ASX 200 retreated significantly as bank weakness, retail woes and commodity issues pushed us down…
US stocks closed edged higher overnight, just finishing above the flatline in a fairly uneventful…
RBA – Higher for longer.
Banks crush it again.
Target of 7800 reached. Now what?
Adding HCH as a copper play.
QIP gets another bid
SUMMARY The S&P 500 resumes its 3EMA uptrend. ILU roars ahead. Up 5.3% on its…
SUMMARY Giving up on the correction until proven otherwise. Preferring the US to Australia. The…
ASX 200 trades quietly up 11 points at 7805 (+0.1%) after a great day yesterday.…
Giving up on the correction until proven otherwise. Preferring the US to Australia. Weight of money holds everything up. Happy to buy banks with buybacks supporting high multiples. Respecting the change of trend in FMG.
Buying FMG in the One Stock Portfolio.
Adding a 20% holding in FANG in the Strategy Portfolio.
Buying a 5% holding in WBC in the Income Portfolio. Ex-dividend tomorrow.
Buying 5% holding in ANZ in the Income Portfolio. Ex-dividend on Monday.
Assessing stocks to buy in Growth Portfolio.
RBA wash up – Not good for housing and consumer discretionary.