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Marcus Take – Tech Bets Waiting On Jobs Numbers

Jobs numbers set to kill or fill our recent hopes for a peak on rates. End of the results season – Hooray. What an analyst goes through. Retirement Today – Timing the Market – A good game. US closed on Monday for the Labor Day holiday. Some dividends coming up include BHP, FMG, MIN. And BEN. Henry away for three weeks – the PRE-MARKET podcast has a dazzling new host (Me!).

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The risk on rally is alive for another day. More weak economic numbers helping overnight. Inflation number tonight. Jobs numbers Friday. US closed Monday.
Bought FANG, LNAS and BHP yesterday. Just a trade at this point. Hoping the rally is not just an end-of-month thing. Strategy Portfolio still in cash.
Good CPI number yesterday – RBA Meeting on Tuesday. Last trading day of the month. Last day of the results season. Should we beware The Ides of September? Seasonal chart in today.

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