Both of these commodities have come off their recent highs. Do you believe this a stepping down move or more of a breather before another surge upwards? Is the Mkt waiting for the interest rate cuts or is the geo-political status in USA, Gaza, Ukraine causing greater impact?

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Gold vs EVN and NST

July 27th, 2024 by

Hi Shawn, I would like to understand why yesterday when gold went down $50 per ounce EVN and NST both held firm. I would appreciate your insights. Regards Jeff

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View on Tech stocks

July 27th, 2024 by

We seem to be approaching a cross road where interest rates may being to drop in US and potentially rise in AU? How would this effect technical stocks in AU? Noting that falling interest rates is usually beneficial to cyclic and consumer stocks, and not to high growth tech stocks? In my portfolio I have a large allocation towards technical and health stocks. So my question is, should I be looking at reducing my exposure in this sector or hold due to potential interest rate increase/s in AU? Some of my tech stocks have achieved good gains in the last 12 months (i.e. key stock holdings…ASX: 360, AD8, ALU, DDR, MP1, NDX, PME, WTC, XRO; US: GOOGL META, MSFT, NFLX, TTD).
Thanks in advance.

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Profit Taking

July 27th, 2024 by

Enjoying the continued service & viewpoints as ever.

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Update on MNRS ETF

July 27th, 2024 by

I believe MNRS was held in the ETF portfolio at one stage, this appears to have dropped off?!! Would you please provide your updated opinion on this ETF? Is this just another replication of the gold price, similar to the ETF GOLD and experiencing a short term top?
Thanks