All Episodes
Episodes
Logic Concludes that a Stock Market Correction is Coming
This week’s update covers;
US credit downgrade does some damage
What are the odds of a decent stock market correction?
The opportunity to 2030
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The Unbiased Stock Market Perspective You Need to Hear
This week’s update covers;
US moving higher but ready to sell off on any concerns
Mostly positive for commodities
Except for gold
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What's Critical for the Stock Market Bull Run to Continue?
This week’s update covers;
US rally is logically unjustified on what we see now, but ...
When did logic count?
Where to from here?
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ASX Critical Minerals Flying | US Bull Market Broadens
This week’s update covers;
Has the Fed pulled off the "miracle"?
US rally broadens, sadly Oz index remains stuck but ...
Critical metals really firing
Gold rises as USD tanks
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Recession or No Recession? Stock Market Doesn’t Seem to Care
This week’s update covers;
US economic data & the market defy recession expectations
Bifurcated market - where's the best
Gold still stuck, but ...
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The Opportunity in Critical Minerals & Resource Stocks | The Energy Transition
This week’s update covers;
So many barriers to a critical minerals supply response
How the local economy & stocks are poised
Gold continues to struggle for traction
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Rate Rises Weighing on Stock Market Sentiment…Where to Invest?
This week’s update covers;
Aussie index stuck but selected lithium stocks are roaring
US sector money flows not telling us anything different
Markets poised to buckle under Central Bank weight
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How My High Conviction Strategy has Paid Off in Spades
This week’s update covers;
The big payoffs starting to roll
Small & midcap M&A is a given - individually just a matter of when
In the sweet spot for multiple industry groups
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Diversification is Dead, But…a Rich Outlook for Investors?
This week’s update covers;
More rate pain for Australia, recession looming, business to be squeezed
Copper deficit - coming to a store near you
Gold held back by higher rates
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The Bulls are Out to Play & Contrarian Opportunities Emerging
This week’s update covers;
Go where the profits are!
Finally - some decent US market breadth
Plenty of contrarian opportunities waiting
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“Risk On” US Stock Market Takes Off + What it means for ASX Investors
This week’s update covers;
The more commodity prices fall, the more I like them
US strength amazing, but narrowly focused
Semiconductors roar as A.I. euphoria takes hold
What would debt default do to stocks?
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The Best Environment for ASX Mining Stocks in My Lifetime
This week’s update covers;
Clarity & patience paying off in a big way
Many commodities still struggling & that's the opportunity
Importance of confidence & conviction in your process
What is the process...
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