The Trump tariff tone will determine share prices
Overnight, Wall Street escalated its anxiety about next week’s Trump tariff revelations.
Switzer on Saturday, 29 March 2025
Thursday Edition, 27 March 2025
Boom! Doom! Zoom! | 27th March 2025
Peter Switzer & Paul Rickard answer your questions on PME, BHP, ZIP & more
Two ETFs with exposure to the market’s best global companies.
Because there’s no substitute for quality, investors who ‘buy this dip’ should stick to the highest-quality companies that can withstand whatever Trump throws at the global economy and geopolitical landscape. Here are two ETFs that provide exposure to the market’s best global companies.
“HOT” stock: Telix Pharmaceuticals (TLX)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, explains that it appears as though Telix Pharmaceuticals (TLX) is back in the uptrend and current prices are a buying opportunity.
Questions of the Week
Were there any changes to super announced in the Budget? Why has James Hardie fallen so much following the announcement of its takeover of AZEK? Should I take profits on APA? Is the worst over for lenders’ mortgage insurance provider Helia?
Monday Edition, 24 March 2025
What stocks are set to spike after Trump’s tariffs are exposed?
I want to be a buyer of companies or investment products that will participate in or even drive rising stock market indexes once we get clarity over tariffs. What would I buy? What can I do if I don’t have any cash to be a buyer now?
Is private credit safe?
Is investing in private credit is worth the risk and just how safe is it? And if you’re an investor or planning to invest, what should you look out for?
Four gold ETFs
Gold broke through the US$3000 barrier for the first time ever, with gold in Australian dollars trading at $4,819.47 an ounce. For investors who want an exposure to gold, here are four ASX-listed gold exchange Traded Products (ETPs also known as ETFs). These four securities are the simplest and easiest ways to do so, simply using your stockbroking account.
HOT” stock: Judo Capital Holdings Ltd (JDO)
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk, why he considers Judo Capital Holdings Ltd (JDO) is an ADD to an investor’s portfolio.
Buy, Hold, Sell…What the Brokers Say
Seven upgrades including Woolworths, and three downgrades
SwitzerTV Monday 24th March 2025
Make money off this Trump tariff stock market sell off. How to use points to fly business like a pro
Switzer on Saturday, 22 March 2025
Are we in the calm before a ‘possible’ storm for stocks?
The only other time I might have suggested that a US President was the main market mover was when Donald Trump had his first stint as chief decision maker in the White House.
Thursday Edition, 20 March 2025
Where do investors turn if they want to be ‘paid to wait’ for a market recovery?
Here are two dividend funds to consider that provide diversified exposure to global equities.
“HOT” stock: Sandfire Resources (SFR)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, explains why he regards Sandfire Resources (SFR) as a buying opportunity at current levels.
Questions of the Week
Are my funds in private credit like the Metrics Master Income Trust safe? Can Qantas keep flying higher? Should I sell my shares in property group Region, which seem to be going nowhere? Will Macquarie Bank exchange its Capital Notes 2 in December?