Global Alpha BUY – Tencent Music TME:NYSE
Re-Buy Tencent Music
MPC Morning Call 11th August – Trump boost rate cut hopes with new Fed appointment
Stocks were led higher by tech on Friday, as bets on a September rate cut were boosted after Trump nominated his top economic adviser, Stephen Miran, to fill a vacant seat on the Fed board
ASX Earnings Preview: Week starting August 11th
In a week with around 30% of the ASX200 reporting, we take a look at some of the best performers of the year so far and give you the context of where they are, where they are valued and what to focus on
Telix’s stock has been pummeled after announcing an SEC inquiry— a routine regulatory request, followed by a routine opportunistic law firm “investigation” are simply the cost of success in a high-profile sector, not a red flag
Weekend Edition Episode 80: Trump brings home semiconductor manufacturing with a big threat
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.
Pre-Market Pulse 8th August – Stocks lower on Fed and Tariff uncertainty
Stocks closed slightly lower after clawing back losses late into the close as investors weighed reports of shake up at the Federal Reserve and ongoing strength in tech stocks.
Fear Over Facts: The Market’s Mistake on Telix
When biotech headlines scream “SEC subpoena,” panic can quickly outweigh perspective. But beneath the sell-off frenzy surrounding Telix Pharmaceuticals’ recent regulatory disclosure lies a compelling opportunity masked by fear.
Telix’s stock has been pummeled after announcing an SEC inquiry— a routine regulatory request, followed by a routine opportunistic law firm “investigation” are simply the cost of success in a high-profile sector, not a red flag
Global Alpha Calendar 11th to 15th August 2025
Anticipating next week’s company earnings and economic figures.
Stay informed on the latest financial updates and trends with MPC Markets
ASX Earnings Calendar – 11th to 15th August 2025
Anticipating next week’s company earnings and economic figures.
Stay informed on the latest financial updates and trends with MPC Markets
Pre-Market Pulse 7th August – Stocks higher as Trump convinces Apple to make parts locally
Stocks floated higher overnight as Trump/Apple announcement fuelled a tech rally and investors cheered mostly bullish quarterly results.
Pre-Market Pulse 6th August – Weakening Economy give investors cause to tap the brakes
Stocks most momentum from Mondays rebound after data showing services activity unexpectedly contracted stoked concerns about the underlying of the economy just as the quarterly earnings season continues.
High Conviction – Add Telix Pharmaceuticals
As of August 5, 2025 (mid-morning AEST), Telix Pharmaceuticals (TLX) is trading around A$16.84–16.75, down approximately 17% from its previous close of A$20.24. This sharp intraday decline aligns closely with your noted price of $17 (assuming AUD). Below, I’ll address the reasons for this correction based on recent developments and why it still represents a strong buying opportunity to add to positions.
Pre-Market Pulse 5th August – Stocks bounce as investors rush to “Buy the Dip”
Stocks rebounded from Friday’s big sell off, as investors rushed to buy the dip on growing expectations for a rate cut.