Closing Bell — The Window Is Opening Up
In today’s Money Weekend, the types of opportunities that will come thick and fast as the market recovers…we’re approaching a key date…and more…
Expert Insights for Your Financial Journey
The Third Big Bounce-Back Stock of 20
In a previous Closing Bell video, I suggested Megaport and Spotify as ideas for tech stocks. However, we are in the middle of a storm and may have further volatility to withstand as growth slows. In today’s Closing Bell, I show you another stock that has suffered a huge drawdown in its price. However, a recent positive announcement has brought the buyers back in…
What’s Not Priced In #9: Look Out! Aussie Stocks AREN’T Cheap
In this week’s episode, I talk to Katana Asset Management Portfolio Manager Romano Sala Tenna. Katana has generated long term outperformance (resulting in significant compounding effects) and is currenting sitting on a 35% cash weighting.
Closing Bell — Time to Hedge Stocks with Bonds
Things are starting to heat up…bonds are rallying hard, and stocks continue to rally in the current high interest rate environment…inflation is coming off the boil rapidly…and more…
What’s Not Priced In #8: CPI Head Fake
This episode, we pondered the implications of the positive inflation data in the US. The key question is, is the cause behind the disinflation falling aggregate demand or normalising supply?
Closing Bell — Why You’re about to See a Reversal in the US Market
In today’s Closing Bell video, I have a close look at the latest Commitment of Traders data in the S&P 500 to show you how market positioning is changing as the rally continues. I reckon we will see a reversal fairly soon…
