Month: October 2019
We are currently cashed up, and even holding short exposure which feels right given the recent market volatility. However, the pullback has caused some green shoots to pop up – a number of stocks are starting to look interesting as the broader index softens. Our report on Friday morning outlined 5 stocks we have on […]
The biggest ASX IPO for 2019 is set to be Latitude Financial which has come back into the fray after it’s failed attempt a little over 12 months ago. Latitude is a consumer finance business which generated the bulk of earnings from teaming up with the likes of Harvey Norman offering interest free terms on […]
Please excuse todays title, it almost sounds like I’m talking to my two daughters but with markets there is a time for postulation / “what ifs” and a time for action with the later approaching rapidly – not always as interesting reading but arguably far more important. The Dow has now tumbled around 1000-points in just 2 sessions as weak economic data is suggesting strongly that the US is no longer immune to the negative impact from its homemade evolving US – China trade war. This morning my mind switched to a line from yesterday’s International & ETF report:
Really bullish, there's more to go in the reflation rally
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