SIgns of a market top

Why did NVidia become the worlds most valuable company?

Are Stocks Overvalued.

Sometimes I think we make things too hard with investing

Which sectors should be focus on post election?

Why did stocks fall last week?

Australia could steal Uranium enrichment from Russia

I’ll never understand why anyone buys Tesla.

Should we be concerned about recession or high interest rates?

Maybe the Gold Bugs have it right?

You would think I would have learnt by now that the market is always right and I should just listen to it.

We are back to good news being good news again. Phew. That makes things easier.

Maybe I should be careful for what I wish for.

Last week I wrote that I was hoping for a down week so I could buy more QQQ. Well, I certainly got it in one of the most bearish weeks of the year.

Nvidia’s much-anticipated quarterly results may have headlined the week, but inflation from Friday isn’t to be overlooked.

“The Time Has Come to Adjust Policy”

Stock traders do make me laugh. The current focus on short-term leads to the majority of traders doing the wrong thing.

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. A time to buy

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. A time to buy

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 really why markets fell last week.

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. It is still up 8% this month despite the sell off this week.

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

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 the employment report on Friday.

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 fighting it out to be the Leader of the Free World argued over who is better at golf….

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 Day. The only difference this week is that Nvidia has become the most valuable company in the US…

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 rate decision. They kept rates on hold that surprised no-one and the Chair Powell press conference did nothing…

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 related names in communications services. Growth indices and the NASDAQ outperformed while small caps and value lagged. Utilities’…

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 S&P500 has seen 23 weeks of gains in the last 30. There have only been a handful of…

Weekly Index Movement S&P500 +0.0% Nasdaq +1.4% Aussie All Ords -1.1% After four weeks of rallying, markets took a breather last week, despite stellar earnings from the artificial intelligence (AI) darling NVIDIA. For the full year, the S&P 500 is still up by about 10% so some kind of pause…

Weekly Index Movement S&P500 +1.6% Nasdaq +2.1% Aussie All Ords +1.4% My oh my. The Dow Jones Industrials just closed above 40,000 for the first time ever. The S&P500 and Nasdaq also hit new records last week. “This achievement is a testament to the powers of capital formation, innovation, profit…

How bearish can you be when the S&P is within 1% of an all-time high?

Weekly Index Movement S&P500 +0.5% Nasdaq +1.0% Aussie All Ords +0.1% The question is – why did stocks go on a rollercoaster ride last week? To understand this we need to understand why stocks rallied for 5 straight months in the first place and that comes down to expectations of…

Weekly Index Movement S&P500 +2.8% Nasdaq +4.0% Aussie All Ords +1.5% I trust you followed my advice last week and bought large cap tech after the 5% pullback? I got long the Nasdaq 100 (you can use QQQ or if you want more excitement QLD) and am very happy with…

Weekly Index Movement S&P500 -3.0% Nasdaq -5.4% Aussie All Ords -2.9% Nothing stays the same in stock markets for long. Five straight winning months without a 2% decline were then followed by three straight down weeks, featuring a rare six-day S&P 500 losing streak and five successive sessions last week…

Weekly Index Movement S&P500 -1.5% Nasdaq -0.6% Aussie All Ords +0.3% While April has historically been one of the best months of the year from a seasonal perspective, it hasn’t gotten off to a good start in 2024. Mmall-caps, mid-caps, Financials, HealthCare, and Real Estate are all down more than…

Weekly Index Movement S&P500 -1.0% Nasdaq -0.8% Aussie All Ords -1.6% Bulls let Bears gain a little ground last week as the Fed tried to calm down expectations of when the first interest rate cut will happen. Jay Powell said the Federal Reserve’s job of bringing down inflation was “not…

Weekly Index Movement S&P500 +0.4% Nasdaq -0.5% Aussie All Ords +1.6% Another week another new high, although this time it was energy and financials powering the index higher. Selling in Apple and Tesla dragged down the Nasdaq. The S&P500 is now up 10.2% for the year and this quarter was…

Weekly Index Movement S&P500 +2.3% Nasdaq +3.0% Aussie All Ords +1.3% Powell Unleashes Bulls Last week was Central bank week and both Australia and the US surprised me. First was Australia, Michelle Bullock walked the tightrope and delivered a message so neutral markets didn’t move. There was something in there…

Weekly Index Movement S&P500 -0.3% Nasdaq -1.6% Aussie All Ords +1.2% For the first time in 8 weeks, markets produced a negative performance. But it wasn’t like that on Thursday when the US was at a another new high. This week it was Fed Chair Powell that lit the fire…

Weekly Index Movement S&P500 +1.0% Nasdaq +2.0% Aussie All Ords +1.4% Another week another new closing all-time high for the S&P500 which is now at 5,137. It seems only a couple of weeks ago the index was crossing 5,000 for the first time and now we have gone through 5,100….

Weekly Index Movement S&P500 +1.7% Nasdaq +1.4% Aussie All Ords -0.1% Bulls pushed markets higher again last week, mainly due to extremely strong quarterly earnings from NVidia (NVDA) The S&P500 added 1.7% for the week and finished at record highs. Last week was the 15th advance in the past 17…

Weekly Index Movement S&P500 -0.4% Nasdaq -1.5% Aussie All Ords +0.3% Last week the US market had a little wobble when the January inflation numbers came out. Inflation in January was down to +3.1% from the +3.4% of the prior month. But core was up +3.9% yoy and is showing…

Weekly Index Movement S&P500 +1.4% Nasdaq +1.9% Aussie All Ords -0.6% Another week and another new record high for US stocks. The S&P500 index finished the week over 5000 for the first time ever. Stocks are certainly not cheap, but there is still room for them to continue higher. This…

Weekly Index Movement S&P500 +1.4% Nasdaq +1.3% Aussie All Ords +1.9% Lots of news last week to get through but all you really need to know is US indexes finished at new all-time highs. The bull market is in full force and seems unstoppable. Let’s get into the macro first….

Weekly Index Movement S&P500 +1.1% Nasdaq +0.6% Aussie All Ords +1.7% Last week saw the indexes close at new record all-time highs. The Dow Jones 30 exceeded 38,000 for the first time ever. This comes after a 2-year period without a new record high. And stock market history suggests this…

Weekly Index Movement S&P500 +1.2% Nasdaq +2.9% Aussie All Ords -1.0% After the last two months of 2023 where other stocks besides the ‘magnificent seven’ not only managed to rally but even outperform the major indices, 2024 has been a return to normalcy of sorts where the megacaps are once…

Weekly Index Movement S&P500 +2.5% Nasdaq +3.4% Aussie All Ords +3.2% Welcome to 2024 We are back from our little holiday hiatus and usual programming will commence. After snapping a nine-week winning streak to start 2024, stocks got back to their winning ways last week.‌ All three major indexes advanced…

Weekly Index Movement S&P500 +2.5% Nasdaq +3.4% Aussie All Ords +3.2% I’m shocked. Just when I thought the Fed were about as predictable as the sun rising in the morning…..Powell turns around and teaches me not to get too complacent. I was drafting this note last week and preparing what…

Weekly Index Movement S&P500 +0.2% Nasdaq +0.5% Aussie All Ords +1.6% A very quiet week in stock markets saw the Australian market outperform the US in a rare event. mainly driven by iron ore prices. Chinese steel exports are up 33% this year in a good sign for Australian resources….

Weekly Index Movement S&P500 +0.8% Nasdaq +0.1% Aussie All Ords +0.6% It was a fairly quiet week with not much to talk about. The biggest moves came in the bond markets where the 10-year yield dropped to under 4.3%. Remember, it was this very same yield rising to 5% from…

Weekly Index Movement S&P500 +1.0% Nasdaq +1.0% Aussie All Ords -0.3% The catch-up rally continued last week and will probably roll on into year-end. US Stocks have an almost goldilocks scenario. Profits came in 1.3% higher than the same period last year, the economy is growing and the next move…

Weekly Index Movement S&P500 +2.3% Nasdaq +2.3% Aussie All Ords +1.6% Inflation Cools and Small Stocks Rip US inflation was announced on Tuesday and came in at 0% for the month and 3.2% for the year. That is the lowest reading since September 2021 and boy-o-boy did stocks react Large…

Weekly Index Movement S&P500 +1.3% Nasdaq +2.8% Aussie All Ords +0.0% The positive buying sentiment continued last week. Up until Wednesday at least. That 7 session winning streak was the best for 2 years. But a poor 30-year bond auction brought it to an end on Thursday. In fact, it…

Weekly Index Movement S&P500 +5.8% Nasdaq +6.5% Aussie All Ords +2.3% Wow. That was a massive week. After getting my timing out by a week, it is nice to see markets behaving as predicted. As you know I have been saying the 10yr yield will stabilise and stocks will rally…

Weekly Index Movement S&P500 -2.5% Nasdaq -2.6% Aussie All Ords -1.1% Hopefully you didn’t listen to me and buy everything two weeks ago as things have become a fair bit cheaper now. Stocks entered correction territory last week, down about 10% from their peak in late July. A renewed run…

Weekly Index Movement S&P500 -2.4% Nasdaq -3.2% Aussie All Ords -2.1% Last week was a case of more of the same. Bond yields rose after Fed Chair Powell’s speech on Wednesday. The 10yr touched 5% mid-week but settled back at 4.92% on Friday. Stocks fell as yields went higher. Federal…

Weekly Index Movement S&P500 +0.5% Nasdaq +0.1% Aussie All Ords +1.4% Stock market moves for the past couple of months have been dictated by bond prices. Or, more meaningfully, bond yields which have been climbing. The 10-year bond yield went over 4.8% in the prior week, which is a move…

Weekly Index Movement S&P500 +0.5% Nasdaq +1.8% Aussie All Ords -1.5% Treasury yields ripped higher this week as the economy showed continued strength, particularly after a surprising increase in job openings. The yield on the 10Yr treasury surged to over 4.8% which is the reason stocks have been weak for a…

Weekly Index Movement S&P500 -2.9% Nasdaq -3.3% Aussie All Ords -2.8% A tough week for investors as major averages suffered their worst percentage losses since early March, buffeted by rising interest rates, rising oil prices, an auto workers strike against the biggest U.S. automakers, and the distinct possibility much of…

Weekly Index Movement S&P500 -0.16% Nasdaq -0.39% Aussie All Ords +1.7% The Aussie market closed out a positive week, up by 1.7% on the back of positive moves for Iron Ore and Oil. However, the S&P 500 and Nasdaq both suffered a second straight week of losses, lower by 0.16%…

Weekly Index Movement S&P500 -1.3% Nasdaq -1.4% Aussie All Ords -1.8% More weakness last week in US stocks mainly due to rising interest rates. To explain why we need to go back to the classroom. I know this might sound amazing, but charts don’t move stock prices. (please don’t send…

Weekly Index Movement S&P500 +2.5% Nasdaq +3.2% Aussie All Ords +2.1% Stocks closed out the last week of August in rally mode after falling for much of the month. The Nasdaq Composite led gains, rising more than 3% last week while the S&P 500 gained 2.5%. The Australian All Ords lagged…

Weekly Index Movement S&P500 +0.8% Nasdaq +1.7% Aussie All Ords -0.5% We are still seeing a good bit of volatility but at least we got some gains last week. Fed Chair Powell spoke at Jackson Hole. (interesting fact, Jackson Hole has been the venue for this meet since 1981. Prior…

Weekly Index Movement S&P500 -2.1% Nasdaq -2.2% Aussie All Ords 2.5% Both the US and Australian share markets fell last week. But for different reasons. The US is adjusting to the idea interest rates will remain high for a lot longer. Australia is adjusting to the fact their major trading…

Weekly Index Movement S&P500 -0.3% Nasdaq -1.6% Aussie All Ords +0.2% After surging for most of the spring and early summer, US markets have taken a breather so far this month. The action has been typical from a seasonal perspective since August has historically been a time of year when…

Weekly Index Movement S&P500 -2.3% Nasdaq -3.0% Aussie All Ords -1.1% If you read the headlines last week you would have seen something like: “Markets fall on US Credit Downgrade” But that’s simply not true. Yes, Fitch did downgrade US credit from AAA to AA+, but that is not why…

Weekly Index Movement S&P500 +1.0% Nasdaq +2.1% Aussie All Ords +1.2% All three of the major averages closed last week with gains as upbeat results and forecasts from Alphabet (GOOGL) and Meta (META) led the tech-heavy Nasdaq higher. For the year, the Nasdaq Composite is up nearly 37% while the…

Weekly Index Movement S&P500 +0.7% Nasdaq -0.9% Aussie All Ords +0.1% Global markets started strong last week but poor results from Netflix (NFLX) and Tesla (TSLA) caused some selling of growth stocks towards the end of the week. We are now starting to see the rally broaden as Industrials and…

Weekly Index Movement S&P500 +2.4% Nasdaq +3.5% Aussie All Ords +3.8% Another great week for global stock markets fueled by low inflation numbers in the US. That lowered interest rate expectations and the Aussie dollar made solid ground against the US Dollar. Headline inflation came in at +3.0%, but core…

Weekly Index Movement S&P500 -1.2% Nasdaq -0.9% Aussie All Ords -2.1% Global markets retreated last week on news of slow growth in China and increasing rates in the US. Looking at price charts of the S&P 500 and Nasdaq shows how steady the rally in Q2 was for the major…

Weekly Index Movement S&P500 +2.3% Nasdaq +1.9% Aussie All Ords +1.3% Global share markets (with the exception of China) rose last week on the back of positive economic growth and declining inflation. Australia got all excited when it looked like inflation was beginning to fall. Headline CPI fell to 5.6%…

Weekly Index Movement S&P500 -1.4% Nasdaq -1.3% Aussie All Ords -2.2% Stocks slipped a little last week after a statement by Fed Chair Powell had traders reassess their interest rate expectations. Asked when inflation will come down his answer was: “The process of getting inflation back down to 2% has…

Weekly Index Movement S&P500 +2.5% Nasdaq +3.8% Aussie All Ords +1.9% The stock market rally continued last week, with the Nasdaq clinching an 8th-straight winning week while the S&P 500 continued its bull run with a 2.5% gain after key news on inflation and a pause in the Federal Reserve’s…

Weekly Index Movement S&P500 +0.3% Nasdaq -0.5% Aussie All Ords -0.3% Much has been written about the current US market rally is due to just the big 7 names but this changed last week. Since last Friday’s jobs report, the Russell 2000 (a small-cap index) has surged 7%. In a…

Weekly Index Movement S&P500 +1.8% Nasdaq +1.7% Aussie All Ords -0.0% The debt-ceiling debacle is now over. They voted 314-117 to approve it. No surprise. What was a surprise to me is how much ground the Republicans gave. They were spouting on about responsible borrowing and managing expenditures with income,…

Weekly Index Movement S&P500 +0.3% Nasdaq +3.6% Aussie All Ords -1.8% Regular readers will know I have been worried about this debt ceiling. Not because they wouldn’t raise it, of course they will raise it, as that is where their pay comes from, but the concern is in how they…

Weekly Index Movement S&P500 -0.3% Nasdaq +0.6% Aussie All Ords +0.5% Clearly, no one listened to me last week when I said be cautious as the US indices all had a good week. The Nasdaq and S&P 500 had their best week since March and their highest weekly close since…

Weekly Index Movement S&P500 -0.3% Nasdaq +0.6% Aussie All Ords +0.5% What you think of the stock market these days will depend a lot on which index you’re looking at.  The Dow was down every day last week and eight of the last nine trading days.  The Nasdaq, on the…

Weekly Index Movement S&P500 -0.8% Nasdaq +0.1% Aussie All Ords -1.2% US banking fears reared up again last week with some crazy moves happening in regional banks. PacWest (PACW) was down 51% on Thursday and then up 82% on Friday. There really is nothing to look at here. There are…

Weekly Index Movement S&P500 +0.8% Nasdaq +1.9% Aussie All Ords -0.3% It was a fairly quiet week for economic data. US GDP came in at only +1.1% verses expectations of +2.0%. Seems growth is slowing, but the fact remains the economy is growing. That’s exactly what the Fed wants to…

Weekly Index Movement S&P500 -0.0% Nasdaq -0.6% Aussie All Ords -0.5% While equities escaped the week with just modest losses, they felt heavy for most of the week.  As things stand now, both the S&P 500 and Nasdaq remain stuck in a sideways range and have stalled out at their…

Weekly Index Movement S&P500 +0.8% Nasdaq +0.1% Aussie All Ords +2.1% Stocks added to year-to-date gains last week after encouraging data on inflation and stella bank earnings propelled stocks to the fourth weekly gain in five weeks. Two years ago, inflation was 2.6%, up from the lows of the shutdown…

Weekly Index Movement S&P500 +0.0% Nasdaq -1.0% Aussie All Ords +0.5% At the index level, it does not look like much happened last week. But under the hood, there was a fair amount of style rotation going on. Expensive, high-priced, growth stocks gained while Value and Dividend stocks lost. This…

Weekly Index Movement S&P500 +3.5% Nasdaq +3.2% Aussie All Ords +3.3% Stocks added to gains last week as traders continued to bet the Fed is almost done raising rates. But volatility in these expectations has been extreme for the past month At the start of February, the market was projecting…

Weekly Index Movement S&P500 +1.4% Nasdaq +2.0% Aussie All Ords -0.7% After the excitement of the prior week, last week was somewhat of a letdown, but there were some important events that we need to cover as the investment landscape is changing. If anyone thinks we are in the middle…

Weekly Index Movement S&P500 +1.4% Nasdaq +5.8% Aussie All Ords -2.2% Apologies for being a day late with our Catch-Up this week but I’ve been hitting the buy button so much I broke it and then had to get a new keyboard before I could type this. What a glorious…

Silicon Valley Bank triggered runs on the entire financial sector Regional Banks hit especially hard – but likely regulation coming Contagion fear creates opportunity in other companies with little to no exposure to the same issues that cut down SVB Schwab down 25% in the last week Schwab is an…

With all the news around the failure of 3 American banks in one week, we wanted to take a little time to explain the situation and some truths. The media will always sensationalise news into headlines that sell products. But when you look under the hood things are often not…

Weekly Index Movement S&P500 -4.5% Nasdaq -3.7% Aussie All Ords -1.8% Last week we said we were expecting a bit of movement but we did not expect 3 separate US banks to fail in the same week and Powell to get traders thinking he is going to add 50bps next…

Weekly Index Movement S&P500 +1.9% Nasdaq +2.7% Aussie All Ords -0.4% After three straight weeks of losses and a weak finish to February, stocks have gotten back on track in March. All three major indices are up over 1.5% in the first three trading days of March with both growth…

Weekly Index Movement S&P500 -2.4% Nasdaq -3.7% Aussie All Ords -0.5% The first quarter of 2023 is turning out to be a game of two halves. Growth assets put in some fantastic returns in January. Tesla (TSLA) was up over 70%. Nvidia (NVDA) was up over 60%. Both are still…

Weekly Index Movement S&P500 -0.3% Nasdaq +0.4% Aussie All Ords -1.0% Clearly, US stocks are not listening to the economic data. It took three announcements of inflation danger last week before traders paid any attention. First, on Tuesday, the US announced CPI inflation. It came in at +6.4% y/y and…

Weekly Index Movement S&P500 -1.1% Nasdaq -2.1% Aussie All Ords -1.8% Markets pulled back a touch last week which was no surprise given how overbought they had become. Rallies seen in some mega-cap stocks were unsustainable and they just couldn’t keep going on like that. This pullback hasn’t done anything…

Weekly Index Movement S&P500 +1.6% Nasdaq +3.3% Aussie All Ords +0.9% We have quite a bit to cover this week as last week was full of news. Overall the markets found it positive and the advance continued. The Nasdaq has now soared 15% to start 2023 Let’s take a look…

Weekly Index Movement S&P500 +2.5% Nasdaq +4.7% Aussie All Ords +0.6% January has been a complete reversal of what we saw in 2022 and last week was another illustration of that point. The Nasdaq was the worst performing index last year and the Aussie All Ords the best. But now…

Weekly Index Movement S&P500 -0.66% Nasdaq +0.61% Aussie All Ords +1.6% It was looking like a frustrating week for bulls as the S&P 500 traded down on each of the first three trading days of the shortened week. Heading into Friday, there was a modestly positive bias, and bulls took…

Weekly Index Movement S&P500 +2.7% Nasdaq +4.8% Aussie All Ords +3.2% Despite concerns about the economy, U.S. stocks have started the year on an uptrend. On Friday, all three major averages closed out their second consecutive winning week. The technology-heavy Nasdaq Composite saw an outsized gain of 4.8% for the week,…

Weekly Index Movement S&P500 +1.5% Nasdaq +0.9% Aussie All Ords +1.2% Welcome to 2023. Thank goodness 2022 is behind us and we can all reset our investing clocks and get excited about making profits this year. The US S&P500 was down 19.4% in 2022. Mind you it was up 26.8%…

Weekly Index Movement S&P500 -2.1% Nasdaq -2.8% Aussie All Ords -0.9% Another confusing week of stock movement where the market didn’t do what everyone expected it to do. First up was inflation numbers which came in at +7.1% year-on-year and just 0.1% month-on-month. It really does look like we might…

Weekly Index Movement S&P500 -3.4% Nasdaq -3.6% Aussie All Ords -1.3% What a difference a week makes.‌ The prior week’s Powell-fueled risk rally that landed the S&P 500 on top of its 200-day moving average for the first time since April has now been fully reversed and then some.‌ What…

Weekly Index Movement S&P500 +1.1% Nasdaq +2.0% Aussie All Ords +0.8% The big news from last week was comments from Fed Chair Powell. “the time for moderating the pace of hikes may come as soon as December” Which the markets took to mean he will raise rates by only 50bps…

Weekly Index Movement S&P500 +1.5% Nasdaq +0.7% Aussie All Ords +1.3% Global stock markets added to recent gains last week in holiday-shortened trade in the US. US markets were closed on Thursday for Thanksgiving and only traded for half a session on Friday as everyone rushed to the shops for…

Weekly Index Movement S&P500 -0.7% Nasdaq -1.2% Aussie All Ords +0.1% Global markets hardly moved last week. Except for China. The Hang Seng China Enterprises Index has surged more than 25% this month. Mind you it is coming off the back of the title of world’s worst-performing market this year….

Weekly Index Movement S&P500 +5.9% Nasdaq +8.8% Aussie All Ords +3.7% It was a monster week for US equities contributing to what has been a very strong fourth quarter so far. Outside of the Nasdaq100, every other major index ETF has rallied 10% so far. Let’s dig into why. First…

Weekly Index Movement S&P500 -3.4% Nasdaq -6.0% Aussie All Ords +1.7% After a couple of weeks of gains, the market fell last week and it was Fed Chair Powell’s fault. Before we explain how he destroyed billions in value in 15 minutes, we will make the quick comment that 85%…

Weekly Index Movement S&P500 +4.0% Nasdaq +2.1% Aussie All Ords +1.5% US stocks gained for a second straight week, despite lacklustre earnings. Last week was all about earnings from the 5 big tech names, so let’s see what we learnt. Alphabet (GOOG), better known as Google, lost 4.8% in the…

Weekly Index Movement S&P500 +4.7% Nasdaq +5.8% Aussie All Ords -1.1% We were all very happy to see the market bounce last week and it wasn’t wholly unexpected given just how oversold everything had become. The week started with fairly good earnings announcements from the banks. Bank of America on…

Weekly Index Movement S&P500 -1.5% Nasdaq -3.1% Aussie All Ords -0.4% Stock markets fell for the week, failing to extend the previous week’s positive performance and posting the seventh negative result out of the past nine weeks. Once again it was a roller-coaster ride for investors around the world with…

Weekly Index Movement S&P500 +1.5% Nasdaq +0.6% Aussie All Ords +4.4% Another rollercoaster week for global stock markets saw the quarter get off to a good start with large gains on Monday and Tuesday but stocks gave up the ground they made by the time it all closed on Friday….

Weekly Index Movement S&P500 -2.9% Nasdaq -3.0% Aussie All Ords -1.6% Wall street closed out a terrible week, month and quarter that brought the S&P500 to a new 2022 new. The low of 3666 was broken on Friday as the index finished the quarter on a new low for the…

Weekly Index Movement S&P500 -4.6% Nasdaq -4.6% Aussie All Ords -2.7% Down and down she goes, where she stops, nobody knows. Global equities are tanking as interest rates surge at what, in some cases are unprecedented rates. Last week, Sweden’s central bank raised rates by a full 1%. The Bank…

Weekly Index Movement S&P500 -4.8% Nasdaq -5.8% Aussie All Ords -2.3% When last week began, the U.S. economy saw signs of hope. Gas prices had fallen around 10%, used cars prices dropped 4% — it looked like the Fed’s attempt to cool inflation might actually be working.‌ Unfortunately, August’s Consumer…

Weekly Index Movement S&P500 +3.6% Nasdaq +4.0% Aussie All Ords +1.2% After three straight weeks of losses, US stock markets put in a positive week which makes us ask the question “why did stocks find their feet last week and what does this portend for the rest of the month?”…

Weekly Index Movement S&P500 -3.3% Nasdaq -4.0% Aussie All Ords -3.9% Both the Australian and US indexes fell 3% to 4% last week, marking the third weekly setback in a row for the S&P 500. The decline was steepest for the NASDAQ, which has fallen nearly 11% over the past…

Weekly Index Movement S&P500 -4.0% Nasdaq -4.8% Aussie All Ords -0.2% The major U.S. stock indexes started and ended the week with steep daily declines, sending the S&P 500, the NASDAQ, and the Dow down around 4% overall. It was the second weekly setback in a row for the S&P…

Weekly Index Movement S&P500 -1.2% Nasdaq -2.4% Aussie All Ords +1.0% The major U.S. stock indexes were little changed through most of the week but ended with a decline on Friday, snapping a string of four consecutive weekly gains for the S&P 500 and NASDAQ. Concerns are growing once more…

Weekly Index Movement S&P500 +3.3% Nasdaq +2.7% Aussie All Ords +1.0% After a strong jobs report last Friday reignited fears of an overheating economy, markets were edgy heading into a busy week for inflation data. It doesn’t happen that often, but bulls hit the inflation superfecta. It started with Monday’s…

Weekly Index Movement S&P500 +0.4% Nasdaq +2.0% Aussie All Ords +1.1% After the best July in the post WWII era, stocks had a quiet week, which was fairly impressive in itself as the market shrugged off what could have been bad news. A tell-take sign the bulls are back in…

Weekly Index Movement S&P500 +4.3% Nasdaq +4.5% Aussie All Ords +2.3% Well, that certainly put the bears back in their cage. We knew last week was going to be a big event and there is a high probability it will turn out to be the biggest week of the year….

Weekly Index Movement S&P500 +2.6% Nasdaq +3.4% Aussie All Ords +3.1% To say this week was an eventful one for the market would be an understatement.  Major equity indices crossed some key technical thresholds, and interest rates and commodities pulled back sharply as economic concerns really start to pile up…

Weekly Index Movement S&P500 -0.9% Nasdaq -1.2% Aussie All Ords -1.1% Stocks closed out the week on a strong note after initial weakness but still gave a little ground back overall. The main theme now driving markets is recession. We have moved on from interest rates to recession risk talk….

Weekly Index Movement S&P500 +1.9% Nasdaq +4.7% Aussie All Ords +2.3% A solid week for stocks was capped off by a very positive June jobs report. Which does kind of make things very confusing and leaves investors wondering just where they should put their funds. US equities have seen a…

Weekly Index Movement S&P500 -2.2% Nasdaq -4.1% Aussie All Ords -0.6% Stocks markets fell across the board last week as investors battled a confusing set of Economic data. But, confusing has been an understatement this year, as investors are faced with a barrage of back-and-forth moves and policy decisions that…

Weekly Index Movement S&P500 +6.5% Nasdaq +7.5% Aussie All Ords +1.5% US Stocks put in a very nice bounce-back from oversold conditions last week as oil and interest rates fell. The good news for equity investors is markets are starting to ratchet down how high they think rates will go….

Weekly Index Movement S&P500 -5.8% Nasdaq -4.8% Aussie All Ords -6.7% Do you want the good news or the bad news first? Let’s start with the good news. The S&P 500 is on pace to experience its 9th quarterly decline of 15%+ in the post-WW2 market era. Following the prior…

With the 4% drop yesterday, the S&P500 is now down over 21% from it’s highs of January 3rd, 2022. A drop of 20% is often called a “bear market” so we thought we would look at all the “bear markets” we could find and see how stocks performed after they…

Weekly Index Movement S&P500 -5.1% Nasdaq -5.7% Aussie All Ords -4.4% It wasn’t looking like that bad of a week as late as Thursday morning, but the last two hours and all of Friday were an absolute disaster for anyone long stocks. Both the S&P 500 and Nasdaq had their…

Weekly Index Movement S&P500 -1.2% Nasdaq -1.0% Aussie All Ords +0.8% It’s a chaotic time to be a growth stock investor. The past week was a slight reversal of what we saw in the week before. US stocks gave back 18% of their prior week’s gains and Australian stocks recovered…

Weekly Index Movement S&P500 +6.6% Nasdaq +7.1% Aussie All Ords +0.3% Finally! After seven consecutive losing weeks for the S&P 500, the index managed to close higher this week. And it was quite the move with SPY up more than 6% for its best one-week gain since the first week…

Weekly Index Movement S&P500 -3.0% Nasdaq -4.5% Aussie All Ords +1.1% “You make most of your money in a bear market, you just don’t realize it at the time.” – Shelby M.C. Davis Shelby MC Davis comes from a dynasty of Wall Street value investors and we thought this quote…

Weekly Index Movement S&P500 -2.4% Nasdaq -2.4% Aussie All Ords -2.1% Remember the ‘good old days’ during COVID when stock prices seemingly did nothing but move higher? Equities persistently traded higher following the March 2020 low through last November. During that period the world was learning to operate around a…

Weekly Index Movement S&P500 -0.2% Nasdaq -1.3% Aussie All Ords -3.3% Last week was all about central banks and interest rate hikes. In Australia, the RBA lifted rates by 0.25%, for the first time in 11 years and there are more raises coming. That first move to begin the tightening…

Weekly Index Movement S&P500 -8.8% Nasdaq -13.4% Aussie All Ords -0.8% Just when I was thinking things couldn’t get any worse for US equities – they do. Friday’s session was brutal, it started weak and sustained selling saw the indexes close on their lows. Not only did the S&P 500…

Weekly Index Movement S&P500 -2.8% Nasdaq -3.9% Aussie All Ords -0.7% I’m getting a distinct feeling of Deja-vu this week as I write this. Once again US Stocks fell because of a rise in interest rates. The Nasdaq is now down 18% year-to-date and the S&P500 is down 10.4% To…

Weekly Index Movement S&P500 -2.1% Nasdaq -3.0% Aussie All Ords +0.6% US Stocks fell again last week as rising interest rates and fears of recession once again sapped confidence. Stocks can’t seem to find any direction these days, and that’s being somewhat generous. If anything, the trend has been lower….

Given the importance of the imminent Q1 2022 earnings season we thought we would take a look at Wall Street expectations for 5 very large US Banks, all set to report this week JPM Morgan (JPM) JPM announces earnings on Wednesday JPM is down 16 percent year-to-date and, at $134…

Weekly Index Movement S&P500 -1.3% Nasdaq -3.6% Aussie All Ords -0.2% The tech-heavy Nasdaq 100 (QQQ) has been quite volatile this year. In fact, this is the 12th consecutive weak in which at least three trading days saw the Nasdaq 100 book an absolute move over 1%. Unfortunately for bulls,…

When it comes to looking for dividends from Australian companies, most investors turn straight to the banks or Telstra. But there are many others out there, particularly if you are willing to think differently about the future. Here are two we think can do well over the next 3 to…

Weekly Index Movement S&P500 0.0% Nasdaq +0.7% Aussie All Ords +1.2% Well, that was a super-volatile week but when the dancing was over and the lights came on, the major indexes finished around flat If you hit the snooze button last weekend and woke up this weekend, you really didn’t…

“Don’t be afraid to give up the good to go for the great.” – John D. Rockefeller Weekly Index Movement S&P500 +1.8% Nasdaq +2.3% Aussie All Ords +1.6% You know it’s been a hard start to the year when it takes until March for the indexes to put together back-to-back…

“To be successful in life, you must get in the habit of turning negatives into positives.” – George Foreman Weekly Index Movement S&P500 +6.2% Nasdaq +8.4% Aussie All Ords +3.2% Wowza. That was a big week, but not unexpected. We have been saying for some time that markets would rally…

“It is a way to take people’s wealth from them without having to openly raise taxes. Inflation is the most universal tax of all.” – Thomas Sowell Weekly Index Movement S&P500 -2.9% Nasdaq -3.9% Aussie All Ords -0.8% Stock markets have been in a rut since the start of the…

“Don’t blindly follow someone, follow the market and try to hear what it is telling you.” – Jaymin Shah You better get yourself a cup of tea and settle in for a long read this week as we have a lot to cover. Before we get on to the impacts…

“War, what is it good for?” – Edwin Star 1970 When Edwin Star released the famous song War(What is it good for?) I doubt he was thinking stock markets. But that seems to be the answer to his question. The Russian invasion of Ukraine has caused a big change in…

Border Conflict Creates Opportunity It was another difficult week for stock markets that are struggling to find any good news. The Australian All Ordinaries was flat, down just 13 points for the week and the US S&P500 fell 1.6%. The week was driven by news of conflict in Ukraine. So,…

Thanksgiving Sales Overshadowed By New Covid Variant As Powell Regains Fed Chair Markets held steady earlier in the week as Jerome Powell was renominated as Fed Chief for another four-year term. Bond yields rose for the next few sessions, which was great for the bank stocks but not so great…

The payments sector came under heavy pressure last week as a resurgence of Covid-19 cases swept across Europe and sparked fears of further lockdowns. It’s a sector that we follow closely here at Capital 19 because we have these companies spread across most of our portfolios. If you read our…

Retail Earnings Impress As Big Technology Boosts An Impressive Nasdaq Quarter The US retail sector was on show last week as some of the biggest brand names in the world reported their earnings. On the whole, they were impressive results, however, the lingering concerns over inflation could be found throughout…

Late in October, at the company’s Facebook Connect augmented and virtual reality conference, Facebook suddenly became Meta. A new moniker suggesting a more expansive internet experience and coming at a time where the US government is trying to break up its monopoly and amidst criticism the company is helping spread…

Wall Street Stumbles On Inflation Data and Missed Earnings From Some Big Names The stock market had a harder time of it last week as the topic of inflation reared its ugly head again. Bond yields spiked and bank stocks had a fun time of it, however, the rest of…

Stocks Fly As Fed Begins To Taper, Earnings Impress, And Jobs Improve The Dow was the only major index to experience a negative session last week, as earnings results, Fed announcements, and jobs data combined to send Wall Street higher. Its Thursday session was lower by just 0.09% and was…

There are not many companies out there that can take on the likes of Apple and Amazon at their own game and come away a winner. The two tech giants throw billions of dollars into research and development and have ecosystems that make it incredibly hard to prise customers away….

If you followed our advice back in May of 2020 to buy Ford (F) you will be sitting on gains of 398% now. We re-iterated why we liked Ford (F) in December 2020 when the stock had already doubled in price from our initial buy. If you had bought the…

October Finishes At Record Highs After A Tough September Wall Street bounced hard in October following a tough September, with all of the major indices closing out the month at record highs. Earnings season has proven to be the saviour, as supply chain issues and staff shortages don’t appear to…

For PC makers, the past few years have been a wild ride. From the heady days of the pandemic which saw demand skyrocket to the more recent computer chip and component shortages that have plagued many industries, it’s been extremely tough to gauge their success. Today’s stock report subject HP…

The Major Indices Continue Their Fightback As Earnings Season Heats Up It was another impressive week on Wall Street ending Friday as earnings reports continued to impress and coronavirus cases in the US subsided. Recent concerns over supply chain issues, inflation, and rising commodity prices have somewhat faded into the…

“Case Closed” read the news reports during the week, as the scientific consensus that humans are altering the climate has reached 99.9%. For those that are not particularly great with maths – that’s pretty much all of them (all the smart people that study it for a living anyway). There…

On October 19th, 1987, U.S. stock markets suffered a gut-wrenching plunge still remembered as “Black Monday” on Wall Street. The Dow Jones Industrial Average fell 508 points, then a record. The 22.6 percent one-day drop still stands as the biggest percentage loss since the New York Stock Exchange reopened in…

Big Bank Profits Save The Day As Earnings Season Gets Into Full Swing At the start of the week, it was looking like it was going to be a tough one for investors as oil prices continued to rise and both Goldman Sachs and the IMF cut growth forecasts for…

Are the days of broadcast TV dead? Have streaming services hammered the last nail into the coffin of the golden age of television and resigned it to the dustbin of history? There’s plenty of evidence to suggest that it has. Or if not entirely dead, it’s on its way out…

Wall Street Bounces back After Tough September After a poor performance in September and a terrible start to October on the first trading day of the year, Wall Street fought back last week to get the markets back on track. Another debt ceiling cut off loomed over the markets, as…

In recent months, we have seen large variability in the homebuilding industry. In the most recent report from the U.S. Commerce Department, existing home sales in August fell 2% as supply remained tight, with key numbers moving in opposite directions compared to a year ago—a decrease of 13.4% in housing…

US markets had a weak end to September with the S&P500 falling 3.3% in the week, bringing the monthly loss to 4.8%, and the prospect of a real “correction,” defined as a -10% decline from a high — looked plausible for the first time since the Spring of 2020. However,…

Place a Bet on the New World of Online Gambling Sports betting is already a big part of Australian culture. You can’t watch a game these days without being bombarded with adverts at every break encouraging you to hop online and wager on the outcome. Our US compatriots are catching…

Equity markets got spooked last Monday when Chinese property developer EverGrande announced they might not be able to meet debt obligations and is teetering on the brink of bankruptcy. Analysts warned the potential fallout could have far-reaching implications beyond China. After expanding rapidly for years and snapping up assets as…

The global supply chain crisis, that has been occurring since the coronavirus pandemic first began, has tipped the manufacturing sector on its head in the last year and a half. The old way of doing things is being seriously reconsidered as companies struggle to find parts and supplies to make…

Economy Shows Signs of Improvement and Inflation Better Than Expected Ahead of Important Fed Meeting This Week The major indices dipped further into the red last week as the month of September proves to be a difficult one so far for stocks. This was despite the economic data mostly showing…

Silicon Valley Bank isn’t your typical bank. Initially conceived over a poker game between its two creators Bill Biggerstaff and Robert Medearis in 1983, its intent was to provide credit and banking services to the burgeoning number of technology startups in Silicon Valley who were mostly being ignored by the…

Wall Street Wobbles On Inflation Concerns As Delta Rages On and Biden Mandates Vaccines Across Workplaces There weren’t a lot of bright spots for the market last week as the Dow and the S&P500 fell in every session, and the Nasdaq in all but one. It was a shortened week…

We briefly mentioned today’s stock report subject ChargePoint in the Catch Up on Monday after it released earnings that beat revenue expectations and offered up fantastic guidance for the next quarter. It put the stock back into our sights after we had looked at it earlier in the year and…

Jobs Numbers Come In Way Under Estimates As S&P500 Continues Longest Monthly Winning Streak Since 2017 A nervous week on Wall Street culminated in a disappointing jobs number on Friday. The heavy miss confused investors who couldn’t decide whether the poor data was bad for stocks because it showed a…

Today’s subject report Poly, also known as Plantronics, continues our current theme of the “working from home and office hybrid model” which we discussed most recently in our report on computer accessory maker Logitech. Unfortunately for Poly it also has connections to our previous stock report on Micron Technology, in…

“Risk On” Mode Returns To Wall Street As Delta Spread Slows And Fed Eases Rate Rise Fears Wall Street seemed to move back into “risk-on” mode during the last week as analysts predicted the delta variant was reaching its peak in the US and as Jerome Powell prepared to address…

I have been talking to retail investors for over 13 years now. I’ve been with them through a Global Financial Crisis, a huge bull market and a sudden Pandemic drop, and I have noticed one big difference between successful investors and those that never quite make any profits. Patience. The…

We’re heading back into the semiconductor industry today – or the computer chip industry as it’s called in layman’s terms. It’s an industry that has been experiencing a major shortage of supply over the last few years which has had further implications on sales of everything from cars to phones…

Chinese Economic Data and US Retail Sales Worry Investors As The Fed Eye Next Stimulus Moves A combination of Federal Reserve comments on bond purchases and economic data out of China spooked US markets last week, with a Friday bounce back not enough to stop the major indices closing with…

Disney Smashes Estimates As The Federal Reserve Appreciate Stabilising Inflation Numbers Wall Street was in a tentative mood last week, with muted gains coming on most days as investors grappled with new inflation data, earnings reports, and progress on the newest infrastructure plans. Covid numbers also continued to rise, keeping…

Roku: Holders of ROKU should sell into any strength ROKU reported earnings 2 weeks ago and stated their viewers watched 1 billion fewer hours of digital content on its platform in the second quarter. To make matters worse, Roku is not losing money on it popular media players. Roku has…

Jobs Report Tops Estimates As Earnings Continue Record Run The monthly jobs report and impressive earnings overshone the rising number of delta covid cases across the US as all of the major indices finished the week with wins. The economy continued to show signs of improvement as the country moves…

Today’s stock report subject Logitech manages to tick quite a few boxes for seeing some solid growth in the next few years. For starters, it’s tied to the e-sports and gaming booms that are sweeping the US and the globe. Secondly, it’s in a prime position to take advantage of…

Earnings Beats And Easing Inflation Can’t Save Wall Street From Weekly Losses But July Finishes In The Green Some of the biggest names on the market reported earnings this week with many having breakout quarters. However, it wasn’t bright news across the board as the odd company slipped up in…

I don’t want to shock you, I’ve already shocked myself. But I’m about to recommend Blackberry as a stock buy. If you’ve been a long term client of ours at Capital 19, and been reading our Catch Up and stock recommendations for the last decade or more you might have…

Earnings Wins Beat Delta Concerns As Dow Tops 35,000 For First Time The previous Friday’s selloff moved into Monday as the major indices experienced their worst session since October to begin the week. Delta variant concerns and the effect this might have on the global economy weighed on investors as…

We started 2021 with the view this would be a fantastic year for equities. We cited the three legs supporting higher prices as fiscal stimulus, zero interest rates and growing earnings. The S&P is up 17.5% as at the close of July 23rd and the Australian All Ords is up…

We have written before about Netflix (NFLX) and how it is much more than just another streaming media company. Its real value lies in its artificial intelligence and ability to target the right content to the right customers. Netflix is about to target new content to its subscribers with two…

Banks Smash Earnings As Core Prices Rise At levels Not Seen Since 1991 Stellar earnings reports from the banks couldn’t stem concerns over a rise in inflation as the major indices struggled to hold onto record highs last week. The S&P500 locked in its 39th record high of the year…

When a large company spins off a smaller part of its business to form an entirely new company it is common for the spinoff to fail to gain the interest of Wall Street investors. Usually, long time shareholders prefer to own the company that have always owned and the one…

A Booming Friday Session Saves Wall Street From Weekly Losses as Bond Yields Fall and the Delta Variant Crosses the Globe An end of week rally saved the major indices from locking in weekly losses on Friday after a nervous week of trading following the July 4th long weekend. Traders…

2020 was a tough time for many industries, however, it was a windfall for others. The retail supermarket industry was one of those that received a boost from having a population stuck at home. With no restaurants, consumers were forced to eat at home. However, only the companies that were…

The Major Indices Close out the Week, Month, Quarter and First Six Months of 2021 With Gains. Find Out Which Stocks Have Been Leading The Way Below Technology and Energy stocks led the way last week as all three of the major indices finished the week, the month, and the…

We put out a few stock reports on Ford last year when the car market was in the doldrums. We recommended buying it at around the $5 mark and it’s now sitting at $15 so it’s been a big money-spinner for us. At the time I was also looking at…

Wall Street Bounces Back As Powell Calms Inflation Talk and $579 Billion Infrastructure Deal Nears Conclusion Wall Street bounced back in style last week after experiencing a sizable pullback the week before. Concerns over inflation seemed to fade away as Fed Chairman Jerome Powell testified in congress, and despite a…

You might have already heard of today’s stock report subject Pinterest. You’ve possibly even used it. I’m not a massive user of the service myself. I used it once for ideas on building a trellis for a passionfruit plant. The trellis worked out great – the plant not so much….

The Fed Reserve Indicate Earlier Rate Rises As China Makes Efforts To Control Metal Prices The major indices had a tough time of it last week as the Federal Reserve met for its monthly two-day meeting and indicated bringing forward potential interest rate rises. In a double-whammy, there was also…

Being an avid sports watcher in Australia it would be almost impossible to miss the abundance of advertising dedicated to sports betting. Try and watch any football game in winter, regardless of the code, and you’ll no doubt be inundated with the latest odds for each team, likely first point…

May Jobs Report Sends Markets Higher As Retail Investors Go On The Attack Against Hedge Funds Yet Again The shortened trading week saw the market continue its sideways run for much of last week. That was until a lukewarm jobs report sent share prices higher to end the first week…

It’s not often I’ll choose a company to invest in whose main business model puts it in direct competition with the likes of Apple, Amazon, and Google. You’d have to be crazy to go up against these three with all of their size and power. Yet today’s stock report subject…

The Dow Leads The Way In May as the Headline Index Celebrates Its 125th Birthday The major indices continued to inch higher this week, as low volatility and low volumes took centre stage ahead of the Memorial Day long weekend. The whole market has been in sort of a holding…

We’re going bottom fishing again in this week’s stock report. And it’s an industry that we haven’t touched on in a while due to a crazy run-up in valuations through 2020 that sent prices into unrealistic territory towards the end of the year. However, an industry-wide pullback, that has affected…

Capital 19 clients now have access to trade Bitcoin futures through the platform with the new 1/10th sized CME Bitcoin Futures Contract Traders get to enjoy the same benefits as the larger five-bitcoin contract, at 1/50 of the contract size, settled to the regulated CME CF Bitcoin Reference Rate The…

Impressive Retail Earnings and Manufacturing Data Lifts Markets as Bitcoin Fluctuations and the Fed Reserve Throw Out an Anchor There were a lot of mixed messages thrown at the market in the previous week. On the one hand, we had some solid economic data showing that the economy continues to…

With the markets heading lower over the last few weeks it’s time to do a bit of bargain shopping. To me, it looks like we’re going to see just another run of the mill pull back. They happen all the time and are a great way to pick up stocks…

The Australian stock market has returned a little over 30% in the last 12 months, which has been great for Australian investors. But things might not be looking so rosy for the future. The problem when significant gains happen in stocks is they become overpriced and further gains are hard…

Inflation Fears Worry Wall Street But Traders Buy The Dip To Reverse Market Slide All of the major indices underwent minor corrections in the first half of last week before a late two-day surge regained some of the lost ground. CPI numbers stoked fears of inflation which sent share prices…

The plant-based food industry has exploded over the last few years. Companies such as Beyond Meat and Impossible Foods have moved into the mainstream with their plant-based meat substitutes ending up in supermarkets and even fast foods chains such as Burger King and McDonald’s. It’s a sign of the public’s…

Dow and S&P500 Hit New Records as Nasdaq Continues To Be Dragged Down By Big Tech Despite a non-farm payroll number that fell shockingly short of economist estimates, the Dow and the S&P500 both managed to close out last week at all-time highs, as a soaring Friday session saved an…

One of the favourite investment principles of the legendary hedge fund manager and American investor Peter Lynch was to “invest in what you know”. His theory was that beginner investors could be just as, if not more, successful at picking stocks than Wall Street by being able to spot good…

Wall Street Finishes Flat Despite Impressive Earnings From Apple, Amazon, and Facebook   There was a lot of action on Wall Street last week as big-name earnings clashed with a host of economic data and inflation scares. The major indices couldn’t decide on a direction, however, with the benchmark S&P500…

Bitcoin has had a crazy ride since it came into existence in 2008. In the short space of a decade, it has made investors both millionaires and paupers depending on when you decided to invest. The volatility of the digital currency has been a major talking point in recent times….

Today I would like to talk about the importance of Rotation. Rotation is a strategy used by professional fund managers all the time, but rarely used by retail investors – and that is a mistake. If you are managing your own portfolio, then you are a portfolio manager and as…

Wall Street Finishes the Week Lower Despite Earnings Success As Tax Plans and Coronavirus Infections Dampen Enthusiasm   Wall Street finished slightly to the downside last week despite a barnstorming Friday session. The late surge managed to claw back much of the losses from earlier in the week, with the…

A lot of the time in these stock reports we tend to navigate towards the more exciting companies. Some that you may not have heard of, some that have been beaten down and poised for a comeback, and some that are about to take on the world and make massive…

Bank Earnings Smash Estimates As Retail Sales and Weekly Jobless Claims Show an Economy on the Mend   It was another solid week on Wall Street as all of the major indices gained more than 1%, with the Dow and the S&P500 finishing at record highs. It was the Dow…

The real estate market continues to be hot. Sure, interest rates are going up, but mortgage rates are historically low. Jobs growth is going to continue to boom. All of this means housing plays should continue to do well. Howard Hughes (HHC) is a housing play, with a reopening twist….

Vaccination Rates, an Infrastructure Boom and Job Numbers Combine to Send Stocks Higher . Wall Street got off to a flyer last week as economic data continued to show signs of an improving economy, and vaccinations hit record levels. The middle sessions were less dramatic as markets paused ahead of…

In the last few stock reports we’ve done we’ve focussed a lot on stocks that have seen some sort of recent pullback, putting them into prime buying range. If the company concerned has strong fundamentals and good management in place, a stock price fall, whether it be from external circumstances…

One Year Anniversary of Covid Market Low Shows Just How Far We’ve Come Tuesday marked the first anniversary of the coronavirus induced market low in what was one of the fastest moves to a bear market in history. Back in March of last year, the S&P500 took just 22 days…

Early last month we published a stock report on Freshpet, the pet food company specialising in fresh, refrigerated food for cats and dogs. It’s a simple idea that has been gaining momentum for a few years now and Freshpet are undoubtedly in the box seat to attain the biggest slice…

Wall Street Gets Great News From The Fed But Vaccine Suspensions Prove a Speedbump All of the major indices fell slightly last week as the Fed Reserve’s call to keep rates low through to 2023 wasn’t enough to allay concerns over rising bond yields. The Dow and the S&P500 broke…

The 1920’s in America was a very prosperous time. So prosperous we now know it as the Roaring Twenties. It was a time of huge economic expansion and increasing wealth. Life improved significantly for the majority of Americans. Why? What was happening to their economy to cause such prosperity? Well,…

Nasdaq Recovers As The Airlines Take Off For Flight Last week was a week much like the previous one, but the result was very different for the Nasdaq composite index which managed a gain of 3% despite bond yields finishing at year highs on Friday. On Monday the tech-heavy index…

The markets have been undergoing a significant shift in the last month – away from technology stocks and into areas that were impacted heavily by the global pandemic. Financials, Energy, and material stocks have all benefitted at the expense of the big and small tech names who one could argue…

The recent sell-off in tech has made things just a little too appealing to ignore anymore so let’s pick up a tech stock with a great future that is trading at an acceptable price. Fifth generation wireless is getting an undeserved bad wrap as wireless carriers overpromise blazing speed and…

Wild Market Swings Continue As Potential Rate Rises Battle It Out Against Positive Vaccine News Three strong down days in the middle of last week were bookended by two massive up days in the Monday and Friday sessions which saved the Dow and the S&P500 from suffering another losing week….

Cryptocurrency is hitting the mainstream, and that is good news for big financial services companies. Execs at Mastercard (MA) revealed this month that the transaction giant will begin accepting select cryptocurrencies in the latter part of 2021. Bitcoin is coming to plastic. Investors should buy Mastercard — but not for the reason…

Rising Yields Perpetuate Market Sell-Off We saw a bit of weakness enter US equity markets last week. The S&P500 fell 2.4% and the tech heavy Nasdaq 100 fell 4.9%. It all came on the back of rising yields on the 10yr Bond. Last year the yield on these was sitting…

10Year Interest Rates cause investors to take profits in big names It was a relatively calm week on Wall Street, but some of the biggest names might be losing their momentum. The decline was broad based among its major holdings. Shares of Apple, Microsoft, Tesla and Alphabet all finished negative…

I like buying into a beaten-down company. One that has had issues that leave it unloved by investors, sending the share price into oblivion. It’s happened to the best of them at one time or another. Facebook, Netflix, and even Apple have had moments in that last decade where no…

Market Rally Pauses as Weed Industry Gets High and Disney and Under Armour Beat Estimates Wall Street was quieter last week as the market took a breather from its recent upward run. All of the major indices still finished at record highs despite experiencing lulls mid-week. The Dow hardly moved…

Bitcoin is on a tear again, rising above US$48,000. Investors are scrambling to get exposure to this and we have uncovered an interesting way to do it. Bitcoin got going along with all other assets last year but exploded higher when Tesla (TSLA) announced it had purchased $1.5billion worth and…

Wall Street Bounces Back From Losing Week With Five Straight Wins As Amazon and Alphabet Impress With Earnings The major indices recovered from last weeks heavy sell-offs to register five straight consecutive gains this week, as the S&P500 and the Nasdaq also finished at all-time closing highs. The Reddit dramas…

Vaccinations have arrived and we’re all saved! Well, not exactly. The rollouts seem to be taking forever – they haven’t even started here in Australia – and no one’s really sure how long they’ll last for and whether it will protect against all the different types of strains and permeations…

GameStop Hedge Fund Drama Pushes Major Indicies Negative For January As Apple Has Its First $100 Billion Quarter Ever The major indices all lost ground during the week as heavy selling drove the Dow and the S&P to finish with losses in the first month of 2021. Mixed earnings results…

If you’ve been reading the news from Wall Street this week, or even if you’ve been reading the mainstream news, you would have no doubt heard about the drama surrounding GameStop (GME) shares and the “so-called” attack on hedge funds by retail investors. So what’s all the commotion about and…

This is probably going to be the most important open letter I will ever write to the investing community, but I feel so strongly about what is about to happen that I want everyone to be warned. 2021 is going to be one of the best returning years for asset…

Big Tech Leads Majors Higher As Inauguration of Joe Biden Goes Off Without a Hitch Last week stocks continued their march higher in what was a shortened week due to the Martin Luther King Jnr Public holiday on Monday. The move was led by big-tech as Netflix (NFLX) outperformed analyst…

Stocks fall for the week as Biden announces $1.9trillion stimulus A lot of the good news that lies ahead may already be accounted for in the market as Wall Street logs its first weekly loss of 2021.  The S&P 500 and Nasdaq Composite each fell more than 1% for the…

Markets finished the year on a positive note with the S&P500 closing up 3.7% for the month. For the tumultuous, coronavirus-driven 2020, the Dow finished up 7.25%, the S&P500 surged over 16%. But the Nasdaq was the big stock index winner last year with a gain of more than 43%….

A new year, a new stock report. Today we are going to stick with one of the main themes of last year. That being that the pandemic will eventually come to a close but some things will never be the same again. Especially the world of working from home. As…

You know the old saying about who made the most from the gold rush? The people who sold the shovels. Well, we have uncovered a little known technology company that is busy selling its shovels to the largest company in the world – Apple. Lumentum (LITE) is a key Apple…

Protestors Invade The Capital, Democrats Seize Full Control of The Federal Government, And the Major Indices Close Out The Week At All-Time Highs So many crazy things have happened in the US over the last four years that Wall Street is becoming immune to any type of shocks. Take this…

Dow and S&P500 Close Out 2020 At All-Time Highs – Who Were The Winners and Losers of the Pandemic Year That Was? Despite the S&P500 and the Dow suffering their fastest 30% pullback on record earlier in the year, both finished 2020 at all-time closing highs at the end of…

Well, for the most part, 2020 was an absolute shocker of a year. I don’t really need to go into details, do I? I would imagine that most of us were more than happy to see the back of it last week when we cautiously ticked over into 2021. Let’s…

It truly has been an unusual year in stock markets. When coronavirus rocked the world in February and March and indexes fell almost 30%, who would have thought that by the end of the year we would be seeing overall gains of 15%+? This got us thinking about what to…

Wall Street Awaits Stimulus Package As The Fed Come To The Party And Apple Indicates Increase In Demand   We were teased all week about an impending $900 billion stimulus package that would accompany a $1.4 trillion spending bill, with leaders from both sides saying that they were “optimistic” and…

A report from BloombergNEF that came out earlier this year entitled “The Electric Vehicle Outlook 2020” aimed to predict how electrification, shared mobility and autonomous driving would impact road transport from now out to 2040. In it, it predicted that thanks to “increasingly stringent regulations” in Europe and China, amongst…

Quiet week as markets prepare for Santa rally. It was a fairly non-committal week on Wall Street, with positive vaccine news weighing against continued Congressional arguments around stimulus funding. The Dow Jones Industrial Average fell 0.6% for the week, and the S&P 500 dipped nearly 1%. It marked the first…

With coronavirus cases picking up again across the US and much of Europe, a shudder has gone through the restaurant industry as it did during the start of the pandemic back in March. While a mid-year comeback was sweet relief for food providores it has unfortunately been shortlived, as cities…

November Breaks Records as Major Indices Hit All-Time Highs   Unusually, markets fell slightly on the last day in November. Historically, it has been one of the most positive days of the year. But the falls weren’t enough to halt a slew of records being broken in what will stand…

The Coronavirus pandemic has been both sweet and sour for the retail industry in 2020. For some who had their e-commerce offerings in order, it was a godsend. Take Amazon (AMZN), for example, a multinational behemoth who only sells online, whose share price is up 68% for the year. For…

Major Indices Hit All-Time Highs As Retail Stocks Impress And Vaccines Get Closer To Approval   The major indices continued to hit all-time highs this week as positive vaccine news kept enthusiasm for stocks high, and we finally saw some political clarity from the recently held election. Both the Nasdaq…

Over the last nine months, we have talked a lot about the transformation of the modern workforce, and the move away from the head office configuration to the work from home model. It’s something that was already happening to a small degree but was supercharged by the onset of the…

Vaccine Success Raises Hope as Infections Rise and Retail Earnings Take Centre Stage   Wall Street continued to weigh up conflicting coronavirus news last week as positive vaccine reports battled against rising infections and state shutdowns. Sentiment swayed between the beaten-down pandemic affected stocks and the high flying technology sector,…

Sports betting is common in Australia but is in its infancy in the US. Prior to 2018 betting on the outcome of sports matches was illegal in the US but the Supreme Court changed that and allowed each individual state to decide whether to allow it or not. Since this…

Coronavirus Vaccine News Dominates Headlines As Travel and Hospitality Stocks Rise And Technology Takes A Back Seat    Coronavirus headlines, both good and bad, ruled the direction of the market again last week. Growth stocks fought it out with cyclical stocks, travel and hospitality stocks duked it out with technology…

Visa, along with American Express (AXP) and Mastercard (MA) control just over 90% of every consumer transaction worldwide. Every time you or anyone else pays for a product a small percentage of the total cost goes back to the credit card provider for providing the network that the payment is…

Election Fever Sees Wall Street Bounce Back From Losses As Trump Digs His Heels In    Stocks bounced back from heavy losses in the previous week to set Wall Street alight in what had to be one of the most unusual Presidential election weeks in history. Last week Matt told…

Stocks sell on rising virus numbers   Talk about a Halloween scare.  In a week where the S&P 500 has historically risen 1%, it traded down more than 5% which was its worst one-week performance since the COVID crisis.  Even more notable was the fact that it was the worst…

Align Technology (ALGN) reported sparkling results last week, pushing shares of the Invisalign orthodontics maker to a record high, and the future is even brighter. Business is terrific. Sales rose 21% and profits shot up 50% year-over-year. But the real story investors continue to underestimate is operating margins. Align is…

Americans will go to the polls on Tuesday, November 3rd to elect a President for the next 4 years. Joe Biden and the Democrats lead President Donald Trump and the Republicans in the polls. But as we learned in 2016, the polls don’t always get it right and sometimes we…

In the last week, we have seen spiking virus cases around the world. Some countries are now at record levels, even higher than when the outbreak began, and have once more imposed lockdown measures. France is in full lockdown. Germany is also locked down but with less severe restrictions. Parts…

Americans love their guns. Let me throw some stats at you to prove my, very obvious, point. The USA makes up 4% of the world’s population but owns 46% of the world’s supply of firearms. Together Americans own 393 million guns, which is more than the next 25 countries combined….

We love options here at Capital 19. You can use them in so many different and varied ways. They can take a bit to understand but there so is much free information out there on the web you can get your head around the basics fairly easily. Today we want…

Stimulus Talks Fizzle Out As Predictions of a Blue Sweep Rise For Election Day    The major indices struggled to gain traction throughout last week as stimulus negotiations continued without a result and Biden and Trump faced off in the final Presidential debate. The tech sector, in particular, had a…

As you’re no doubt aware Nike Inc is the largest supplier of athletic shoes, sporting equipment, and sporting apparel in the world. Its brand name has been valued in excess of $32 billion, giving it the title of the worlds most famous sports brand. They employ approximately 76,000 directly and…

Last Monday marked the worst single-day decline on record for US Stocks as the S&P500 fell 20.5% and the Dow fell over 22%. The date was October 19th, 1987 If you were alive or old enough to remember things at the time, you remember the 1987 crash.  In the case…

As an investor, the amount of risk you take is possibly the single most important decision. Generally, more risk means more return over the long run. But like most things in life, too much can be dangerous to your financial health. Take on too much risk and you may lose…

Earnings Keep Markets Positive As Coronavirus and Stimulus Failures Have Wall Street on Edge    Despite a strong start to the week the major indices experienced mild mid-week losses, which saw them just manage to cling onto weekly gains. The Dow and the S&P 500 eked out gains of 0.1%…

At 12.05 pm last Sunday, for the first time ever, renewable energy met 100% of total energy demand for an entire Australian state. For a couple of hours on Sunday afternoon, a combination of rooftop installations and utility solar from South Australia’s three huge solar farms generated enough electricity to…

The Stimulus Fight Continues As The Big Banks Kick Off The Offical Start To Earnings Season    Last week on Wall Street was all about the long-awaited stimulus package. Was it finally about to happen? Could the two sides finally come to some sort of an agreement? Would we get…

With the exception of possibly the airlines, the cruise line industry has suffered more than any other from the breakout of the coronavirus in 2020. Publicity wise the pandemic has caused as much bad press for the sector than when a freshly minted ship called the Titanic bumped into a…

We have just started the final quarter of the year and fortunately for US equities, that period has been one of the most wonderful times of the year. Over the past decade, the fourth quarter has been one of the strongest periods of the year for equities. Using data for…

Dow and S&P500 Snap Losing Streaks As Coronavirus Invades the White House – Plus All The Winners and Losers of the Third Quarter   It was all happening on Wall Street last week as the Dow and the S&P500 both snapped four-week losing streaks amidst a myriad of drama. We…

Facebook (FB) made a game changing announcement last week and the recent market weakness is presenting a wonderful opportunity to acquire more shares. The social media giant announced that users across Facebook, Messenger and Instagram will be able to connect with users on the other platforms, even if they don’t…

On March 25th we published our Pandemic Portfolio of 24 stocks we thought would benefit from the new remote economy. It has been a while since we looked at them so we thought it was time to check in again and see how they have performed. The table below shows…

Is it time to buy the Cruise Lines? It’s been a while since Wall Street has been this negative. The Dow Jones Industrial Average and S&P 500 logged their first four-week decline since August 2019, falling 1.8% and 0.6%, last week. Those declines came amid concern over another potential wave…

Markets Lose For Three Weeks Straight But Vaccine News Keeps Wall Street Enthusiastic For Future   The major indices locked in a three-week losing streak on Friday despite positive signs earlier in the week that had many thinking the selloff was finally over. The three majors hadn’t all lost for…

September 15th has been set as the date for what will likely be the largest IPO of 2020 and it is an exciting one. We are recommending clients buy into this one up to a price of $90 Snowflake is a technology company that makes software that companies use to…

Technology Continues Its Selloff But Pandemic Portfolio Leader Peloton Interactive Tops Lofty Earnings Expectations     Losses from the previous week extended into Tuesday’s session following the Labor Day long weekend break, as the technology stocks continued to be hit hard by profit takers. The third sold-off session in a…

With a global pandemic shutting down most domestic and international sporting events for much of 2020 it’s been a tough year for sporting organisations around the world. Most of the world’s biggest sports have either shut down entirely, been played in front empty seats, or at best been subjected to…

Stock Market Records Best August Results Since the 1980’s as Technology Sector Gets Dumped Late in the Week   Wall Street closed out the month of August last Monday with some of its best performances since the 1980s. Led admirably by the tech sector the S&P500 gained an impressive 7%…

It’s amazing to me that the market is at all-time highs whilst in the midst of a global pandemic. Many states in the US attempted to reopen their economies after the initial bout of coronavirus cases but were quickly shut down again as the numbers started to increase as a…

The Dow Turns Positive For 2020 and Promptly Dumps Its Oldest Member and Everything You Need To Know About the Apple Stock Split     The Dow Industrial Average joined the S&P500 and the Nasdaq in turning positive for 2020 as the headline index rose 2.6% for the week on…

Most of you will have heard of the Dow Jones Index and today marks one of the most important changes to this index with wide-ranging implications. Standard and Poors are the company responsible for maintaining and calculating the Dow Jones Industrial Index. This index consists of 30 stocks that Standard…

Anyone who’s anyone these days has a twitter account, from musicians to sports stars to the Pope. The numbers speak for themselves. As of July 2020, Twitter had 330 million active users each month and 145 million users daily. 500 million tweets are sent each day – that’s 5,787 each…

We’re Officially in a Bull Market! Retail Stock Earnings Impress as the Fed Sounds a Warning   We’re officially in a new bull market! The S&P500, after falling 33.9% and hitting a low on the 23rd of March 2020, closed at a new all-time high of 3389.78 on Tuesday. In…

Have you tried going into a shop in the last few months and paying with the cash you’re holding in your pocket? If you have, then it’s very likely that it wasn’t accepted. In the current pandemic era, shopkeepers are flat out refusing cash as a form of payment, or…

The S&P500 Index Finishes Just Short of All-Time Highs as Job Numbers Improve and a Coronavirus Vaccine Draws Nearer   The S&P500 fell agonisingly short of all-time highs at least three times last week, but each time the market pulled up just short. The bulls and bears continued to battle…

OKTA is finally getting more recognised as the clear leader in enterprise identity management and its services are vital to large corporations in the COVID world. As employees work from home, data security from their logins has become a big problem for corporations. OKTA solves this and companies have been…

You’ve probably never heard of NetEase, but I bet you’ve heard of Harry Potter, Lord of the Rings or Marvel and the world’s second-largest mobile game company by revenue knows it. It also has a sideline that is expected to grow revenue at a compound annual growth rate of 31%…

Improving Economic Data and an Airline Bailout Brightens Wall Street as New Streaming Service Saves Disney’s Earnings   Coronavirus cases in the US cleared the 5 million mark and congress failed to agree on a new stimulus package to help the unemployed, however that didn’t stop the S&P500 and the…

Apple and Amazon Smash Earnings as Second Quarter GDP Claims an Unwanted Record   All of the major indices bounced back from losses in the previous week, as the gold price continued to soar and the big tech names impressed with their earnings. Stocks were tempered however by the amount…

Stock markets have bounced back well from their coronavirus caused fall back in February and March but now investors are questioning why the indexes should be so high when we have the worst economic conditions for over 80 years. There are many good reasons why stocks should be high. The…

On March 25th we published our Pandemic Portfolio of 24 stocks we thought would benefit from the new remote economy. It has been a while since we looked at them so we thought it was time to check in again and see how they have performed. The table below shows…

S&P500 Turns Positive For 2020 But Employment Concerns and US-China Stoush Stifle Markets   A burst of early optimism saw the S&P500 index turn positive for the year on Monday as tech stocks reversed their heavy falls from the week before. But the recovery was to be shortlived, however, as…

Telsa (TSLA) is up nearly 300% in 2020 and it would be the top performing stock in the S&P500 Year-To-Date IF it were included in that index. TSLA’s rally over the last year is similar to some of the biggest runs seen for stocks in the late 1990s. Tesla (TSLA)…

PepsiCo Inc (PEP) once used the slogan “That’s What I like” and we certainly like this stock for its very attractive dividend history. It even makes the cut in our Dividend Growth Model Portfolio. It announced profits recently and we thought we might take the opportunity to delve a little…

It’s increasingly looking like “wave 2” of Covid-19 in the US peaked at some point in early July and is now on the down-slope.  The first US Covid wave — centred around the northeast corridor and the midwest — took 4-6 weeks from start to peak and then another two…

Netflix has been a favourite of mine since it came onto my radar way back in the early 2010s. At the time I was satisfying my movie watching habit by renting DVD’s through the mail from Quickflix. It was a useful enough service but you had to wait a few…

Bank Earnings Produce a Mixed Bag As Sentiment Turns On Technology Stocks   It was all happening on Wall Street last week as reporting season kicked off in earnest. The big banks produced mixed results for the second quarter, while Netflix (NTFLX) was brought back to earth with disappointing guidance….

There is an almost limitless set of data out there you can compare to stock prices in an effort to understand what is happening. The most common measures have been used for decades and lags the market considerably which brings into question its effectiveness. But here at Capital 19 we…

I’ve never been much of a gold bug. I can’t remember ever advocating for buying gold, seeing it as more of a sparkly metal that looks rather nice on jewellery as opposed to a monetary safe haven for doomsday investors waiting for stock markets to crash. My feeling has always…

Nasdaq Continues Record Run As Tech Stocks Remain King   Wall Street managed to keep plodding higher last week, despite coronavirus infections and hospitalisations continuing to hit records across the country. It was led again by the seemingly unstoppable Nasdaq which continued to set record closing highs during the week,…

In late 2019 the latest Top 100 Megabrands report was released, and the runaway winner as the world’s most valuable brand, yet again, was the Coca-Cola company’s flagship offering Coke. They estimated the value of the “Coke” brand at somewhere between $35 billion and $45 billion USD. However, Coca-Cola the…

Major Indices Break Millenium Records For the Quarter As Wall Street Continues To Roll Higher   Over a dozen states either paused or rolled back their reopening plans throughout last week. Nevertheless, the stock market continued to roll higher as investor’s seemingly unflappable optimism for the state of the economy…

Wall Street’s second-quarter was nothing short of a rip-snorter in 2020, setting records not seen since the last millennium. Sure it was bouncing back from one hell of a battering in Q1, but the pace and strength of the comeback we have seen over the last few months could well…

Today in our latest stock report we’re going to do another piece of “bottom-fishing”. According to Investopedia, this phrase refers to “investing in assets that have declined in price due to intrinsic or extrinsic factors, and are considered undervalued”. And there have been plenty of examples of this over the…

The Major Indices Stumble Over Fresh Covid19 Concerns And Bank Stress Tests   The major indices had a tougher time of it in the penultimate week of the second quarter of 2020. All three had been coming off gains in four out of the last five weeks, as signs of…

Our latest stock report subject, Renewable Energy Group, has had a wild ride so far in 2020. Although it produces a cleaner energy than the majority of the industry, it is in its essence still a fuel stock, subject to the whims of the global economy and the available demand…

The Battle Between the Federal Reserve and Covid-19 Ramps Up   Last week on Wall Street saw the battle of two competing forces looking to dominate market direction. On the one hand, you had the financial power of the Federal Reserve ready to take up arms at the sight of…

If the market feels like 2009 to you then there is a good reason why. It is behaving very much as we saw in 2009. So if this continues what can we expect for the rest of 2020 Here’s a good bit of research from Nick Colas of DataTrek Research….

Nasdaq Reaches 10,000 Milestone As Stocks Stumble Late In The Week Amidst New Coronavirus Cases And Fed Caution   The trading week started out as many of the last few have, with investors punting on a successful reopening of the economy and those stocks most affected by the shutdowns climbing…

As the US finds itself in the midst of a recession, and with a looming second wave of coronavirus cases set to sweep through the country as states reopen prematurely, it is difficult to pick stocks for your portfolio that you know will stand up to the pressure. However, it…

In tonight’s bout we have, in the red corner, the official call of a Recession and in the green corner we have market performance of the S&P500 following this announcement. Let’s get ready to rumble……. Recession. When people hear that word it immediately invokes feelings of hopelessness and fear. But…

Wall Street Shrugs off Protests and Pandemic As Nasdaq At All-Time Highs and S&P500 Almost Positive Year To Date   Wall Street has managed to shrug off continuing protest rallies across the country, while a pandemic, all but forgotten, continues to bubble along in the background. Amazingly the Nasdaq hit…

Most investors don’t know Cadence Design Systems (CDNS). It makes the software that the semiconductor firms use to design processors. Investing in Cadence is a bit like selling shovels to miners. The semiconductor chip makers can’t make their chips without this software, similar to miners can’t mine without a shovel….

The tech-heavy Nasdaq100 index touched a new record high on Thursday, before falling a touch into the close. This is not a high since the start of coronavirus. This is a new all-time record high despite everything. The index has rallied more than 40% from the March lows, but Wall…

The last few months have initiated an unusual time for the alcohol industry in the United States and across the globe. On the one hand, you have had restaurants, bars, and clubs shut down and with it their largest avenue for beverage sales. While on the other you had people…

Traders On “Hopium” As Markets Push Higher Again   Optimism surrounding a successful economic reopening continued last week in the US, with all of the major indices firing again. Wells Fargo’s (WFC) head of global market strategy, Paul Christopher, referred to the giddiness traders were feeling as being on “hopium”,…

The coronavirus pandemic has affected our lives in a multitude of different ways, and will no doubt continue to have a distinct impact on many aspects of our lives going forward. Whether it be forced social distancing in pubs and restaurants, being prevented from attending sporting events, concerts or the…

Re-open rally back on Track as Amazon and Facebook Hit Highs   Wall Street’s “re-open rally” was back on track last week as US Federal and State governments attempted the challenging task of getting the economy back online after months wallowing in shutdown mode. Market results were still choppy however…

On March 25th we expanded our Pandemic Portfolio to 24 stocks we thought would benefit from the new remote economy. Then on April 16th we checked in to see how they were going which you can read here The market has continued to advance during that time so we thought…

Small business is the lifeblood of the economy and our latest pick is an essential service to this huge industry. According to JP Morgan Chase, small businesses are the anchor of the US economy with 48% of all US employees working in the sector and they provide 33% of US…

The global pandemic has changed the way we do things. With populations under lockdown we have changed our behaviour almost overnight. Instead of going to the shop we buy online. We expect to be able to access everything we need online – Food, medicine, healthcare, education, entertainment and other essentials….

Markets Pull Back as CPI and Retail Sales Falls Set New Records   Markets finally took a breather from their eyebrow-raising rally last week, with the major indices falling despite a late-week recovery. The until now seemingly untouchable Nasdaq even dropped by 1.1% over the five sessions, as a raft…

There are not many nice things you can say about the coronavirus. It has upended our lives to a degree I have not seen in my lifetime (and will hopefully not see again). It has cut a swathe through perfectly healthy economies and dragged down some perfectly good companies with…

Nasdaq Positive For 2020 As Job Losses Hit 33.5 million All of the major indices made gains last week for the first time in three, flying in the face of the multiple economic reports which showed the economy stressed at levels not seen since the second world war. The benchmark…

Not many industries have suffered the detrimental impact of Covid19 like the Auto industry has. Chinese factories responsible for manufacturing car parts closed down for much of February and March, while similar factories in Europe closed down on March 19. This left the US assembly plants with little product to…

April Sees Biggest Gains Since ’87 Despite Skyrocketing Unemployment April saw the biggest gains the S&P500 has experienced in more than 33 years, rising 12.7% and gaining back the 12.5% it lost in March. It was its third-best month since World War 2, beaten only by January 1987 and October…

The curve is flattening. The shutdown phase of the pandemic is almost over. States are taking steps towards re-opening. But for a complete re-open to occur we need one vital factor. Testing. That is why Trump announced a new law yesterday to provide $25billion to expand testing. Now we have…

Does Anybody Have an Empty Swimming Pool? How The Oil Market is Influencing Wall St and our Portfolios Does anybody remember how this all kicked off? I know its only April but the middle of February seems like years ago. However, if you think back you might just recall that…

When the market gets demolished, as it has done over the last month or so, it’s always a great time to go bottom fishing for cheap stocks. It’s important to be careful though. You can’t just pick up any old thing that’s been belted from pillar to post. You need…

Samsung announced this week that its smart watches have been approved as official medical devices. The Galaxy Active 2 watch can now monitor blood pressure. It can do this through the use of clever sensors in the back of the phone. And these sensors and the associated software are going…

Matthew and Paul debate where the market goes next What a crazy time we are living in. If you had told me six months ago that by March 2020 almost the entire globe would be locked down at home, unable to venture outside other than for essentials, I would have…

On March 25th we expanded our Pandemic Portfolio to 24 stocks we thought would benefit from the new remote economy. Since that time the Dow Jones is up 10.8% so we thought we would take a look at how our portfolio is going. Ticker Company Industry Gain/loss CLX Clorox Bleach/Wipes…

With Apple reporting second-quarter earnings at the end of April, and with a share price heavily impacted by society’s global shutdown, we thought it might be time to take another look at the iCompany and where it currently sits value-wise. If you’ve been at Capital 19 for any length of…

Stay focused on the long term and use dips to buy stocks Other than the two sessions straddling the end of the month and the end of the quarter, each session last week saw a change in market direction. Something that has become the norm over the last few weeks….

The coronavirus which has swept the world in 2020 has sent shockwaves through global markets as economies experience a shutdown not seen in the lifetimes of the vast majority of us. The economic impact has already been disastrous and we still don’t know how long the pandemic will take to…

Have we seen the bottom already? Well, what an amazing week Wall Street had last week. Despite starting with a fairly sizable down day on Monday, and finishing with a similar-sized down session on Friday, all three of the major indices pounded out massive gains midweek to breathe signs of…

We all know this virus problem will not be a problem forever. One day it will pass and the stock market will recover. When that happens, it will be the best opportunity to profit you have had in the last 12 years. But what is the best way to profit?…

Back on March 6th we came up with a list of stocks that we thought could benefit from a world in which coronavirus becomes a long-term problem. You can read the original post here Taking this original concept further, we have found a few more stocks that could do well….

Nvidia (NVDA) is a long-term stock market survivor because it has transformed itself several times to stay at the forefront of technology innovation. For some time now, the company has been able to do no wrong as managers have positioned the company to be in the middle of all the…

Markets prepare for the worst The Dow Jones Industrial Average, the S&P 500 and the Nasdaq all posted their worst weekly losses since 2008. The financial carnage spared not one of the S&P’s 11 sectors with all of them down more than 20% from their 52-week highs. The Dow is…

The American Hospital Association projects that some 98 million Americans will ultimately become infected with covid-19, resulting in 48 million hospitalizations. Of these, 480,000 may die. If these grim numbers prevail, covid-19 would be 10x to 15x worse than the deadliest flu season. Every nation must come to grips with…

With the whole world seemingly going into lockdown, it’s a tough time for companies globally. Restaurants, pubs, and clubs are deserted, cinemas and shopping centres are empty, and sporting contests are going ahead without crowds. But there are a few select industries that are benefitting from having a captive audience…

Record volatility as stock markets swing widely The big swings continued last week as COVID-19 and the oil stoush between Russia and OPEC dominated headlines once again. There were no small moves to be made in any session. Tuesday’s rally back from Monday’s heavy losses was the smallest, and even…

Today PayPal is a household name, with many of you reading this having most likely used the service at one time or another.  For some, such as myself, I hardly make a purchase without it. But originally, PayPal began as a security software company for mobile phones and tablets. It…

A Tiny Way to Big Profits Imagine this. You go to your local supermarket, put anything you want in your shopping trolley and then just wheel it out of the door straight to your car. No scanning things one at a time and packing and repacking at a cash register….

During times of high volatility, it can be very tempting to want to pull out of your stock market investment. But according to a recent study by Bank of America this might be the worst thing you can do. Panic selling not only locks in losses but also puts investors…

Traders don’t know which way to go as volatility remains high The major indices managed to eke out small weekly gains last week, but the final result belied the dramatic moves in each of the sessions, with the market swinging back and forth like an oversized pendulum. Investors are still…

Since stocks peaked on February 19th, the S&P500 has plunged over 10% even after some big up days in the middle of it. We decided to try and put together a portfolio of stocks that could be used as a defensive move to enable you to stay invested through this…

Credit card company American Express was founded in Buffalo NY in 1850, starting out life as an express mail business. It initially built up a monopoly on the movement of goods, securities, and currencies throughout the state of New York, but quickly became a market leader in deliveries across the…

No doubt you’ve heard of Amazon (AMZN). It’s more than likely that you’ve purchased something from their website, or at the very least watched one of their TV shows, read a book from their kindle store (possibly on a kindle reader), or had something stored in their vast empire of…

Teleconferencing to gain from virus cancellations Conferences all over the world are being cancelled. We have seen cancellations of sporting events, postponement of movie releases, flight cancellations, holidays abandoned and now Google is cancelling its annual developer conference and Facebook (FB) and Twitter (TWTR) said they will not be sending…

Markets Enter Correction Territory on Mounting Corona Virus Fears Well, it’s official. The U.S. stock market is in correction (along with the major global stock market indexes). The downward momentum caused by fears of the COVID-19 (coronavirus) outbreak becoming a global pandemic has only built up as the week has…

Stocks Plunge as COVID-19 Spreads US stocks have retreated almost 5% from their highs in just 2 days as cases of COVID-19 jumped around the world, particularly outside China. Domestic lockdowns and quarantines in mainland China over the past month appear to have had some positive effect, with the rate…

Schrodinger is a new offering to the market and has only been available to trade since February 5th, but it is exciting in a few different ways. Firstly it is backed by Bill Gates and hedge fund guru David Shaw who together own 50% of the business. But the real…

Suspicions over the accuracy of China’s coronavirus reporting failed to dampen stock buying last week. Nor did the rise of Bernie Sanders as the favourite in the fight for the Democratic nomination in the November Presidential elections. Both the Nasdaq and the S&P500 closed out the week at all-time highs,…

McDonald’s is one of the oldest and most revered names in the fast-food industry and has one of the most recognisable brand names in the world. In terms of revenue, it is the largest restaurant chain globally, serving more than 69 million customers daily, in over 38,000 individual locations, and…

The major indices bounced back hard last week, regaining ground from the previous week’s losses following concerns over the coronavirus. Wall Street was positive from Monday through to Thursday, hitting all-time highs yet again, and only stumbling slightly in the Friday session to take a little bit of shine off…

Everyone is talking TESLA (TSLA) this week as the electric car maker stock looked more like a SpaceX flight to Mars than a small volume automaker. At the stock’s peak price this week Tesla was valued as the second biggest car maker in the world behind Toyota who sold 10.7…

Jeremy Siegel is the Professor of Finance at the Wharton School of the University of Pennsylvania in Philadelphia and has been since 1976. This guy has been given too many awards to list. Suffice it to say he is someone worth listening to when it comes to investing. He is…

The coronavirus loomed large over Wall St last week despite a myriad of earnings reports from a host of big guns on the Dow and S&P500. Markets found it hard to quantify the risk to the US and global economies, as the number of cases increased throughout the week. Initially,…

The major indices posted their first losses for 2020 last week as a new potential threat rode into Wall St. For the first few weeks of the year, we had a cease-fire in the trade war, albeit a temporary one, we had interest rates finally down where we wanted them,…

The Wuhan Coronavirus Risk There are two categories of risk investors face when owing stocks: Systematic risk and Idiosyncratic risk. Neither are the kind of thing you would bring up for dinner party conversation, but they are important to understand as they have implications for your portfolio When your portfolio…

United: Looking like good value as long as risks remain short term United Airlines is based in Chicago and is the holding company for both United Airlines and Continental Airlines. United Airlines transports people and cargo throughout North America but also to destinations in Asia, Europe, the Middle East and…

Buying opportunity – Curaleaf Holdings Inc. (CURA.PURE) In 2019 we saw the Cannabis sector sell-off around 50% on average for a lot of the ‘major’ players – think Canopy Growth Corp, Aurora Cannabis, and Aphria Inc. to name a few. Since the beginning of 2020, off the back of what…

The major indices continued hitting all-time highs last week as China and the US agreed to a phase one deal, and earnings season kicked off in full. Solid economic data also fueled the rally, while chances of conflict in the middle east eased as Iranians protested their governments’ unintentional shooting…

Welcome back everyone to another year of the Capital 19 Catch Up. Following a successful trading year in 2019 where markets had gains across the board, here’s hoping for another positive one in 2020. We look forward to guiding you through it. 2019 was certainly a blow out when you…

Despite some relatively intense events occurring over the course of the last week, Wall St remained relatively muted, again just falling short of all-time highs. Overall the small stocks were the worst performers of the week with the Russel 2000 index dropping 1.2%. It wasn’t too much worse than the…

Wall St continued to rise last week as optimism over trade negotiations helped buoy investor spirits. The Dow closed the week out with an 8-day winning streak which it hasn’t seen in over a year, while some mixed trading days saw both the S&P500 and the Nasdaq throw in a…

Last month’s quarterly earnings announcements brought on some big movements in the Cannabis sector. Industry leader Canopy Growth’s softer than expected results sparked a sell-off, with most major players sliding anywhere from 5% – 15% as the market digested the results. Canopy reported a net loss of approximately $1.6 Billion…

After a rough start on Tuesday, markets rallied hard through the rest of the shortened week with all three of the major indices building impressive gains. A data report showing US manufacturing activity decreased in August for the first time since 2016 wasn’t enough to compete with positive news in…

Finally, some reprieve after a chaotic August August on Wall St has finally come to a close, in what turned out to be a relatively chaotic, albeit exciting month for traders. Of the 22 sessions in August, the S&P500 had moves of more than 1% (in either direction) in 11…

Our Head of Operations & Compliance, Trevor White talks about the importance of Compliance. Compliance ensures that a business adheres to external rules and internal controls. In the financial services sector, compliance works to meet key regulatory objectives to protect investors and ensure that markets are fair, efficient and transparent. They…

Markets seemed to be on track for a relatively stable week leading into Friday’s session. Bond yields had risen during the week, following last week’s inversion, and earnings had impressed in key sectors of the economy.   The farce of Friday’s Twitter debacle It was going to be all down…

Roku: Building enviable scale as a valued streaming aggregator   One of the leading tech trends in recent time has been the rise of video and audio streaming in households all across the world. Viewers have been abandoning traditional television in favour of on-demand services that cater to their particular…

Our ultimate aim with the Global Growth Portfolio is to maximise absolute return through investment in high conviction US-listed equities. One of the keys to achieving our portfolio objective is constant monitoring of our holdings and, where necessary, making tweaks to ensure that we are only invested in companies that…

Capital 19 Head of Operations Trevor White, also has a background in lighting design, and today he was given the opportunity to attend a pre-season preview of the musical Chicago, showing at the iconic Capitol Theatre in Sydney. The sassy musical stars some of Australia’s most talented performers. Starring as…

TAIWAN SEMICONDUCTOR MFG (NYSE: TSM) Financials: Market Cap: 209.56 P/E Ratio: 21.51 Dividend: $1.28 per share (~3% at current price)   Summary Taiwan Semiconductor is the first and largest ‘pure-play’ semiconductor manufacturer in the world. Servicing over 400 companies, including many of the largest names on Wall Street such as…

In last week’s Catch-Up, I mentioned that I had needed motion sickness tablets to deal with the markets from the previous week. Well, there was no reason to put them away during last week’s action either, as investors continued to be confused by mixed messages coming out of the White…

Google: One conglomerate that isn’t in search of an answer   Few companies have a place in our daily ritual as much as that of global tech giant Google. In fact, such is the company’s hold on society, it has cemented itself as the leading search engine provider. Its status…

It was a wild and woolly trading week last week as the major indices rollercoastered following the previous week’s heavy sell-off. The falls continued into Monday, stabilised a little on Tuesday, before earning the year’s best one-day comeback on Wednesday, rallying on Thursday, and dropping slightly again on Friday. It…

The Benefits of Diversification   Most investors are familiar with the concept of diversification. We know that if we put all our eggs in the one basket our returns will experience high volatility, but if we spread our investments across several different assets we’ll enjoy reduced volatility of returns. In…

Microsoft: An agile software behemoth.   One of the most instantly recognisable brands in the world, Microsoft (MSFT) has enjoyed a long history of innovation as the technological landscape has changed around it. Today the company operates across various industries, from computer software and hardware to social networking services, video…

To many, Facebook is just another social media site they log into to keep in touch with family and friends. It’s easy to navigate, pretty much everyone uses it, it’s free, and readily accessible across the globe. Many investors have assumed exactly the same thing. A nice little website to…

Aside from a Fed fuelled spike in Thursday’s session, Wall St spent much of last week moving lower as earnings season kicked off in full. It was a tough week for investors to gauge where to look, as we sifted through a deluge of second-quarter report cards, a raft of…

It was record highs all round on Friday as the markets ended another week of trading. All of the major indices finished with their highest closes ever, as Jerome Powell’s testimony to congress heightened expectations for a rate cut at the end of the month. There were also two milestones…

What will the webinar cover? 1. How to generate more income on your existing shares through selling Call Options 2. What is a Call Option 3. Why selling Call Options on your shares is less risky than just holding shares 4. How do you pick which Call Option to sell…

Last week was a shortened week on Wall St, but that didn’t stop us from seeing all-time highs midweek, before a stumble on positive news later in the week. Both the Dow and the S&P500 finished with best all-time closing highs in the Wednesday session, as markets surged after another…

Zillow Group: Economising the world of real estate data   Formed in 2006, Zillow Group (Z) is a US digital real estate database that has seen significant growth over the years. Since its inception, the website has evolved into a databank featuring house valuations, property listings and market data. One…

Well, the first half of the year is done and dusted and it finished with a belter of a June month for much of the US stock market. The Dow Jones Industrials finished 7.2% higher for the month, having its best June gain since 1938 (when it gained 24%). While…

The Walt Disney Company: A modern-day stock market fairy tale. After nearly one hundred years, Walt Disney has become synonymous with media and entertainment. It’s a household name right around the world through its generations of films, merchandise, music, television coverage and theme parks. Whereas Facebook (FB), Twitter (TWTR) and…

The major indices racked up their third week of gains last week, with the likelihood of an impending interest rate cut trumping tension in the middle east. There are impressive milestones in the offing if they can manage another positive week this week, which will result in the best June…

Capital 19 proudly supported this year’s SMSF & Investor Expo as a major sponsor. Over the two days, the Capital 19 team met with hundreds of Aussie investors, providing information about our popular income-generating investment options. Capital 19 Founder and Managing Director, Matthew Jones, delivered a compelling presentation on Saturday…

The major indices inched higher last week as investors weighed disappointing economic data coming out of China with an impending Fed meeting which will likely deliver news on when we can expect a rate cut. The Nasdaq fared the best of the three with a 0.7% gain, while the S&P500…

Atlassian and ServiceNow: Unrolling the modern-day SaaS cloud ecosystem If you were looking for two standout IT stocks across the last five years, Atlassian (TEAM) and ServiceNow (NOW) would surely be in the discussion. It’s perhaps no coincidence that the duo are what is now part of a rapidly growing…

The Dow managed to snap a six-week losing streak last week, also having its best weekly result since November of last year.  It gained an impressive 4.7% over the five sessions, while the S&P500 followed with a 4.4% rise, and the Nasdaq gained 3.9%. The world’s two biggest companies helped…

Adobe Inc: The original Nasdaq growth stock Almost forty years ago, Adobe Inc. started as a computer programming language developer. In subsequent years, the company shifted its focus to digital fonts, before then creating the graphics editing program we’ve all become familiar with today, Photoshop. Before Photoshop was released, however,…

May was a tough one for investors in 2019 with the major indices all suffering their first monthly losses for the year. The benchmark S&P500 fell a hefty 6.6% for the month, while the Dow lost 6.7%, in what was their steepest may decline since 2010 (and second worst May…

Congratulations to Capital 19’s Senior Advisor Michael Smith (pictured right) in his achievement of winning the 2019 John Coyne Memorial Matchplay Final, held on May 25 at The Lakes Golf Course. The final was contested between pairings of David Deverich & Michael Smith who versed young guns Lachlan Starkey & Jackson…

Every day, Capital 19 helps Australian investors from all walks of life to get the outcomes they need from their investments, whether it’s to generate REGULAR INCOME for an active retirement or to diversify their portfolios with investment opportunities from across 19 GLOBAL MARKETS. We’ve released a new promotional video…

My Way or the Huawei The week was ridiculous. First, the US bans trade with Chinese company Huawei, so markets fell, but when they said they won’t implement the ban for 90 days, markets went up again. The US then said they might add the Chinese video surveillance company, Hikvision,…

Capital 19 is pleased to announce a partnership with motorcycle rider academy motoDNA. The academy is based at the Sydney Motorsport Park and it currently runs rider training in NSW and QLD, for all levels of rider experience, from beginners to experts. motoDNA is headed by former GP 250 Racer…

The trade war continued to dominate the talk on Wall St last week, as markets consolidated after the previous week’s falls. Despite trade talks being all but shelved by the weekend, investors remained stoic for much of the week with the major indices only losing ground in the Thursday and…

SYDNEY, May 15, 2019 / — Furthering its dedication to being Australia’s leading trading company for global securities, Capital 19 today announced the strategic partnership with Concierge Traveller, a veteran full-service travel company that specialises in unique global travel experiences. Commenting on the partnership, Capital 19 Managing Director Matthew Jones…

The 2019 Wall St recovery tour hit a speed bump this week, as trade negotiations between the US and China became mired in arguments between the two participants over who had agreed to what. The US accused China of reneging on previous agreements and despite China’s denials full 25% tariffs…

Capital 19 staff and clients headed out to Sydney Motorsport Park G.P. Circuit (Eastern Creek) to take part in another well-organised training day with motoDNA.     

Overall, 2019 is set to be a year when investors start looking for results from cannabis picks in Canada, while the US is expected to continue to gain momentum from key policymakers. As a result, investors may be motivated to pay more attention below the border. But that’s just the…

Wall St fought back hard at the end of last week as the unemployment rate fell to its lowest point in 50 years. It only took the weekend to snuff out the late rally, however, as the trade negotiations between the US and China took a turn for the worse….

Cannabis was a key ingredient in many mass-produced legal drugs in the early 1900s before restrictions increased and it started being labelled as poison. To understand why, it’s important to look back to what was happening in the United States at the time, just after the Mexican Revolution. During this…

Hi all. The Catch Up is back this week after a weeks hiatus for the Easter and Anzac day holiday break last week. We’ve put on a couple of extra kilos thanks to all the Easter eggs and hot cross buns we’ve consumed over the last seven days, but we…

Hemp is among the oldest industries on the planet, going back more than 10,000 years to the beginning of pottery. The Columbia History of the World states that the weaving of hemp fibre began over 10,000 years ago. Presidents Washington and Jefferson both grew hemp. Americans were legally bound to…

Medical History Cannabis has an extremely long history with the first documented case of its use dating back to the time of Chinese Emperor Shen Nung, known as the “father of Chinese medicine” Circa 2800 BC. The benefit of cannabis use has also been mentioned in ancient texts of the…

Over the last couple of weeks, we’ve been delving into the topic of Labor’s franking credits policy and the implications for all Australian investors and particularly retirees. The proposed changes, which are scheduled to be implemented by June 1 of this year if Labor wins the upcoming election, will have…

Last week saw Wall St in a holding pattern as we waited patiently for more news out of the US-China trade negotiations, and for earnings season to kick off in full. The S&P500 moved 14.67 points higher for a 0.5% gain, the Dow lost 12.69 points to lock in a…

On Thursday morning, Prime Minister Scott Morrison took the short drive to Yarralumla, the home of the Governor-General of Australia, to dissolve the 45th parliament. Thereby triggering an election of the new parliament to be held on the 18th May, and subjecting the rest of us to 35 days of…

What is Cannabis? Cannabis has been more commonly referred to as “ marijuana ” and informally as “weed” or “pot”. There are two main properties of the cannabis plant, delta-9 tetrahydrocannabinol (THC) and cannabidiol (CBD). Both compounds interact with your body’s endocannabinoid system to impact the release of neurotransmitters in…

The Market Cycle How you can prepare for what comes next. Presented by Investment Advisor, Elliot Trudgian   By doing some research, it’s possible to see patterns that can inform an investor about the current state of a market cycle. The Market Cycle- How you can prepare for what comes next….

It was another positive week for stocks last week, as all of the major indices finished higher. The S&P500 made 2.1% over the five sessions, the Dow added 1.9%, while the tech-heavy Nasdaq rose 2.7%. All week the market rose on teasers out of the US-China trade negotiations.  Despite nothing…

We all know that governments like to make budget cuts. Especially if they think the average punter won’t care or notice. It allows them to spread the cash around to other areas, ones that are generally more popular with the voting public. Do they need to be fair? No, of…

Introducing the Cannabis Industry Over the past year, Cannabis has become one of the hottest and most talked about sectors across world markets, which is interesting considering that it wasn’t all that long ago that the very notion of investing in the flowering herb meant you were running afoul of…

What are your options if the Franking Credits proposal becomes legislation? What are the implications of this proposal? Will stocks that are paying high franked dividends, such as banks and telecoms, be viewed as less attractive by investors? What other sources of non-franked income may become more attractive? Will we…

Last Friday’s session brought to an end the first quarter of 2019, and what a quarter it turned out to be. After following on from one of the sharpest and quickest downturns we had seen at the end of December 2018, the markets have come roaring back into life to…

Why you should invest in shares. So you’ve managed to squirrel away some savings through hard work, intelligent decisions, and maybe a little bit of luck. You’ve got a nice little chunk of cash sitting in your bank account (or maybe under the mattress), it’s earning little to no interest,…

It was a tough time to be a trader last week, as a rollercoaster market traded up, down, and sideways, before culminating in a decent sized pullback in the Friday session. It was the biggest fall for all the major indices since January 3. It pushed all three into the…

US stocks continued their advance last week as the S&P500 (up 2.9%) and the Nasdaq (up 3.8%) hit five-month highs, and the Dow gained 1.6%, undeterred by its most influential component Boeing (BA) falling 10%. Despite being the most watched and most well-known of the major indicators, the Dow is…

It was a tough 5 sessions for US markets last week as Wall St finally took a breather from the 2019 bounce back and investors decided to take profits after experiencing the lows of December. The market fell in every session, leaving the S&P500 and the Dow down 2.2% and…

Buying and Selling U.S. shares is the same as buying and selling Australian shares. You simply instruct your broker what you want to do, either using their online trading platform or website or by calling them and speaking to a representative. Usually, the U.S. market doesn’t need to be open…

Investing in global markets is now more important than ever before. Read about global equity investments, in the March issue of the Australian Investors Association magazine, “The Investors Voice“. You’ll also find useful articles on: GLOBAL LISTED INFRASTRUCTURE STOCK MARKET CORRECTIONS E-COMMERCE SUPER FOR SOME NEW ASSETS TEST The magazine is available…

The rally US markets have been experiencing since the start of the year stalled last week as the major indices stopped to catch their breath after a long uphill run. The Nasdaq snuck through another winning week though, gaining by 0.9% and extended its winning streak to ten weeks. The S&P500…

The Securities Investor Protection Commission (SIPC) is an organisation in the U.S. that guarantees assets (cash and shares) held with a stockbroker, or as they tend to call them, a broker-dealer. Members of SIPC are able to provide their customers with a guarantee of up to $500,000 (max. cash component…

How To Profit In A Volatile Market The Australian market was down 7% in October, down a further 3% in November and at one point in December it was down 15% from its previous high! This market volatility has proven problematic for most investors, however, there is one investment strategy…

It was another good week for Wall St as the Dow and the Nasdaq rose for the ninth straight week. It’s the Nasdaq’s best weekly winning streak ever, and the Dow needs just two more up weeks to beat its all-time record of 11 back in 1964. All three of…

It’s very likely that Capital 19 have the highest motorcycle per capita of any organisation, so it was only a matter of time before we decided to go riding together, or as it turned out, racing together. Some of the team recently ventured out to Sydney Motorsport Park G.P. Circuit…

The Global Financial Crisis of 2007-2009 is considered by many to be one of, if not the most, extreme periods of financial and economic instability in modern history – rivalling the great depression of the 1930s. Liquidity evaporated, asset prices plummeted and individual and institutions alike defaulted under mounting debt…

This is another area that causes a lot of confusion, mainly because the Australian share market operates differently to the rest of the world. In Australia, the stockbroker executes the transaction and a computer system called CHESS (Clearing House Electronic Subregister System) sends you certificates noting that you hold the…

Last week was a ripper for stocks as all of the major indices rose by 2.5% or more. The Dow and the Nasdaq both moved to their eighth winning week in a row while the S&P500 made it seven from eight. Bank stocks led the charge, rising across the board….

That depends on who you use as your stockbroker. The large Australian stockbrokers treat the servicing of clients wanting to buy U.S. shares, as an afterthought, and they charge a lot for that service. You also need to be careful and ensure that you read the fine print. Check for…

The final release of the Royal Commission last week was a relatively good result for Australian Banks and their share prices rose appropriately after it, however, going forward there could be some significant headwinds ahead for our financial sector. Election If the Labor party win the election, which seems likely…

Wall Street’s recent recovery from the hiding it took in December hit a snag in the last trading week, as the same old issues reared their slightly off-putting heads again. It was hardly a terrible week though as the S&P500 still managed to eke out a 0.1% gain, largely thanks…

Currency Risk This is another consideration when buying U.S. shares from Australia. If you own a U.S. asset, the value of that asset will go up and down as the AUD to USD exchange rate changes. If the AUD to USD exchange rate goes up, the value of your U.S….

The Cash Splash:  Bad News is Good News….. Again There is nothing Wall St likes more than a cash splash. And that’s effectively what they were presented with last Wednesday as the Federal Reserve placed rate hikes on hold – for a little while at least. It was a stark…

How can you pay for US Shares? When you buy U.S. shares you need to settle this in U.S. Dollars. As an Australian, you probably only have Australian Dollars. The traditional way of buying U.S. shares is to open an account with a broker who has access to U.S. markets….

Earnings Bonanza Sets Up an Exciting Week on Wall St   Trump moaned on Twitter last week that the media were focusing more on his Wall argument than the “Great earnings coming out of the Stock Market”. Well, this will all change this week as the nonsensical Wall imbroglio has…

How to invest in the US Stock Market? Now that you’ve decided you want to buy U.S. shares, how do you go about it? The process is basically the same as buying Australian shares. First, you’ll need to find a broker with access to the U.S. markets. U.S. brokers tend…

US markets seem to have no problems drifting higher at the moment, despite any resolutions to any of the problems we discussed last week. It certainly suggests that the falls of the last quarter were an overreaction, which we all suspected. Especially given that the economy is still humming along…

Research is actually more plentiful and freely obtainable for a U.S. stock than it is for an Australian stock. The size of the U.S. market means there are many more resource providers. Websites such as Yahoo Finance and FT.com all contain an immense amount of free information from historical earnings…

Aaaand……. we’re back. After a few years in hiatus, the Capital Catch Up is back and ready for action. Albeit in a slightly different format. It will be coming to you on a weekly basis, most likely on a Monday, and we’ll see how it goes from there. We’ll hope…

Should you buy U.S. Stocks if you don’t know anything about them? This is something I hear all too often from investors, but in reality, it couldn’t be further from the truth. I suspect that your day went something like this: You woke up lying on your Sealy mattress Turned…

Sydney based global stocks and options market leaders, Capital 19, has unveiled a new logo and a new website as part of an extensive rebranding initiative. The rebranding initiative has provided a platform to better acquaint prospective investors with our global investment expertise and capability and our unrivalled level of…

The first question that comes to mind when thinking about investing in U.S. stocks is, why do it? To that question, I would reply, why not? As you’re about to discover, investing in U.S. stocks is much easier than you think and it offers opportunities unobtainable in Australia. The Australian…

His main point is that we should buy good companies at bargain prices.