Podcast Archive

Still waking up wondering whether the US has moved 1000 points and that tells the whole story.  We are in uncertain times. We aren't going to cash up the portfolios, it's not precipitous so much as 'grinding' but the message to those who have cashed up is that there is no rush back in. This year looks like hard work compared to last. We look at what the Fed delivered last night, the risk of a Ukraine shock and we look at a few RSI sell signals, a few oversold stocks and mention a few ideas, the best one of which is to give the stock market away for a while and go and play golf.  

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We look at the unprecedented volatility overnight as the market runs scared of the Russians invading the Ukraine and the FOMC raising rates on Thursday. A higher than expected Australian inflation number this morning hasn't helped.  We discuss whether we should be buying or selling and the reasons to be miserable or cheerful. Is this correction 'normal' or 'precipitous' is the question and we have a stab at answering that. 

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We have closed all the short term trades in the IDEAS section, declared a mild desire to hold more cash but haven't done anything about it yet, we look at the trend in the US market (breaking the uptrend) and provide a fabulous spreadsheet listing all the ASX listed ETPs - Exchange Traded Products - includes all the ETFs and listed Managed Funds. We also look at all the most recently listed ETFs and in so doing identify all the latest "fads" in the stock market. 

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Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.

We survive the US CPI number and if anything it's provided a few reasons not to worry about interest rates - despite a record number. We are adding to BHP holdings today and discuss the imminent increase in the BHP index weightings in Australia. We talk about why you should ignore sell recommendations in FMG,   look at the Us results season that's about to start, sell DMP in the IDEAS section and herald a new IDEAS WATCHLIST focus moving forward.

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A couple of new trading ideas today as we join JP Morgan in saying the recent tech sell-off has been overdone. We also look at debt, how it changes management and which companies will be disadvantaged by higher interest rates if and when we get them. We also talk POS and the Machiavellian plot , discuss a few themes in the portfolios,  and are on guard for the US CPI number tonight which is central to the interest rate debate.

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Welcome Back - Today we have POST-IT NOTES for 2022 - predictions for this year along with a look at ARB, PNV, MFG and some strategy bullet points for the day.

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The US market is close to all-time highs, the Australian market has had a good year, the US market has had twice as good a year. The volumes on Wall Street last night were a record low for this year as we slide quietly into the Christmas Buffers without too much to worry about. As it should be.  Today I present you with a Marathon Education Article about "10 THINGS THAT WASTE YOUR TIME" as investors, some IDEAS that are bubbling away in the background and tomorrow I will regale you with all my PREDICTIONS for 2022, which include the likely and the ridiculous.  






MT Christmas Advent Sale! This works like an advent calendar – we’ll be revealing a new sale offer for you every other day until Christmas and you have two days to redeem each offer. Once it’s gone, it’s gone forever!

Find out what is on offer today.

And the wheels on the bus go round and round - stay tuned for tomorrow's change of mood because we've had another one today. Omicron will not cause lockdowns says Biden and the Tech sector, Travel and Energy bounces.  Almost all the Australian BNPL stocks hit 52-week lows yesterday and are primed for a change of Tech mood. I'm not buying into it. Not keen on buying into anything in this sideways trade ahead of Christmas. We look at the ASX 200 and the S&P 500 technically - both are waiting for a new trend. I give you a prediction for the ASX 200 in 2022 and we give you a few IDEAS but have yet to action any of them.  

MT Christmas Advent Sale! This works like an advent calendar – we’ll be revealing a new sale offer for you every other day until Christmas and you have two days to redeem each offer. Once it’s gone, it’s gone forever!

Find out what is on offer today.

MT Christmas Advent Sale! This works like an advent calendar – we’ll be revealing a new sale offer for you every other day until Christmas and you have two days to redeem each offer. Once it’s gone, it’s gone forever!

Australia outperforming thanks to our lack of Tech. Omicron risk over the holidays. New lockdowns in Europe could upset Christmas. US GDP downgrades start. The new threat to growth is ill-timed considering the timetable for tapering and interest rate rises in the US. Biden's Bill delay doesn't help. A couple of ideas. No portfolio changes. 

MT Christmas Advent Sale! This works like an advent calendar – we’ll be revealing a new sale offer for you every other day until Christmas and you have two days to redeem each offer. Once it’s gone, it’s gone forever!

Find out what is on offer today.