Peter Switzer

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Investing

Does this rally have legs? Am I selling or holding firm? And is there a stock that I’d take a punt on in this market?

Does history back my belief that this rally has legs? What are the signs that I’m seeing that this rally can last? Am I up for big changes to my core portfolio? Is there a stock that looks like it has upside potential, despite the Middle East issues and upcoming US election?

October 21, 2024 · 4 min read

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Switzer on Saturday

Positivity for stocks remains relentless

With the heat of the Middle East war cooling for the moment, Wall Street has focussed on the tailwinds of lower inflation...

October 19, 2024 · 6 min read

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Just how good is The Switzer Report?

In a time squeezed world, we often put off exposing ourselves to info that could make a difference in our lives. With that in mind, I did an objective test of what we provided in last Thursday’s Report to remind myself just how valuable the insights of our market-smart contributors are.

October 14, 2024 · 5 min read

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Switzer on Saturday

How Wall Street rises despite two big threats

This week the negativity associated with the Middle East conflict has outweighed the positivity from the surprise stimulus from China

October 12, 2024 · 5 min read

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Switzer on Saturday

Israel and Iran are the only threats to stocks

This week the negativity associated with the Middle East conflict has outweighed the positivity from the surprise stimulus from China

October 5, 2024 · 6 min read

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The pay-off for being wrong on quality is worth the wait

Last week I suggested our iron ore stocks were a timely play, and thanks to China they surged. But the important lesson of the week was to be patient about playing oversold quality stocks.

September 30, 2024 · 4 min read

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Switzer on Saturday

Let the good times roll…

The good times and the good news keep on rolling in

September 28, 2024 · 6 min read

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Investing

Are iron ore stocks really a goer?

If current news stories stop you buying stocks that will outperform in the future, is it time to assess our best iron ore companies on their potential rather than their current underperformance?

September 23, 2024 · 5 min read

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Switzer on Saturday

Will the first cut be the deepest?

Only history will ultimately tell us if this first rate cut of the Federal Reserve of 50 basis points, when the consensus of economists was tipping only a 25-basis point cut, will prove to be the deepest.

September 21, 2024 · 7 min read

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Investing

How do we play a potentially huge week for stocks?

The pressure is building with rate cuts expected this week in the US and a really important data drop in Australia on Thursday, which should have a big bearing on how stocks play out over the next 12 months and even beyond that timeframe.

September 16, 2024 · 5 min read