SMALL CAP PORTFOLIO 2.45pm Updates XRO – Just watched the CEO on CNBC being interviewed.…
ASX 200 up another 20 points to 7015 (+0.3%), off highs but holding up. Banks…
Wall Street rose overnight, buoyed by gains in mega-cap tech stocks and a fall in…

SMALL CAP PORTFOLIO 2.30pm Updates Nothing done in the Portfolio. WBT going well. Almost tempted…

SUMMARY
No change. Stay long and sing a song for now. I have the conch.
Does the RBA really matter?
Santa Claus rally? Two for your stocking.

TECHNICAL SUMMARY
Not many hits today illustrating the market has come off last week’s oversold levels.
S&P 500 breaks down-trend.
MQG hits another 52-week low.
ASX 200 pushes 18 points higher to 6995 (+0.3%). A tale of two cities with…
U.S stocks closed near flat, Dow up 35 points to 34096 (0.1%) in narrow trade. Up 106 points at best and down 72 points at worst. S&P 500 up 0.18% and NASDAQ up 0.24%. Markets were tentative after pos

SMALL CAP PORTFOLIO SUMMARY HM1- Conference coming soon. Uranium gets whacked. Two for the watch…

STRATEGY SUMMARY
No change to strategy. A pause that refreshes? Hopefully.
The Banking Machine shows its strength.
Adding a couple REIT’s to the Income Portfolio.