This worrying stock sell-off is way overdue
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.
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.
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.
Wall Street survived and thrived during the month of October, a month that has created some of the greatest crashes of all time: Black Monday of the Great Depression, the 1987 crash and even the biggest down day in the GFC was September 29, which was nearly October! However, we’re not in crash territory unless a hard-to-see black swan shows up.
Our subscribers who attend our Boom, Doom, Zoom show on Thursdays at noon often ask about the same companies that many of us want to own, especially when the market takes a short-term set against them. So, I’ve put together four decent stocks worth considering.
Last week it was the gripping story of ‘When Albo met Trump’ that captured the stock market’s applause, at least locally. But next week it will be the sequel ‘When Xi met Trump’.
Here’s my list of seven growth stocks that the analysts like and where the forecasted dividends look attractive, if you add in franking credits.
This week, rare earths and cooking oil bans sent stocks up and down. Then bad loans at small US banks started raising question marks over the state of bank balance sheets. It led to this great one liner from JPMorgan’s CEO Jamie Dimon who said: “When you see one cockroach, there are probably more.”
I’m holding back on buying in too early for this market dip because there’s bound to be some big ‘bombs’ thrown before the market can be sure that the TACO guy, who always chickens out, will follow the script. But if I was going to buy early, I’d stick to the plays that are likely to dominate in 2026. And here they are…
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