Finally I get something to write about. Markets have been boring all year but now we are getting what I have been waiting months for....

05 August, 2024

Markets don't like uncertainty and Biden pulling out has made the Trump presidency less certain. In fact, in one poll, Harris is already ahead. That's...

29 July, 2024

Last week I said a rotation into small caps had begun and it would be a good time to look at our Top 30 Strategy....

22 July, 2024

CPI was the big announcement last week and we saw some changes to the way the big boys are positioning themselves....

15 July, 2024

A positive week for stocks last week leading to another all time high for US equities. But the most interesting piece of news came from...

08 July, 2024

Weekly Index Movement S&P500-0.0%Nasdaq-0.0%Aussie All Ords-0.3% Before we start today I wanted to talk about how worrying the US presidential debate was last week. The two guys...

01 July, 2024

Weekly Index Movement S&P500+0.6%Nasdaq+0.2%Aussie All Ords+0.8% Nothing much seems to change in this market and every time I sit down to write this commentary feels like Groundhog...

24 June, 2024

Weekly Index Movement S&P500+1.6%Nasdaq+3.5%Aussie All Ords-1.7% Another very positive week for US Growth Stocks but not so for Australian stocks. The big event was the Fed interest...

17 June, 2024

Weekly Index Movement S&P500+1.3%Nasdaq+2.5%Aussie All Ords+1.8% Stocks closed the week more than 30% above the lows carved out in October, with another week led by Tech and...

10 June, 2024

Weekly Index Movement S&P500-0.5%Nasdaq-1.5%Aussie All Ords-0.4% After five straight weeks of gain, markets took a breather last week, which is no surprise when you consider that the...

03 June, 2024