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
Global Alpha Calendar 14th – 18th July 2025
Anticipating next week’s company earnings and economic figures.
Stay informed on the latest financial updates and trends with MPC Markets
Global Alpha Tencent Music TME:NYSE- Price Target HIT +43%
Price Target HIT +43% – Tencent Music TME:NYSE
Pre-Market Pulse 8th July – Trumps fresh Tariff blitz and Tesla lead market lower
Stocks closed sharply lower overnight led by disappointment from Tesla shareholders in Elon Musk getting political again and President Donald Trump’s fresh slew of tariffs including a 25% levy on Japan & South Korea.
Pre-Market Pulse 7th July – Markets closed for independence day holiday
a quiet start to the week due to the US markets being closed for the Independence Day holiday.
Weekend Edition EP75: Trade Deal Deadline. 3 Down, 97 to go
In this episode, Mark and JT discuss various market trends, including the performance of stocks, trade deals, and the impact of cybersecurity breaches. They delve into the defense sector’s growth, the innovations in blockchain technology, and the dynamics of the commodities market. The conversation also touches on the US dollar’s influence on global economics, employment trends, and the cryptocurrency market. The hosts provide insights into investment strategies and predictions for the upcoming weeks, emphasizing the importance of understanding market shifts and adapting accordingly.