Members Podcast

The ASX 200 is down 15 points (0.2%),  Resources are outperforming, but the market is weighed down by Financials , Healthcare , and Tech .  The Big Bank Basket is down 0.6% to $182.19.  Gold stocks are the best performer.  Lithium stocks are a bit mixed but mostly lower after the big sell-off last week.  Energy is mixed, Coal stocks mostly higher (Citi upgraded yesterday), and oil stocks are mostl...

The ASX 200 is down 16 points (-0.2%) after Fed dashes hopes for a 2023 pivot. Most sectors are down, Staples the best up 0.6% (yawn), and Resources the worst.   Financials leading the way Banks are mostly up; the Big Bank Basket is up 0.6% to $186.27.   Defensives performing poorly, Gold down 0.4%, Telecoms down 0.5% and Healthcare down 0.6%.   Resources are down, with BHP down 0.1%, and RIO up 0...

The ASX 200 is up 18 points (+0.3%) following lower (better) than expected US inflation. Sectors are mixed, Gold is the best as the US dollar drops 1%, and Financials are the worst.  Banks are the worst performers; the Big Bank Basket is down 0.6% to $183.94, giving up some of yesterday’s gains.  Resources and Materials are up slightly, up 0.4% and 0.3%, respectively.  Gold up 2.6%. The All-Tech I...

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

ASX 200 down 44 - Nervous ahead of the FOMC this week - Goldman Sachs talking a higher peak in rates and a later peak which doesn't land well on a market already drifting lower. Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hea...

The ASX 200 is up 12 points (+0.2%) in a low volume day of trading.  Resources sector is up. Metals and Mining leading the way up 1.2%, followed by Materials, up 1.2%.   Financials and Defensives are tracking down.  Gold is the worst performer, down 1%.   The All-Tech Index making mild gains, up 0.4%. The Banks are mixed, the Big Bank Basket is unchanged at $182.33, with CBA down 0.4% and NAB up 0...

ASX 200 down 46 points - Banks down, Energy down, Resources down. Gold up a big 2.4% bucking the trend. Defensive sectors also doing OK - Utilities, Telecoms, Staples, REITs. We're down 100 points in two days. Short term the market is seeing the froth blow off. Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick...

The ASX 200 is down 55 points (-0.8%) following the interest rate decision from the RBA yesterday. GDP numbers out today at 0.6% for the September quarter - slightly below forecast. Most sectors down. Interest rate sensitive sectors getting slammed hardest, Info Tech down 2.3% and the All Tech Index down 2.5%.  Resources leading the way. Metals, Mining and Materials up 0.4%.  Defensive sectors dow...

The ASX 200 is down 15 points (-0.2%) to 7310, having a quiet day ahead of RBA meeting today. It was down 43 at worst so we are rallying into the RBA Meeting at 2:20am led by banks.  Sectors are mixed with Banks and defensive sectors up with Tech , Resources and gold down.  Tech having a rough morning, All-Tech Index down 1.2% after the Nasdaq dropped last night.  Resources are also down, with BHP...

ASX 200 up 19 - Resources leading up 1.9%. Not much going on. Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

ASX 200 down 41 - bit of a floppy day. Gold up. Resources and Banks down. Tech up. Dow Futures down 72. Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market...

Wall St up 737 . SPI Futures up 51. Powell speech lights up the market. Looking good for Christmas. Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market act...

The ASX 200 is up 15 points (0.2%) to 7269, rallying after the CPI release this morning.  Most sectors are up, Metals & Mining , Materials and Gold leading the way.  Defensive sectors struggling, Healthcare , Staples and Utilities the worst performers.  Banks are mixed , the Big Bank Basket is down 0.1% to $188.28.  Tech and All-Tech indexes both up 0.4% and 0.3%, respectively.  Resources and...

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

ASX 200 up 18 midday. Not much going on. Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

A good day for the market - ASX 200 up 65 .  Gold, Energy and Resources lead the way.  Hear about the Soccer, the hot an old stocks and a shout out for Wayne's Birthday from Marcus Today. Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day...

The ASX 200 is tracking along nicely , up 36 points (+0.5%) to 7175.  Almost all sectors are trading higher.  Energy is leading the market, with coal stocks rallying hard, the coal price was up 6.62% overnight as oil continues to slip.  Resources are also holding up well, despite a fall in iron ore as Chinese covid cases threaten to take off again.  Lithium stocks are back and enjoying a rally tod...

The ASX is up 24 points (+0.3%), very slow day, with another narrow trading range, only 26 points.   Financials are the best performers, with the Big Bank Basket up to $185.14 (+0.8%).  Defensive sectors are having another positive day, industrials, utilities, and staples are all higher.  Resources are mixed. Iron ore miners and energy stocks are basically unchanged, but gold and lithium stocks ar...

ASX 200 up 9 at Midday - narrow range - not much going on. In the Podcast today we revisit the One Stock Portfolio and have a few ideas. The Strategy seems set. Back to finding ideas.  Gold up, Resources down. Westpac Ex-Dividend. Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, cons...

The ASX 200 is down 33 points (-0.5%), worse than the 12-point loss SPI Futures had expected. The script has flipped from yesterday, resources are back up, and financials are down.  Financials are weighing on the market, the Big Bank Basket is down 1.6% to $182.19. The resources are outperforming, with iron ore mines moving higher.  Energy stocks are also finding some gains, with coal stocks racin...

The ASX 200 is down 21 points (-0.3%), despite the Futures suggesting a 37-point fall this morning.    NAB ex-dividend.  WBC ex-dividend on Thursday.  RBA Minutes out this morning have turned the market lower - they expect to raise rates further.  Lithium stocks see profit taking today after a huge recent rally.  Defensive sectors are holding up best - Healthcare, Financials, Staples.  Healthcare...

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

Its "Game on" and I don't mean England versus Pakistan (although that's game on as well). We have been waiting for this day and whilst nothing is certain, what more do we need? The US CPI number suggests we have seen inflation peak, interest rates peak, the peak in Fed aggression, markets bottom, and on the back of that it's GAME ON. We have already positioned for this in...

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.