Bulls vs Bears EP64: Bear markets can be an opportunity
“Bulls vs Bears,” provides a comprehensive overview of current market trends, economic developments.
April 2025
Mining Watchlist: Trim Newmont NEM to BUY Global Defence ETF DFND
We are taking 32% profit in Newmont, but would like to maintain our geopolitical exposure by buying Van Eck Global Defence ETF
Closing Bell 17th April: ASX rises helped by energy and miners. Challenger jumps on earnings guidance
ASX Rises on Energy and Gold Rally, Employment Data Supports Rates Outlook
The Australian sharemarket extended its advance on Wednesday, with the S&P/ASX 200 Index up 0.5% to 7800.3 by 2pm AEDT, supported by gains in energy and gold stocks.
Pre-Market Pulse 17th April – Fed Chair Powell says “Cuts aren’t coming anytime soon”
Stocks slumped again overnight, pressured by a Nvidia-led slump in tech and remarks from Federal Reserve Chairman Jerome Powell signaling that the Fed isn’t leaning toward cutting rates any time soon.
MPC Investment Committee Part II – Turning Trump Tariff Volatility into Opportunity
Experience counts as the MPC Investment Committee navigated the Trump Tariff Volatility and turned it into opportunity: Insights from the Investment Committee
Closing Bell 16th April: ASX rises helped by CBA. Gold miners rally
The Australian sharemarket maintained modest gains on renewed hopes of a US-China trade deal, despite lingering global economic uncertainty. By 2pm, the S&P/ASX 200 Index had risen 0.3% to 7782.10, while the All Ordinaries added 0.2%. Financials led six of eleven sectors higher, buoyed by strong US bank earnings and resilience in consumer spending.
Pre-Market Pulse 16th April – Stocks drift with investors in holding pattern until tariff clarity
Stocks closed lower overnight, with health care and consumer stocks dragging down gains amid ongoing tariff uncertainty.
Closing Bell 15th April: ASX grinds higher as US/China tensions ease, Collins Food exits Taco Bell
Investors remain cautious, awaiting key data such as China’s upcoming GDP report to gauge the impact of recent stimulus efforts.
Pre-Market Pulse 15th April – Stocks grind higher as markets calm on tariffs
U.S. stocks ended the week on a positive note, with major indexes rising despite ongoing trade tensions and economic uncertainty.
Outstanding Fixed Coupon of 13%, backed by ASX200 stocks
Get around 13%pa backed by ANN, MQG & WHC, paid quarterly for up to 2 years
Watchlist Buying: GMG, MQG, IXJ
End of Phase 2 – Dollar cost averaging in high quality names
Pre-Market Pulse 14th April – US Stocks miraculously end week higher after trump turmoil
U.S. stocks ended the week on a positive note, with major indexes rising despite ongoing trade tensions and economic uncertainty.