High Conviction – ADD to GQG Partners GQG:ASX
High Conviction – Growth at a reasonable Yield
ADD to GQG Partners GQG:ASX
Pre-Market Pulse 17th July – Stocks grind higher as Trump distracts media with Fed Chair issue
Equities moved higher overnight after President Donald Trump denied reports that he was close to firing Federal Reserve Chairman Jerome Powell.
Pre-Market Pulse 16th July – Stocks lower as Banks beat analyst expectations, disappoint investors
Stocks closed lower overnight, as a Nvidia-led surge in tech wasn’t enough to offset a slump in financials as the banks delivered mixed quarterly earnings.
Pre-Market Pulse 15th July – Stocks grind higher as Trump lays ground to TACO on trade deals
Stocks eked out a gain Monday as President Donald Trump said he was open to negotiating on trade including with major trading partners such as the European Union, laying the ground for yet another TACO (Trump Always Chickens Out)
Pre-Market Pulse 14th July – Tariff uncertainty sees shift to real assets as silver hits fresh 15 year highs
Stocks edged lower Friday, as Trump uncertainty drove investors to real assets as Silver hit fresh 15 year highs by 4.5%
Weekend Edition EP76: Trump Pumps Copper
In this week’s episode of Bulls vs Bears from MPC Markets, the Mark & Jonathan dive into recent market highlights, commodity trends, stock picks, and geopolitical impacts on trading. They share insights from media appearances, discuss Trump-era tariffs, and provide a bullish outlook for the coming week amid US earnings season. Key focuses include copper, silver, Tesla, and emerging AI influences in markets.
High Conviction Small Caps – SELL Johns Lyng Group JLG:ASX Takeover bid
SELL Johns Lyng Group (ASX: JLG) Company News – Takeover offer
Pre-Market Pulse 11th July – Tech makes fresh record as A.I. fly’s above the Trump Chaos
Tech stocks notched fresh record closing highs overnight, led by chip stocks on signs of ongoing AI-driven demand, overshadowing ongoing tariff uncertainty.
Pre-Market Pulse 10th July – Stocks back to record as Whitehouse becomes white noise
Stocks hit fresh records overnight shrugging off President Donald Trump’s latest tariff blitz as Nvidia rallied to top $4T in value for the first time, pushing the broader tech sector higher.
Global Alpha Tencent Music TME:NYSE- Price Target Raised
Price Target RAISED to $23 – Tencent Music TME:NYSE
Thematic ETF: BUY Defense Tech ETF DTEC:ASX
The Global X Defense Tech ETF (DTEC) is strategically positioned to benefit from a significant and sustained increase in global defense spending.
High Conviction Mining: BUY Northern Star NST:ASX
BUY the remaining 50% <$17.20 (20% saving) On the 17th of June @ $21. Due to poor price action we only Bought 50% of intended allocation