Dear %%first_name%%,
It’s the morning after the weekend before and today we’ll find out if markets are really encouraged by the US finally working out that defaulting on their debt was a really dumb idea – and that brinkmanship is even dumber. I have another idea – stop reading the AFR! It’s only scaremongering and the front page headlines at least don’t have much truth in them.
In our Switzer Super Report today, we have Paul Rickard saying it is time to unwind the NAB/CBA trade (you would have made 22% on a pretty low risk trade), Barrie Dunstan on why Telstra might actually be the best media company to get your hands on and Al Bailey gives you an outlook for the Australian art market.
Also today, we have some more comments from the RBA in our property report, James Dunn details how the Freelancer.com float could be the next Apple and in Buy, Sell, Hold – what the brokers say Rudi Filapek-Vandyck writes about upgrades for Fortescue and Woodside.
Also check out our latest Super Sessions in Did you know? This one’s a doozy!
PS. Our thoughts go out to all the fire fighters and anyone in an area that has the potential to be threatened. Maureen and I also have a property in the Blue Mountains and know what you might be going through at the moment.
Sincerely,
Peter Switzer
In our latest Super Sessions I spoke with Paul Rickard about SMSFs and property and followed up on the theme of our debate with Noel Whittaker. Watch it here.