It’s all about the rate cuts (and more of them)
Is this Thanksgiving week stocks comeback the real thing or a real turkey?
Peter Switzer is the founder of Switzer Group - a content, publishing and financial services firm. Peter is an award-winning broadcaster, talking each morning to 2GB's Ben Fordham about the latest in finance and money. You can read his views daily on Switzer.com.au, and subscribe to Switzer Report for his latest insights, analysis and recommendations.
Is this Thanksgiving week stocks comeback the real thing or a real turkey?
This is a crucial question for all investors because if I predict a sell-off and I’m right, then being defensive, say in cash, will get you around 4% while those exposed to growth could lose 15% or more.
Is this Thanksgiving week stocks comeback the real thing or a real turkey?
The ETF EX20 has been a good performer over the past two years, helped by falling interest rates. But with rate cuts on hold (or done and dusted), should we reduce our exposure to EX20?
Friday’s stock trading in the US underlined how I got it right when I named today’s story about this week’s share market action as being driven by “loser catastrophisers”.
AI is having an impact on stock markets but is this all BS or a market bet worth making?
It’s been a tricky week for stock players with the tailwinds that have been driving share prices to all-time highs starting to face some countervailing headwinds.
Not long ago the tailwinds for confident investing largely outnumbered headwinds, but with AI optimism being questioned and top US chief executives warning that a sell-off can’t be ruled out, I’ve looked at some safe and risky defensive plays.
It’s been a tricky week for stock players with the tailwinds that have been driving share prices to all-time highs starting to face some countervailing headwinds.
What I’ve created today is my Triple B investment portfolio, that is, the Best Business Buys portfolio — driven by the key messages that Warren Buffett has taught us.
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