International Women’s Day – AI afterburners on – Interest rate cuts moving from myth to reality – a podcast with Louise Bedford – the anatomy of the 1987 Crash and the lessons from it.
Macquarie The ‘millionaires factory’ is famous for its rapid growth and profitability. Macquarie Bank gained…
GQG-DRO news.
DXB – Crunch time coming.
What is Fair Value?
Is this a Boom looking for a Bust?
On the Couch Podcast.
Wall Street advanced overnight, with the S&P 500 achieving a record closing high, driven by…
SUMMARY Markets continue higher looking unstoppable, until it all ends of course. We have gotten…
AI after-burners are on. Now we’re getting frothy. But don’t sell anything yet. Record highs here today. Powell pacifies – ECB concurs. Aussie 10 year bond yield under 4%. Rate cut hope will soon be a reality and its blowing the equity markets along. Some Lithium shorts covered last week. Iron ore the new target. BHP and RIO ex-dividend. US jobs numbers tonight.
I was in London in 1987, in October, during ‘The Crash’. We still look back and wonder why it happened…
Powell is a nothing burger!
ZIP in focus. UBS upgrades.
Sold GMD yesterday. Added LTM. LPI gone.
The Lucky Shag it is for Perth Meeting.