With the heat of the Middle East war cooling for the moment, Wall Street has focussed on the tailwinds of lower inflation...
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.
This week the negativity associated with the Middle East conflict has outweighed the positivity from the surprise stimulus from China
This week the negativity associated with the Middle East conflict has outweighed the positivity from the surprise stimulus from China
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.
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?
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.
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.
Wall Street is defying history with September being notorious for sell-offs, but the overall vibe of the data drops seems to be saying inflation is falling...
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