A lot of Big Cap sell signals after yesterday. Lessons from yesterday’s sell down – Banks are not the Messiah. On Alert. Resources sector breaking down – Selling BHP and RIO in Growth and Income. Too early to bail on Big Tech. Waiting for that “Big down day”. Income Re-vamp – Selling AFG, SHL, CGF and PPT (after it goes ex-dividend tomorrow). CPI Numbers in the US on Wedcnesday the focus. More risk than reward.
Making changes – some dramatic changes to our portfolios today as we run up a bit of cash
Is the Magnificent Seven now the Fab Four?
Who is buying all the Gold?
US Core CPI data this week.
Usual US Check Ins.
Wall St closed down on Friday night. Initially buoyed by a positive jobs number before…
ASX 200 cratered 143 points to 7704 (-1.8%) as banks gave up frothy gains from…
ASX 200 cratered 143 points to 7704 (-1.8%) as banks gave up gains from Friday.
Iron ore weakened in Asia dragging down the big miners