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I follow your incisive newsletter every day and have found your analysis stimulating and informative. While you often focus on macro analysis, I feel it is very US focussed naturally, but the rising power of China is often missed.

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Thanks as always in advance gents:
So, you haven’t covered this company for some time – and a while ago you warned me off it for good reason – but tiny AnteoTech (ASX:ADO), given their recent announcement, seem to have enormous new markets open to them.
The share price skyrocketed on the news, so what might you consider to be a 12-month target price now (understanding that these small companies do spike briefly on any positive news)?
PS – this is only Monday, so we’ll see what the week brings.

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Hi MM team, great service and I m a very happy investor as a result, can I ask a boring, procedural question please.

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Hi,
Thanks as always for your valuable insights. I note you haven’t covered the SUBD ETF In a while. Any thoughts on it as a consistent income generator?
Thanks
Michael

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Hi guys,

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Hi team, you are doing an excellent job in helping us navigate the stock market.

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Hi

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Hi guys you do a great job making people navigate through the stock market. I cannot understand why ZIP shares have been on a roller coaster ride lately. They came with a negative report then the next report they said that 2026 would be on track. Shares have been trading at the high end and now have dropped off. Was this because of the buyback put in place. Are they still a buy.

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Many thanks James for your continuing most interesting reading and updates.

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My wife and I have received a small part aged pension for about a year, and are most grateful for the concessions. I have read, almost as a PS that pensioners are excluded from these CGT changes, which might affect us marginally through our small Nest Egg fund – outside our SMSF. Do you know if we are definitely excluded?

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