All of this weeks’ podcasts in one place.
An interesting story on iron ore today.
The S&P 500 and the Dow reached record highs overnight, driven by growth and tech…
Investing is easy, just buy Nvidia.
Fedspeak suggests the Fed is in no hurry.
PLS results in focus.
DMP- Change of mind.
Retail winners/losers.
Nvidia up 16% – A Lesson in Bubbles. Block up 11% after hours on results in the US. Upgraded guidance. Australian stock market looking “so 1980s”. Stocks covered today – FMG, NST, PLS, MPL, QAN. We only hold MPL. Main Results expected today – SQ2, NEM, BXB, LTM, LYC, SFR. The China Problem – manipulating their stock market.
ASX closes off highs at 7636 up 32 points (+0.4%). Down 14 points for the…
We are over the hump of results with this day going down in history as Nvidia adds the market cap of Netflix in one night
ASX closes off highs at 7636 up 32 points (0.4%).
Chip fever hit hard today
ASB sinks. Gold tanks.
WDS sells down Scarborough
SUMMARY MQG will be interesting today. Upside gain is limited. Bit of relief for BHP…