Bulls vs. Bears

Bulls vs. Bears

By MPC MarketsBusinessInvesting
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Bulls vs. Bears episodes

  • EP48 – Lululemon shows there is life in the consumer left yet

    This week on Bulls vs Bears – EP48 – Lululemon shows there is life in the consumer left yet

    • Australia’s job market surprises with unemployment dropping to 3.9%, potentially delaying rate cuts
    • Corporate shakeups: Insignia Financial receives takeover offer, Resolute Mining CEO takes leave
    • ACCC launches price-fixing case against Downer EDI and Ventia Services
    • DigiCo makes its ASX debut, raising nearly $2 billion
    • US market highlights: Warner Bros. plans cable TV spinoff, Google unveils new quantum chip
    • Nvidia faces antitrust probe in China, while Adobe’s stock tumbles on weak outlook
    • Commodities and crypto update: Gold finds support, Bitcoin holds steady at $100,000
    • Breaking news: Syria’s Assad regime overthrown as rebel forces capture Damascus

      • 45 min
    • Nvidia earnings beat analysts expectations... but not the markets

      Market Highlights

      • NVIDIA's Q3 FY2025 results: Revenue up 93.6% YoY to $35.08B, EPS $0.78, gross margin 74.6%
      • Amcor acquiring Berry Group for $US8.4B, creating $US24B revenue company
      • Bitcoin nears $100,000, up 7.72% this week
      • SpaceX valuation potentially over $250B in upcoming tender offer
      • Gold rallies to $2670 after forming low under $2550 last week

        • Commodities & Global Developments

        • Uranium rally continues following Russia ban
        • China issues $2B in USD bonds in Saudi Arabia
        • Russia uses new "Oreshnik" missile in Ukraine strike

          • Cryptocurrency

          • MicroStrategy stock becomes second-most traded on Wall Street
          • Bitcoin up 45.85% in November

            • Featured Stock: Findi (FND)

            • ASX-listed fintech operating in India
            • Price target hit: +38% in 22 trading days
            • Recommendation: Long-term hold

              • 37 min
            • EP43: Stocks soar as Trump & Republicans sweep US election

              US Election Impact: Donald Trump secured a decisive victory in the 2024 U.S. presidential election, defeating Kamala Harris. The Republican Party also made gains in Congress. Markets rallied in response, with key sectors like finance, energy, and defence expected to benefit.


              Market Movements:

              • Gold initially fell $90 to $2650 after the election but recovered to around $2700
              • Silver dropped to $31 but rebounded to $32
              • Bitcoin and other cryptocurrencies rallied, with Dogecoin up 30%

                • Company News:

                • Mineral Resources (MIN): Chris Ellison to step down as managing director following investigation
                • Sigma Healthcare (SIG): ACCC approves merger with Chemist Warehouse
                • ANZ Group (ANZ): Reported cash profit of $6.7 billion, down 8% year-over-year

                  • Featured Investment: Buy recommendation for Polynovo (PNV), a medical device company showing strong revenue growth and market expansion.

                  This weekly report provides in-depth analysis of market trends, political developments, and investment opportunities to keep investors informed in a rapidly changing economic landscape.

                  45 min
                • Episode 42: NASDAQ slides as Mag 7 goes on sale

                  Stocks closed sharply lower Thursday as Meta and Microsoft fueled a rout in tech, while hotter inflation muddied the path for deeper Federal Reserve rate cuts.

                  Meta Platforms slumped more than 4% after it racked up fewer than expected users in Q3 and detailed plans to boost spending offsetting better-than-expected earnings and revenue. Uncertainty related to 2025 investment growth will likely limit near-term margin expectations despite the company’s 3Q beat.

                  44 min
                • Episode 41: Tesla earnings save the market from surging bond yields

                  In this week’s edition of Bulls vs Bears, we have the latest market insights and financial news. Here’s a quick rundown of what we’re covering this week:

                  Market Movers

                  ResMed (RMD) is seeing a surge in investor interest following its strong first-quarter update. The company reported an 11% revenue increase to US$1.22 billion, driven by high demand for sleep devices and masks. ResMed’s gross margin jumped by 420 basis points to 58.6%, leading to a 42% rise in net income

                  Tesla (TSLA) made headlines with a 22% rally in its stock price, marking its largest after-hours gain. This was driven by robust third-quarter profits and an optimistic forecast for future sales growth. Tesla reported an adjusted earnings per share (EPS) of $0.72, exceeding the consensus estimate of $0.60

                  Commodities Watch

                  In the commodities market, silver has finally broken out, trading near $35 mid-week and settling around $33.65. Copper remains quiet, consolidating around the $4.40 level. Uranium continues its upward trend, while crude oil trades between $70 and $72

                  Political Landscape

                  The US presidential race between Kamala Harris and Donald Trump is neck and neck as we enter the final two weeks of campaigning. National polls show Harris with a slim lead, while battleground states are split or too close to call

                  Trade of the Week

                  Our trade recommendation this week is to buy back WiseTech (WTC). Despite recent turbulence, including the “resignation” of founder Richard White from the CEO role, we believe the market will see through this change and remain confident in the company’s direction

                  41 min
                • Episode 40: Microsoft and Amazon go radioactive to power A.I.

                  The latest edition of Bulls vs Bears highlights key developments in the financial markets

                  • ASX Rally: Strong global corporate earnings and a resilient Australian job market are driving the ASX upward. Notably, uranium stocks have surged due to major tech companies investing in nuclear energy for their operations.
                  • WiseTech Concerns: Allegations against CEO Richard White raise questions about the company’s future, with potential implications for shareholders.
                  • Uranium Market Growth: Companies like Microsoft and Amazon are investing significantly in nuclear power, indicating a shift towards sustainable energy sources.
                  • Bank of Queensland (BOQ): Despite a decline in profits, BOQ shares rose following optimistic financial results and management’s positive outlook.
                  • Flight Centre (FLT): Shares dropped sharply after an operational review indicated an uncertain growth outlook, despite improvements in efficiency.
                  • US Earnings Reports: Major banks like JPMorgan and Goldman Sachs reported strong earnings, boosting investor confidence ahead of upcoming reports from Tesla and Amazon.

                    • 48 min
                  • Episode 38: Tensions high in the middle east ...again

                    Risk off? The Middle East in turmoil, US jobs data, a softening US economy, yet the market still sits around record highs

                    • Stock Highlights – Sigma, Virgin, Liontown
                    • Commodities – The China stimulus “bazooka” lifts commodities
                    • US Jobs numbers key to market direction
                    • 31 days to go – until we can stop talking about US politics 

                      • 39 min

                    About Bulls vs. Bears

                    From the publisher's feed

                    Bulls vs Bears is a weekly Australian stock market podcast from MPC Markets. Every Friday, Mark Gardner, Jonathan Tacadena, and Kai Chen wrap up the week in markets, what moved, what mattered, and…