July is always a handy month when it comes to trading the market.
It’s because so many firms released their quarterly results.
These can be handy guideposts, both in terms of what the companies say…and how the market reacts.
The small cap resurgence for one specific industry
You’ll likely make better money, with less stress, leaning into companies showing strength already.
We’re going to leave the resource market aside for now because I’m noticing positive action elsewhere too.
Banks Dumped while Resources Spike
Banks are selling off while resources rally. Is it time to short sell CBA? Murray answers that question and looks at the future facing metals stocks that are blasting off.
Graphite Sharpens Up and a Tech Stock Rebounds
Today Callum and Murray discussed the next strategic metal to blast off after US government intervention. They discuss two opportunities in the sector and also analyse an advanced technology stock on the ASX that looks to have turned the corner.
Trump Sparks Rare Earth Rally
Murray and Callum pointed out three lithium stocks last week that surged 5–12% this week. Now they look at copper and rare earths.
Three Lithium Stocks in the Buy Zone
Lithium stocks jumped this week, so Murray and Callum discuss whether this could be the beginning of the second boom in lithium stocks. They also discuss a fund manager that is recovering and looking cheap
Commodities Fly as Dollar Plummets
With war uncertainty gone it is risk-on in markets. The US Dollar plunge is putting a rocket under a bunch of commodities. Murray shows you which ones.
While Markets Snooze, This Microcap is Flying
While markets tread water due to the Middle East conflict, Murray and Callum go hunting for opportunities at the tiny end of the market. They find a great one that is ready to run.
Silver About to Explode Higher
Silver is building up momentum for a massive run to US$40. Trumps tariff threats have caused a market dislocation event and pressure is building as physical supply dwindles.
INVESTORS BEWARE
The US dollar and US bond yields flew higher in preparation for Trump. But have they gone too far now that deals are being made and the worst fears aren’t panning out?
Murray shows you what will unfold if the US dollar and US bond yields start falling fast. One thing that could come out of left field is Japanese Yen carry trade unwinds.
US tech stocks were hammered last time so investors should be prepared.
