As of November 3 2023 we are back in the market. We have had a fabulous year so far, up 26% against the All Ordinaries index up 1% – we’ve achieved that largely thanks to a very well-timed trade in the FANG and NASDAQ (NDQ)

Picking out some of the more interesting signals today and adding one stock to the IDEAS PORTFOLIO

INDUSTRIALS                   TECHNOLOGY       RESOURCES             SMALL INDUSTRIALS