Dear %%first_name%%,

It’s the market’s kryptonite, but we do need to face it – and that is, when will the US stop quantitative easing? It won’t happen overnight, but it will happen, and we all need to be ready for it when it does.

We also need to remember there is plenty of good news, especially about our economy, and reason enough to be long stocks for the long term, with a healthy eye on potential risks.

Also in today’s Switzer Super Report, we have the experts giving us the low-down on small-cap IT dynamo ASG Group. Fundies Andy Gracey and Mason Willoughby-Thomas from Australian Ethical Investment, explain why it is a favourite.

James Dunn gives us a look at the last week of earnings season – Woolworths and the airlines are the ones to watch – and auction clearance rates indicate that low interest rates are working, although some in the building sector say their impact is yet to be felt on new construction.

In Buy, Sell, Hold – what the brokers say, Rudi Filapek-Vandyck discovers that last week was good for Brambles, Challenger and Iluka, which were all upgraded to Buy or Outperform.



Sincerely,

Peter Switzer

I had Roger Montgomery on my Switzer TV show last week to talk about the earnings results so far. Roger and I don’t always see eye-to-eye, but he was very optimistic this time and I agree.