Members Podcast

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

A good day for the market - ASX 200 up 65.  Gold, Energy and Resources lead the way.  Hear about the Soccer, the hot an old stocks and a shout out for Wayne's Birthday from Marcus Today.

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

The ASX 200 is tracking along nicely, up 36 points (+0.5%) to 7175.  Almost all sectors are trading higher. Energy is leading the market, with coal stocks rallying hard, the coal price was up 6.62% overnight as oil continues to slip. Resources are also holding up well, despite a fall in iron ore as Chinese covid cases threaten to take off again. Lithium stocks are back and enjoying a rally today. The banks are mostly higher, the Big Bank Basket is up to $186.93 (+0.4%). CBA is within 0.7% of its all-time high.  Technology is unchanged for the day. Dow Futures are up 29 points, and NASDAQ Futures are up 23 points.

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

The ASX is up 24 points (+0.3%), very slow day, with another narrow trading range, only 26 points.  Financials are the best performers, with the Big Bank Basket up to $185.14 (+0.8%). Defensive sectors are having another positive day, industrials, utilities, and staples are all higher. Resources are mixed. Iron ore miners and energy stocks are basically unchanged, but gold and lithium stocks are struggling.  Technology has also barely moved, the All-Tech Index is down 0.2%. BHP Group (BHP +0.4%) has revised its proposal for Oz Minerals (OZL +4.0%) up to $28.25/share.  Dow Futures down 11 points, and NASDAQ Futures up 29 points.

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

ASX 200 up 9 at Midday - narrow range - not much going on. In the Podcast today we revisit the One Stock Portfolio and have a few ideas. The Strategy seems set. Back to finding ideas.  Gold up, Resources down. Westpac Ex-Dividend.

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

The ASX 200 is down 33 points (-0.5%), worse than the 12-point loss SPI Futures had expected. The script has flipped from yesterday, resources are back up, and financials are down. Financials are weighing on the market, the Big Bank Basket is down 1.6% to $182.19. The resources are outperforming, with iron ore mines moving higher. Energy stocks are also finding some gains, with coal stocks racing higher. Smaller lithium miners hurting a bit again today. Gold miners are on the nose, despite the gold price moving higher overnight. SFR is bucking the trend, up 7.3%, as it withdraws from Doolgunna Farm In agreement. Tech stocks are mixed following a good night in the US, the All-Tech Index is down 0.4%. Australia’s wage price index rose 1% in the third quarter of the year, with annual growth now at 3.1%. Dow Futures are down 120 points, and NASDAQ Futures are off 53 points.

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

The ASX 200 is down 21 points (-0.3%), despite the Futures suggesting a 37-point fall this morning.   NAB ex-dividend. WBC ex-dividend on Thursday. RBA Minutes out this morning have turned the market lower - they expect to raise rates further. Lithium stocks see profit taking today after a huge recent rally. Defensive sectors are holding up best - Healthcare, Financials, Staples. Healthcare is the best performer, with most stocks trading higher. Financials are pushing higher, the Big Bank Basket is up to $85.62 (+0.6%). Commonwealth Bank Australia (CBA) is up 1.3%, on its first-quarter trading update - all the right noises. Utilities, staples and industrials are all slightly positive. Technology stocks are mostly higher, the All-Tech Index is up 0.2%. Resources are dragging the market down, with a big sell-off in lithium stocks weighing heavily. Iron ore miners are falling behind after a 20% rally in BHP and RIO in 20 days. Dow Futures and NASDAQ Futures are up 57 points and 39 points respectively, after a bit of a wobble last night.

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

Its "Game on" and I don't mean England versus Pakistan (although that's game on as well). We have been waiting for this day and whilst nothing is certain, what more do we need? The US CPI number suggests we have seen inflation peak, interest rates peak, the peak in Fed aggression, markets bottom, and on the back of that it's GAME ON. We have already positioned for this in the Strategy Portfolio, and the Ideas Portfolio, our themes are already "in". Interest rate sensitive stocks, Technology, Housing, Gold (as the US dollar peaks), Risk on stocks (Hot stocks and smaller stocks) and Stock Market stocks (a sector we invented). Banks and Resources will underperform in this relief rally but they will still go up. We also have a BUY HOLD SELL on a stock that is arguably the best buy in Australia today.

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.