The Strategy Portfolio stays fully invested, we have the feeling that things are Toppy but until they fall over, we’re in.
PCE rises – No surprises – No hurry either.
The Hare is running in Lithium.
Added DRO yesterday. Took some profits in PMT up 39%
The S&P 500 and NASDAQ hit record highs, propelled by AI-related tech stocks, as inflation…
SUMMARY ASX200 within a point of its all time high. Staying in cash in the…
Lithium stock bounce – A rally or a material pivot point? Macquarie – missing recent gains but not buying. End of the results season – we can get back to thinking rather than reporting. Directors buying LLC and BEN. What its like being a broker in a dog eat dinner world. End of the month – the scores on the doors.
ASX 200 closes up 47 points to 7724 (+0.6%) on an all-time high. Defensive sectors were…
Woolworths (WOW) results: Fell 6% on the day and has since fallen into a bit…
Sonic Healthcare (SHL) results looked reasonable but saw it pummelled, down 8%. Profit came in…
National Australia Bank (NAB) results: Up a mere 1.6% since reporting, meeting most brokers expectations.…