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Thoughts on the USDJPY currency cross

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Hi guys, I thought I’d throw you a currency question this week to keep you on your toes.
I’ll keep it short and sweet.
USDJPY has behaved exactly opposite to what I thought it would, considering the end of negative rates I thought the Yen would’ve had a nice bullish run.
When we also consider that the US is closer to rate cuts too, I find it strange.
Can you give any reasons or explanation as to why?
My only thoughts are it was the worst kept secret and it was already priced in, and/or, the market is pushing the Yen down to force a larger rate increase.
FWIW; the temptation was to strong and I entered a sell position at 151.55 seeing the risk reward in my favour.
Regards,
Simon

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Thoughts on Fiducian Group (FID)

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Hi guys
I had a look at fid and it looks a good stock to own . Your thoughts please
Thanks
Tony

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Thursday’s Morning Report Comment on AMC and ORA

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In this morning’s report whilst reviewing Amcor there was a comment made at the end “NB: This is not an encouraging read-through for our position in Orora (ORA) across two portfolios.”
My question is – can you please elaborate further on this comment. Thanks Geoff

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Current thoughts on Bowen Coal (BCB)

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Team,

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Thoughts on RRL & NHC please

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Despite the continuing rise in the gold price RRL remains in the $1.80/1.90 trading band. Do you still like it around the $1.80 level? Also, like most coal stocks NHC has fallen recently but with a dividend due 15/4 I am thinking of adding to my small holding, in effect, receiving 3 dividends in 12 months. Can I have your thoughts please. Thank you

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Thoughts on copper play Hillgrove Resources (HGO) please

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Hi Team,

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Bank Hybrids

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Would like to invest more in bank hybrids. Can you please suggest two or three that are long duration and best value at the moment. Would MM buy now or perhaps wait until after Easter when the market has at times fallen a little. Thanks as always, Geoff

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Thoughts on Suncorp (SUN) please

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Hi MMatters Team

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Why are gold stocks not following the metal at record highs?

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Hi team . I am a long term subscriber who is addicted to your service. It is the best I have found. I have a question. With gold at record highs why are Australian gold mining stocks not flying? Or is there a divergence between the current gold price and the gold shares in general. Do you think this will change in the future ?

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Your view on 3 stocks plus some graphene ideas

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Hi Team,

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