the week with gains in both stocks and bonds, after the…
SUMMARY All four of the big banks hit 52-week highs. MQG holding a nice uptrend.…
Wall St closed mixed on Friday night in narrow trade. The Dow Jones rose 60…
Adding a 3% weighting in GQG – FUM inflows. 9.5% yield.
Reporting season preview.
US Check-Ins.
Ask the Analyst.
Walk like an Egyptian.
Where the US goes, we will follow.
NAN and DMP – Do Not Disappoint!
Great TV and a new book.
AUSTRALIA DAY The ASX is closed today for Australia day. We will send out a morning Marcus Lite…
Wall Street finished mixed overnight. The S&P 500 marked its fourth consecutive record-high close, driven…