SMALL CAP PORTFOLIO SUMMARY The pivot is momentous. More upside to come. US outlook update. Market depth is broadening. ‘Reaffirm’ is the word. Lithium kicks. Shorts worried? Added RF1, DYL and more WBT yesterday. ASX200 to play catch up. Small caps in focus. How to play. Xmas Ask the Analyst tonight. Hot stocks from the…
Dow hits all time high on Powell comments. Dovish tilt. Portfolios well positioned to take advantage. Adding GMG, WDS, GQG, and a Small Caps ETF to the Ideas Portfolio. Big tech was only modestly higher. Gold and Lithium flying.
US equities rose sharply higher overnight after the Fed held rates at 5.25%-5.5% as expected, but the Fed’s “dot plot” indicated three rate cuts in 2024. The Dow rocketed up 512 points (+1.40%) to close at a record high of 37,090, marking a fifth consecutive session of gains. S&P 500 up 1.37%, now less than…
Santa is on his way. Adding DYL and more WBT today. The avalanche of cash begins. Where to put it?
All major global indices overbought on a daily basis. GMG hits a 52-week high. MQG breakout looking more convincing by the day. Real Estate Sector ov
ASX 200 powers to a 5-month high of 7378 up 120 points (+1.7%) as the Fed delivers in time for a very happy Xmas. A leap this morning on the open following the dot plots and the Q&A session. Bond yields tumbled with the Australian 10-year yield back to 4.12%. Financials, REITs rallied hard, the…
Another look at Chemist Warehouse Group (CWG) and the Sigma (SIG) deal. Dogs of the Dow theory. How have Livewire readers tips gone in
US equities closed mostly higher overnight, finishing near best levels after inflation data did little to alter views for the timing of a rate cut by the Fed next year. The Dow Jones advanced 173 points (+0.48%). Dow up 191 points at best. Dow down 32 points at worst. The S&P 500 hit a fresh…
A lot of stocks overbought but few sell signals indicate a bullish trend to the market currently. The CBA overbought on a daily basis. REA hits a 52-week high. Crypto ETF’s with a daily sell signal. DTL hits a 52-week high.
