Added some more ABB. Sold some of the ARU to take a fabulous profit.
The Fed is in No Hurry.
A look at Dr Copper.
High PPI numbers see bond yields higher again. Fed Meeting next week – messaging will be “No rate cuts yet” and “No rush”. RBA Meeting next week – Same same – No rush. Some cracks in Big Tech as Nvidia froth blows off and Adobe down 10% after hours. Five EV stocks down more than 80% in 3 years and one going bankrupt. Did Macquarie call the top on banks? Resources popped for a day but back in downtrend today. Lots of lithium newsflow – good and bad. Mostly bad.
Wall Street ended in the red overnight, weighed down by losses in chipmaker stocks for…
ASX 200 fought back from large losses to close down only 43 points at 7670…
Overnight, the S&P 500 and NASDAQ edged lower, driven by profit-taking in chipmaker stocks. The…
LTR funding package.
Would you be happy short PLS? Barry Believes.
A look at MQG from The Call yesterday.
Is WOW a once-in-a-decade opportunity?
SUMMARY LLC kicking goals. Up 6.6%. Exiting BOE with a loss. Too volatile and the…
Bond yields going up again. Interest rate sensitive sectors at risk. Big week of Central Bank action coming up – FOMC, RBA, BoE, BoJ. Big Tech momentum fading.
Selling BOE in the Ideas Portfolio (Uranium too volatile). Iron ore down again. We have no BHP, RIO or FMG. 17% cash in both the Income and Growth Portfolios.
Strategy Portfolio still fully invested. Waiting for that “One Bad Day”. No sign of it.
ASX 200 slipped 16 points to 7714 (-0.2%) as banks came under pressure finally. The…