23 September 20

Overseas Wednesday – International Equities & Global Macro Portfolio (XRO, ZM US, QQQ US, ETPMAG)

22 September 20

Is the tech correction complete? (VUK, APX, MP1, V US, AMZN US, QQQ US, ETPMAG)

21 September 20

Subscribers questions (WSA, MNY, DEG, JHG, TLS, SSM, CSR, WZR, MYS, Z1P, CLW)

18 September 20

Is now the time to snap up tech stocks? (FMG, APT, AAPL US, ALU, MP1, WTC)

17 September 20

MM’s favourite 3 from Macquarie’s recovery picks (SNOW US, SGR, APX, RHC)

16 September 20

Overseas Wednesday – International Equities & Global Macro Portfolio (TAH, GOOGL US, BHP LN, QQQ US, ETPMAG)

15 September 20

Are coal stocks finally attracting some real buying? (CWY, BIN, WHC, NHC, YAL)

14 September 20

Subscribers questions (Z1P, APT, AAPL US, TSLA US, MOZ, PBH, IFL, RMD, MFG, NEA, BHP)

11 September 20

The Pounds sharp drop will hinder some ASX200 names (NEA, TSLA US, VUK, PDL, BVS)

10 September 20

3 local stocks on our radar during the “tech shake-up” (SPOT US, AAPL US, SGM, VOC, IPL)

09 September 20

Overseas Wednesday – International Equities & Global Macro Portfolio (CSL, ZM US, JHG US, QQQ US)

08 September 20

Simplifying the talk around options causing the latest tech rout (OZL, 9984 JP)

07 September 20

Subscribers questions (APT, SPT, FFF, WHC, THR, NCM, EVN, NST, BUB, ORE, MYR, PAR, SPL, SHL)

04 September 20

Can we find a diamond in the rough – Part 2 (XRO, VOC, CGF, NUF, OML)

03 September 20

Can we find a diamond in the rough as the US “dogs” outperform (XRO, KO US, CGC, BIN, PDL, IPL, AVH)

02 September 20

Overseas Wednesday – International Equities & Global Macro Portfolio (APT, ZM US, TTD US, AAPL US, TSLA US, ETPMAG, SVXY US, PSQ)

01 September 20

Should we wait for IOOF, or look elsewhere in the sector? (RIO, NWH, VOC, AMZN US, IFL, JHG, MFG, PTM)

31 August 20

Subscribers questions (IFL, EHL, CIE, STA, CSL, CRN, CSCO US, PPE, Z1P, CWY, BIN, RIO, MIN, VOC, BPT, GMA)

28 August 20

Evaluating 5 outperformers asking if “we’ve missed the boat” (APX, WHC, GOOGL US, RWC, ARB, SUL)

27 August 20

Look at the lumber price when you consider an economic recovery (BVS, AAPL US, GDX US, JHX, BLD, BKW, SOL)

26 August 20

Overseas Wednesday – International Equities & Global Macro Portfolio (BIN, EHL, GOLD US, GOOGL US, JHG US, DBA US, ETPMAG)

25 August 20

Are the Telco’s waking from their slumber? (700 HK, TPG, TLS, VOC, CNU, SPK)

24 August 20

Subscribers questions (HT8, GMV, CSL, PPT, MNRS, SPT, AGL, AMP)

21 August 20

Should we keep chasing cloud based stocks? (CSL, MMS, APT, MSFT US, MP1, NXT, XRO)

20 August 20

Who else could be at risk from China’s commercial actions? (CTD, OZL, APT, TWE, A2M, NUF, ELD, BKL)

19 August 20

Overseas Wednesday – International Equities & Global Macro Portfolio (TWE, MND, RIO, GOOGL US,JHG US, JPM US, DBA US, ETPMAG)

18 August 20

Stepping back & reviewing our “underwater positions” – Part 2 (BEN, CTD, SSM, BIN, NWH)

17 August 20

Subscribers questions (LYC, HLS, SLR, NCM, MSB, CL1, VOC, GOLD, GDX, PPH, ISX, ILU, OCL, MQG)

14 August 20

Stepping back & reviewing our “underwater positions” (TLS, TWE, EHL, BPT, CGC)

13 August 20

Do we still like commodities after golds plunge? (REH, AAPL US, 700 HK, BPT, RIO)

12 August 20

Overseas Wednesday – International Equities & Global Macro Portfolio (GOOGL US, JHG US, BAC US, GOLD US, ETPMAG, DBA US, VAE, ASIA)

11 August 20

Searching for “3 ideas” to create outperformance into Christmas (CBA, APT, CAT US, BHP, NWH, SVW, BOQ, BAC, BPT)

10 August 20

Subscribers questions (FMG, CNEW, CQQQ US, AUZ, WPL, GXY, HVN, NAB)

07 August 20

How do the online classified stocks look as IT booms? (BHP, HVN, SEK, REA, CAR)

06 August 20

3 stocks who enjoy a rising $A (NCM, JBH, HVN, WES)

05 August 20

Overseas Wednesday – International Equities & Global Macro Portfolio (APT, GOOGL US, JHG US, WFC US, GOLD US, ETPMAG, VAE, ASIA)

04 August 20

Is this the final tourism washout? (QAN, WEB, FLT, CTD, SYD, SGR)

03 August 20

Subscriber Questions (PPT, NCM, Z1P, MYR, FOZ, ADB, S32, WSA, SCG, SCP)

31 July 20

3 positions MM are considering this morning (NCM, APT, JHG US)

30 July 20

The Fed has spoken – the $$ taps still on! (NAB, RIO LN)

29 July 20

Overseas Wednesday – A look at tonight’s US Fed meeting (RIO, GOOGL US, JHG US, GOLD US, SLV US, ETPMAG)

28 July 20

The Psychology of investing & especially “FOMO” (IAG, CSL, NCM)

27 July 20

Subscribers questions (PPT, OML, PGH, KTD, BABA US, SDA, MCT, MQG, DOW, SPT, AUDS, SFR, AVH)

24 July 20

Where are the short-sellers “hanging out” as the market grinds higher? (NWH, MFG, WEB, ING, BOQ, Z1P, JBH)

23 July 20

Be mindful of the $A’s impact on earnings (APT, MQG, CSL, RMD, COH, ANN, RHC)

22 July 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (FMG, MSFT US, AAL LN, ANTO LN, GOLD US, SLV US, ETPMAG)

21 July 20

Perhaps all that glitters is not gold? (SSM, NCM, S32, SVL, SLVP US, SLV US, ETPMAG)

20 July 20

Subscribers questions (EHL, NCM, AZJ, Z1P, UWL, DTL, PBH, WBC, MIN, CAN, RSH, NTD)

17 July 20

Gold “feels” poised to follow in the NASDAQ’s footsteps – time for some profit taking? (WES, Z1P, APT, GDX US, NCM, NST, EVN)

16 July 20

The reflation play roars ahead, what stocks can play “catch-up” (OZL, RIO, ILU, S32, IGO, NCM)

15 July 20

Overseas Wednesday – Reviewing the US tech MM uses on a daily basis (HUBS US, TWLO US, SPT, ZM US, TEAM US, FB US, GOOGL US, TTD US)

14 July 20

“Buy now pay later” stocks get hotter by the day! (ORE, APT, Z1P, OPY, SZL)

13 July 20

Subscribers questions (TSLA US, NWH, STO, IFT NZ, OZL, APT, QAN, NXT, Z1P, IGL, BIN, TYR, SSM, WOR, IVC, MAQ, SGP)

10 July 20

Can MM find a gem amongst the 10 cheapest large caps? - Part 2 (VUK, BOQ, BEN, RIO, DOW)

09 July 20

Buy now pay later stocks surge (TWE, PPS)

09 July 20

Assessing Bell Potter’s top tech picks for FY21 (NST, BIN, XRO, UWL, IFM, PWH)

08 July 20

Overseas Wednesday – Leaders & Laggards in our International Equities portfolios (AAPL US, TTD US, JPM US, WFC US)

07 July 20

Can MM find opportunity amongst the 10 cheapest large caps? Part 1 (AMZN US, BPT, FMG, NST, CGF, CIM)

06 July 20

Subscriber Questions (EHL, ABP, COF, BSE, STA, LLC, WPL, ABC, SDA, SIQ, HAV)

03 July 20

“Shorts are for the beach” – for now at least (OZL, RHC, MQG, BHP, SUL, TCL, SIQ)

02 July 20

A brief Thursday Report (CSL, WEB, SUN)

01 July 20

Wednesday with a “twist”(Z1P, MNY, DTC)

30 June 20

3 “Buy buttons” MM is looking to press very soon! (WSA, BVS, SBUX US, IEU)

29 June 20

Subscribers questions (FB US, COH, CGC, MRK US, BMY US, PAC, WHC, BLG, IAF, IGB, AVH, RXL, ALK, BVS, MXWO, ORE, IEU, LSF, KKC, PE1, 5GN)

26 June 20

3 stocks of interest as we learn from March – Part 2 (OZL, BIN, BLD, WHC)

25 June 20

3 stocks of interest as we learn from March (NCM, RMS, ALL, TCL)

24 June 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (WSA, MCR, GOOGL US, SBUX US, SVXY US, IEU)

23 June 20

Is it now time to switch from iron ore? (WSA, PAN, MCR, RIO, SFR, S32, WHC, ILU)

22 June 20

Subscribers questions (OKU, CHZ, GPR, APT, KGN, TNK, BHP, BBOZ, TYR, Z1P, GDX)

19 June 20

Checking out 3 of the ASX’s worst performers (HVN, VALE US, EVN, FLT, PPT, WHC)

18 June 20

4 stocks we might sell in the weeks / months ahead (APX, AAPL US, MQG, BPT, XRO, BBOZ)

17 June 20

Overseas Wednesday – Updating our key macro calls

16 June 20

When & what to start buying? (HYG US, NAB, WPL, BLD, APX, APE)

15 June 20

Seller no buyer for the afternoon (HLS)

15 June 20

Subscribers questions (FMG, SYD, US GDXJ, BBOZ, IGL, REA, NXT, MP1)

12 June 20

The Fed smashes stocks & sends gold higher, for how long? (ITX SM, GDX US, NCM, NST)

11 June 20

The Fed has spoken – rates lower for longer, buy Gold (HVN, APX, NCM, EVN)

10 June 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (CSL)

09 June 20

Subscribers questions (WBC, GXY, UMG, GNC, SDA, Z1P, XRO, APT, IRE, OVH, AUDS, VALE US, IPL, BGL, EVN)

05 June 20

Retail Sales plunges -17.7%, stocks are clearly looking forward (TCL, APX, APE, HVN, WEB, BAP, SUL)

04 June 20

Will the Fund Managers catch up to equities? (CBA, NAB, XRO, TTD US, PPT, PTM, PNI, PDL, IFL)

03 June 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (VALE US, SH US, SVXY US, UDN US)

02 June 20

Is it now time to take our money from the iron ore names? (BIN, BHP, RIO, FMG)

01 June 20

Subscribers questions (QAN, XRO, WZR, DOW, ALX, WTC, ALL, ALU, LLC, CPU, LNK, IFL, APA, BABA US, EHL, CSL)

29 May 20

What’s next after the banks? (WPL, IFL, NAB, AMP, EHE)

28 May 20

Healthcare’s coming off the boil, where should we accumulate? (CBA, CSL, COH, RHC, ANN, RMD, FPH)

27 May 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (WEB, WBC, JPM US, WFC US, UBS US, UNH US, IEM, BNKS)

26 May 20

Should we chase Australian Travel stocks? (WEB, FLT, QAN, SYD)

25 May 20

Subscribers questions (FANG, BBOZ, SCG, RWD, XRO, BHP, AEI, MQG, CSL, MVP, AWC, ETHI, Z1P, NXT, GMG, OZL, JHG, VRT, TWE, WPL, SRG, ORE, OVT, FMG, OCG)

22 May 20

Has the “easy money” already been delivered by the Oil stocks? (FMG, NWH, MRNA US, STO, BPT, BHP)

21 May 20

What horses should we back for a “V-shaped” recovery? (CGC, NSR, SYD, GMG, IEL, AAC, ALL)

20 May 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (GS US, CAT US, VALE US)

19 May 20

Is it time for iron ore or gold, or both? (FMG, RIO, BHP, NCM, NST, SAR)

18 May 20

Subscribers questions (SO4, WBC, MP1, MSB, A2M, BUB, GMA, ANZ, FMG, NST, XRO, BRK/B US, NCM, SYD, AIA)

15 May 20

3 Consumer Stocks who may benefit from our “new lifestyles” (XRO, NSR, FLT, EVT, CWN, ALG)

14 May 20

Has Aprils almost 50% plunge in new car sales created any opportunities? (AWC, BRG, APE, CAR, ARB, GUD)

13 May 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (GMG, 2330 TT, SHOP US, JPM US, QQQ US)

12 May 20

To “Tech or not to Tech” that is the question (IPL, GNC, AAPL US, MSFT US, XRO, ALU, APX, TYR)

11 May 20

Subscribers questions (ATL, IGL, AVH, IEM, QQQ US, ERA, PDN, STO, MXWO, EOS, QAN, S32, NCM, NXT)

08 May 20

Path to normality announced (MQG)

08 May 20

Evaluating 5 Australian “deep value stocks (BHP, GMG, AAPL US, CTD, KMD, VUK, AWC, MND)

07 May 20

Does MM see value in the struggling Insurance Sector? (BIN, CWY, MPL, NHF, QBE, IAG, SUN)

06 May 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (NSR, PSA US, UBS US, UNH US, QQQ US, SLVP US)

05 May 20

6 stocks MM are happy to buy (JBH, LLC, SKI, SYD, PDN, AMZN US)

04 May 20

Westpac defers interim dividend (WBC, APT, FLT)

04 May 20

Subscribers questions (BBOZ, VUK, DEG, NAB, FMG, RHC, QBE, IVC, SUL, SPT, TLS, OVH, AVH, MXWO, TNE, QQQ US)

01 May 20

How to position ourselves for the next phase of economic stimulus (LLC, DOW, MND, CWY, BIN)

30 April 20

COVID-19 has accelerated the move away from cash, where are the potential winners? (NAB, CWN, APT, V US, TYR, EML, Z1P)

29 April 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (LLC, AMZN US, BP LN, FUEL, QQQ US)

28 April 20

“The Banks are back in town”, what now after NAB? (NAB, REH, JBH, CBA, WBC, JBH, BEN, VUK, MQG)

27 April 20

Subscribers questions (SHL, AMC, BXB, SCP, CGF, SLM, WNB, FLT, BPT, STO, WEB, TGF, TNG, WPL, OOO, A2M, ELO, KGN, BHP, BGA)

24 April 20

“Keep it simple stupid” (KISS) in today’s uncertain environment (STO, EHL, JNJ US, XRO, TNE, NXT, TTD US, AMZN US)

23 April 20

How to play Australia’s rapid deceleration in Housing construction (BLD, JHX, BKW, ABC, LLC)

22 April 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (XOM US, AMZN US, FUEL, QQQ US, UDN US) **Global ETF Portfolio - Buy FUEL. AXW**

21 April 20

Oil below zero as volatility & opportunity both return! (WPL, BPT, CSL, APX, REH, COH)

20 April 20

NAB takes hit ahead of reporting (NAB, S32)

20 April 20

Subscribers questions (CBAPF, TLS, COL, MVP, COH, QBE, NXT, MFG)

17 April 20

Is Gold bracing for another big move? (COH, REH, TCL, MSFT US, NCM, NST, SAR)

16 April 20

Is there an Amazon in the Australian IT sector? (WPL, UNH US, CSL, AMZN US, BVS, XRO, NXT, TNE, APX)

15 April 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (MSFT US, AMZN US, FUEL, QQQ US)

14 April 20

Subscribers questions (RIO, OZL, WBC, CBA, FMG, COH)

09 April 20

Is now the time for Iron Ore, Oil, Copper or Gold? (WBC, OSH, OZL)

08 April 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (NSR, MCD US, SBUX US, QQQ US, OOO)

07 April 20

From Capital Raisings to potential switches, it’s all happening! (FLT, REH, SXL, AIA, SYD, SGM, RHC, WSA, JBH, CGC)

06 April 20

Subscribers questions (NAB, MQG, WEB, APT, HBRD, BPT, MHH, COH, MXWO, CWNHB, IGL, TCL, SWM, CBAPF)

03 April 20

The MM Growth Portfolio post COVID-19 – Final instalment (IEL, WEB, CBA, BAP, JBH, TPM, TCL)

02 April 20

Overseas Note (on Thursday!) – International Equities & Global Macro ETF Portfolios (TCL, SBUX US, FB US, OOO)

01 April 20

The MM Growth Portfolio post COVID-19 – Part 2 (VAH, QAN, CSL, RHC, HLS, XRO, ALU, ALL, CWN)

31 March 20

The MM Growth Portfolio post COVID-19 – Part 1 (COL, BPT, STO, WBC, JHG, EHL)

30 March 20

Subscribers questions (SGP, TCL, SYD, CCL, MQG, MTS, JIN, WHC, XRO)

27 March 20

Round 1: Retailers v Landlords (JBH, HVN, LOV, SCG, SGP)

26 March 20

Four stocks we believe can rally strongly – Part 2 (QAN, COH, REA, GMG, TNE)

25 March 20

4 stocks we believe can rally ~50% from here (CWY, MFG, STO, PMV, JBH)

24 March 20

Looking for a diamond in the rough of the tourism / travel sector (WEB, FLT, SGR, CWN, ALL)

23 March 20

Subscribers questions (CCP, RHC, MQG, BHP, IGL, FPH, XRO, KKC)

20 March 20

A tough week let’s be positive at least its Friday!

19 March 20

The coronavirus tsunami is approaching our shores – where to hide? (S32, NHF, FLT, WTC, CWN)

18 March 20

Overseas Wednesday – What will produce meaningful calm in financial markets (SYD, TCL, BHP, V US, TBF US)

17 March 20

Deep breath : 5 stocks we like today! (CBA, COH, XRO, STO, BPT, CSL, WEB)

16 March 20

Subscribers questions (CBA, CSL, TSLA US, SGM, VUK, AFL, EHL, FMG)

13 March 20

Looking out from the eye of the storm (QAN, WEB, ENN, VRL, SYD, EHE, ALL)

12 March 20

COVID-19 now deemed Pandemic, policy response arrives

11 March 20

Biden firms as Democratic favourite, US Futures drag our market into the red (AMC, NCM)

11 March 20

Overseas Wednesday – Can stimulus ignite a recovery for stocks? (MSFT US, V US, MCD US)

10 March 20

An Oil Crisis & COVID-19 mix has smashed markets (CBA, CSL, XRO, PDL, MFG)

09 March 20

Subscribers questions (ANN, FLT, TLS, BIN, BBOZ, BBUS, CNU, HACK, A2M, RHC)

06 March 20

Can any of the 5 largest losers enjoy a sharp bounce? (BPT, CUV, LNK, WTC, EML)

05 March 20

5 of MM’s favourite buys into current weakness (BIN, EHL, HLS, BHP, ALU, PGH, PDL)

04 March 20

Overseas Wednesday – The US Fed slashes rates but stocks tumble (MSFT US, UBS US, MCD US)

03 March 20

Central Banks are clear winners of the latest round (WBC, MQG, SUN)

02 March 20

Subscribers questions (MXWO, MXT, CSL, ORI, TWE)

28 February 20

Are Australian China facing stocks representing decent risk / reward? (BHP, QUB, A2M, TWE, SGR)

27 February 20

What to buy & avoid as coronavirus fear intensify (AAPL US, FMG, BLD)

26 February 20

Overseas Wednesday – International Equities & Global Macro ETF Note (GDX, SIQ, MSFT US)

25 February 20

Equities panic on cue, time for opportunities (EVN, GDX US, SIQ, TBF US)

24 February 20

Subscribers questions (NST, ABP, BBOZ, MYR, PBW US, WHC, MQG, BOQ, XARO, TWE, SKI, ILU, COI, HUO)

21 February 20

Are Healthcare stocks bracing for a correction? (MSFT US, FMG, WTC, CSL, RHC, COH, PNV, AVH)

20 February 20

Does MM see any opportunities amongst the “dogs” of the last week (CWY, AAPL US, BEN, TAH, NHC, SXL,VCX)

19 February 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (CBA, BEN, GDX US, PDL, BBOZ, GOLD US, SH US, SLVP US, TBF US, BBG)

18 February 20

Ethical investing is gaining momentum (JIN, PME, WHC, TSLA US, SGR, COKE US, CWY)

17 February 20

Subscribers questions (BEN, BOQ, CGF, SIQ, NABHA, MBLHB, EXL, WHC, AGL, 5GN, A2M, SM1, OVH, WEB)

14 February 20

3 stocks to buy if coronavirus panic resurfaces (GMG, TWE, 700 HK, A2M, SGM, FMG)

13 February 20

The IT sector led us up but its having a mixed time at present (CBA, WBC, AAPL US, XRO, ALU, APX)

12 February 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (COH, SUN, CBA, SIQ, A2M, BBOZ, BAC US, SH US, GDX US, QID US, TBF US)

11 February 20

What & when should we buy the 25% plunge in oil (STO, BPT, WPL, BLD, EVN)

10 February 20

Subscribers questions (IGO, BTH, BUB, NABHA, UCM, FLT, WEB, ALK, NCK, IFN, SSM, ERA, ISX, WZR, JBH, MFG)

07 February 20

The Real Estate Sector looks to have a little more juice in the tank (AAPL US, CBA, GMG, SCG, DXS, MGR, SGP)

06 February 20

What now MM has gone “very long”? (AAPL US, BBOZ, CBA, PDL, RIO, EHL, GDX US, BIN, JPM US, TBF US)

05 February 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (CBA, WBC, MLCO US, HLS, A2M, NCM, EVN, BABA US, GOLD US, GDX US, TBF US)

04 February 20

Fiscal stimulus & its implications (A2M, BKW, FMG, BGA)

03 February 20

Subscribers questions (PPE, BKL, EVN, CDE US,RIO, AMP)

31 January 20

Should we “dump” the disappointing Australian gold sector? (NEA, GDX US, NCM, EVN, RRL, NST, GOR)

30 January 20

Will the best performers keep running? (EML, CSL, ELD, ANN, VOC)

29 January 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (CGC, FMG, A2M, OZL, ILU, PGH, NCM, EVN, MC FP, GOLD US)

28 January 20

Subscribers questions (MXWO, ETHI, NEA, CSR, JHX, FOR, AUDS, ILU, WZR, TBF US, WSA, DCG, RCR, API, CBA, DBA US)

24 January 20

Is reporting season providing any bargains? - (BPT, RMD, QAN, CIM, DOW, NHF, APE)

23 January 20

Should we be backing the “BOJO” horse? (WOW, RMD, A2M, IRE, VUK, JHG, PDL, BVS)

22 January 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (BLD, SFR, IEM US, 700 HK) **700 HK**

21 January 20

Are insurance stocks simply too hard? (BPT, BHP, SUN, IAG, QBE, NHF, MPL, SDF)

20 January 20

Subscribers questions (MXWO, EVN, RRL, ABP, PLS, ORE, SYR, NBI, 700 HK, ALX, TCL, IPH, LNK, BUB, NCM, STO, NST, SIQ, BBOZ)

17 January 20

5 stocks catching my eye as we search for upside (CBA, APX, BGA, IVC, IPH, MIN)

16 January 20

Market smashes through 7000 (WHC, S32, WPL)

16 January 20

What pockets of the resources sector does MM prefer in 2020 (WHC, GDX US, RIO, OZL, SFR, WSA, S32, AWC, FMG)

15 January 20

Overseas Wednesday – International Equities & Global Macro ETF Portfolios (ORE, TSLA US, JPM US, WFC US, GS US, AAPL US, JHG US, IEM US, 700 HK, SH US)

14 January 20

A few things on our radar as we commence 2020 (CBA, CSL, BHP, FMG)

13 January 20

2020 Outlook – 3 key macro drivers, 3 key sectors & 3 stocks we like now (OZL, SGM, 700 HK)

24 December 19

Happy Holiday’s from all the team at Market Matters

23 December 19

Subscribers questions (LYL, MSB, SVW, QBE, MTA CN, IMF, WAM)

20 December 19

Updating our outlook for the Capital Goods Sector (SSM, NWH, SVW, RWC, GWA,ASB)

19 December 19

If reflation does unfold should we be buying food producers? (OZL, WBC, A2M, ING, ELD, CGC, BGA, AAC, RIC)

18 December 19

Overseas Wednesday – International Equities & ETF Portfolios (CBA, WBC, AAPL US, IWM US, IEM US, 700 HK)

17 December 19

How we’ll “play” this Christmas Rally (BHP, CBA, WBC, RIO, PGH, BBOZ)

16 December 19

Subscribers questions (OZL, SFR, FBR, BIN, ALF, TLS, BOQ, NST, NWH, WAM)

13 December 19

Will the Australian Real Estate stocks follow their US peers lower? (CBA, WBC, WTC, GMG, SCG, DXS, MGR, SGP)

12 December 19

Britain goes to the polls, how will it affect the ASX? (S32, EML, PDL, IRE, JHG, XRO, SGM)

11 December 19

Overseas Wednesday – International Equities & ETF Portfolios (TTD US, 700 HK, TBF US)

10 December 19

Do we like the 5 standout performers into 2020? (A2M, BPT, AVH, PNV, FMG, APT, JIN)

09 December 19

Subscribers questions (BOQ, BHP, BBOZ, NWH, MSB, RDV, CPD, PYC, AMP, WHC, ANZ, SIQ, SFR, MIN, CNU, NCM)

06 December 19

Are the Resources on track for MM? (WBC, FMG, OZL, WSA, AWC, S32)

05 December 19

Panic equals opportunity 9 times out of 10 – what to buy? (SVW, WSA, CWY, IVC, ASB)