19th August 2024
Stock traders do make me laugh. The current focus on short-term leads to the majority of traders doing the wrong thing....
19 August, 2024
12th August 2024
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....
12 August, 2024
5th August 2024
Finally I get something to write about. Markets have been boring all year but now we are getting what I have been waiting months for....
05 August, 2024
29th July 2024
Markets don't like uncertainty and Biden pulling out has made the Trump presidency less certain. In fact, in one poll, Harris is already ahead. That's...
29 July, 2024
22nd July 2024
Last week I said a rotation into small caps had begun and it would be a good time to look at our Top 30 Strategy....
22 July, 2024
15th July 2024
CPI was the big announcement last week and we saw some changes to the way the big boys are positioning themselves....
15 July, 2024
8th July 2024
A positive week for stocks last week leading to another all time high for US equities. But the most interesting piece of news came from...
08 July, 2024
1st July 2024
Weekly Index Movement S&P500-0.0%Nasdaq-0.0%Aussie All Ords-0.3% Before we start today I wanted to talk about how worrying the US presidential debate was last week. The two guys...
01 July, 2024
24th June 2024
Weekly Index Movement S&P500+0.6%Nasdaq+0.2%Aussie All Ords+0.8% Nothing much seems to change in this market and every time I sit down to write this commentary feels like Groundhog...
24 June, 2024