We believe car finance should take off in the years ahead as supply chain disruptions dissipate and hopefully interest rates don’t jump too hard. Vehicle funding business ECX has run hard in 2021 and while we wouldn’t chase the current strength we feel another 10% pullback would take the stock into a reasonable accumulation area.
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Performance update for March, stocks that drove returns & our current positioning
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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Market Matters Research Lead Shawn Hickman with David Koch
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Wednesday 24th April – DOW +263pts, SPI +27pts
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MM likes ECX into a pullback
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
Daily Podcast Direct from the Desk
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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Wednesday 24th April – DOW +263pts, SPI +27pts
Daily Podcast Direct from the Desk
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