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…
The market struggling as banks drop on the back of a Macquarie downgrade
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…
SUMMARY There are Income Stocks – and there are stocks with high yields. Why brokers…