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US market ramping up on good results. The September sell-off looks like a buying opportunity as the long-term trend resumes. Seems the FOMC message about tapering and higher interest rates has got through and the market doesn’t mind. RBA minutes yesterday say the same thing as before, property market hot but rates not going to rise until 2024. Credit Suisse has listed a bunch of takeover targets with some interesting candidates. After the production numbers yesterday the BHP research is a bit flat although Macquarie thinks it’s worth 38% more than the current share price. Aristocrat Leisure getting a unanimously positive response to yesterday’s acquisition. The capital raising shortfall was covered 10 times. Today we have a look at the REBALANCE TRADE - buying stocks before they get included in the ASX 200. A full explanation of how it’s done and which stocks are in line for inclusion in December.