US stocks are expected to open sharply lower this evening on tariff concerns, and we are using weakness to add a new position in Goldman Sachs (GS US), a stock that will likely be a key beneficiary later in the year underpinned by pro-growth US policies around lower taxes and regulation.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Wednesday 7th May – ASX +9pts, NAB, NXL, BOE
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Wednesday 7th May – Dow down -389pts, SPI off -31pts
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MM are buying GS US in the International Equities Portfolio, allocating 5% around $US563.10
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Wednesday 7th May – ASX +9pts, NAB, NXL, BOE
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Wednesday 7th May – Dow down -389pts, SPI off -31pts
Daily Podcast Direct from the Desk
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