18 September 19

Overseas Wednesday – International Equities & ETF Portfolios (GDX US, NCM, BABA US, TTD US, PSH NA, BAC US, RY CN)

17 September 19

Bond yields firm, oil surges should we “run” from growth to cyclicals? (RHC, NCM, BSL, WPL)

16 September 19

Subscribers questions (BHP, OZL, IIND, MSB, MGG, NCM, ASL, AWC, WSA, HLS)

13 September 19

Does the Healthcare sector look poised to repeat 2018? (CSL, COH, RMD, ANN, PME)

12 September 19

Could Iran & Aramco become too much for the Oil sector? (WPL, BPT, STO)

11 September 19

Overseas Wednesday – International Equities & ETF Portfolios – (COH, APX, SYD, GDX AU, EVN, RDSA LN, BAC US, GOVT US)

10 September 19

Can growth stocks maintain their momentum? – (GDX, WSA, APX, ALU, WTC, XRO, APT)

09 September 19

Subscriber’s questions (OZL, CIM, MQG, QBE, WOR, CYB, WPL, NAN, MQG, MGF, MFG)

06 September 19

Time to buy the embattled Financials? (EHL, CYB, EVN, NAB, IFL, JHG, PNI)

05 September 19

How to play the “Cyclical v Defensive” elastic band (BHP, TCL, JBH, GMA)

04 September 19

Overseas Wednesday – International Equities & ETF Portfolios (CGC, AAPL US, FB US, BABA US, SLVP US)

03 September 19

Evaluating 5 of the top ASX200 performers (BHP, WSA, ASB, SSM, PME, CUV, APX)

02 September 19

Subscribers questions (AAPL, FMG, FNP, CRN, MRG)

30 August 19

A few alarm bells are ringing in bond land - (APX, BHP, GDX, NST)

29 August 19

“Doctor Coppers” not convinced about a recession (MQG, MFG, OZL, BHP, SFR)

28 August 19

Overseas Wednesday – International Equities & ETF Portfolios (FMG, CBA, BSL, EEM, AAPL US, MSFT US, MCD US, GOLD US, EUM US, SLVP US)

27 August 19

Are Insurance stocks telling us where interest rates are headed? (BLD, NCM, SUN, MPL, NHF, IAG, QBE)

26 August 19

Subscribers questions (A2M, CGC, EHL, ASL, BIN, AWC, WSA, MFG, AHG, RIO, CBA)

23 August 19

Reviewing the Australian IT sector as the NASDAQ struggles - (CGC, NAB, GDX, WTC, XRO, APT, APX, ALU)

22 August 19

Can we see any value in the 5 shockers from yesterday? (BHP, BSL, RSG, A2M, ILU, NEA, BXB, EHL)

21 August 19

Overseas Wednesday – International Equities & ETF Portfolios (BHP, RIO, IPH, SEK, EEM, FB US, JPM US, DIS US, ABX US, GDX US, TYU9)

20 August 19

Actions MM are considering if we rally ~2% towards 6600 (NST, GDX AU, BBOZ, GDX US, BOQ, FMG, EHL)

19 August 19

Subscribers questions (TCL, WEB, KDR, RWC, WHC, AWC)

16 August 19

5 stocks we are considering into the current market panic & a word on recent performance (BIN, ALL, MQG, OZL, APX)

15 August 19

Should we buy more gold stocks as volatility increases? - (CSL, EVN, GDX, MFG, NCM, NST, PGH, RSG, SAR)

14 August 19

Overseas Wednesday – International Equities & ETF Portfolios (MFG, COH, CYB, BABA US, 700 HK, 2318 HK, SH US, TYU9, GOVT US)

13 August 19

Keep your fingers on the pulse, there’s lots going on (JBH)

12 August 19

Subscribers questions (RIO, FMG, APX, RFF, CBA, BBOZ, CQE, WHC)

09 August 19

Market Rallies into the Weekend – (AGL, BBOZ, IAG)

08 August 19

Market goes quiet as James jumps on his postie bike (CBA, BBOZ)

07 August 19

Wednesday Wrap – A look across our portfolios (CBA, NCM, RIO, FMG, EUM US)

06 August 19

The clash of the titans escalates, hold on tight! (RMB, VIX, RIO, BBOZ, NCM)

05 August 19

Subscribers questions (GDX, EGG, ABC, CIM, DOW, PBH)

02 August 19

The Fed & now Trump are weighing on stocks (RIO, FMG, NCM)

01 August 19

Do we see any value “yet” in current market underperformers? (ABC, JHG, PDL, BIN, CYB, CCP)

31 July 19

Overseas Wednesday – International Equities & ETF Portfolios (CYB, NCM, VIX, BAC US, EPV US, EUM US, TYU9, TMF US)

30 July 19

To buy or sell now? – 5 stocks catching our eye (CBA, BIN, MXWO, CWN, FMG, WOR, JHX, EHL)

29 July 19

Subscriber's Questions (ANZ, APX, CBA, GCI, ILU, MXT, NBI)

26 July 19

Will IOOF spark a recovery for the struggling Fund Managers? (IFL, PDL, PPT, PNI)

25 July 19

Looking for the needle in the haystack called the ASX200 (NHF, NCM, ELD, BGA, TLS)

24 July 19

Overseas Wednesday – International Equities & ETF Portfolios (OZL, FMG, WSA, SH US, MCD US, BABA US, NFLX US, EUM US, TMF US)

23 July 19

MM is concerned for the much loved Healthcare sector (CSL, COH, RMD)

22 July 19

Subscribers questions (GDX AU, RED, ABC, THC, WHC, NFLX US, IBM US)

19 July 19

MM feels it’s time to change tack with Gold investing (CIM, ASL, GDX AU)

18 July 19

Is it time to take $$ on our “dog” investments, or switch to the new breed? (DMP, BHP, NHF, CBA, ASL, WEB)

17 July 19

Overseas Wednesday – International Equities & ETF Portfolios (TLS, NHF, DMP, RIO, SH US, MCD US, WMT US, BABA US, EUM US, TMF US)

16 July 19

3 switches on our radar for the weeks ahead (AMP, CBA, ANZ, ASL, TLS, HLS, SIG, NHF, SKC)

15 July 19

Subscribers questions (ORE, GDXJ, PAC, HYD, PDN)

12 July 19

3 stocks we like if a market correction unfolds (RFF, WSA, IGO, AMP)

11 July 19

The Fed has spoken, will markets again follow? (COH, CBA, NFLX.US)

10 July 19

Overseas Wednesday – International & ETF Portfolios (DMP, NFLX US, MCD US, WMT US)

09 July 19

Reviewing the local Media & Entertainment sector (DBK GY, REA, OML, NEC, CAR, SXL)

08 July 19

Subscribers questions (KGN, NXT, CBA, MQG, ALU, FMG, PET, AUDS)

05 July 19

The RBA wants infrastructure spending, can we still find opportunities here? (EEM US, MSCI, BLD, ABC, CIM, DOW, LLC)

04 July 19

Hunting for value in a market at decade highs (NHF, IAG, SIQ, ING, SVW, PPT)

03 July 19

Overseas Wednesday & the launch of our MM Marco ETF Portfolio (CBA, 005930 KS, NFLX US, BAC US, AUDS, GDX US)

02 July 19

Is the current rally in IT stocks a breakout or blow-off? (NST, RIO, BHP, APX, XRO)

01 July 19

Subscribers questions (APT, QHL, ORA, ADH, SGM, BBOZ, SFR, ALL)

28 June 19

How far could the “yield play” stocks correct? (RIO, PGH, TCL, SYD, TLS, CBA)

27 June 19

The “risk on” button appears to being pressed into the G20 (ANN, SFR, WOR, STO, FB US, AAPL US)

26 June 19

Overseas Wednesday – MM launches its International Equities Portfolio **Buy 2318 HK** (AAPL US, ABX, 2318 HK)

25 June 19

Do we see any value in any of the out of favour base metal stocks? (ASL, OZL, SFR, WSA, AWC)

24 June 19

Subscribers questions (MOY, CSL, PAC, NCM, ILU, GUD, JHG)

21 June 19

Does Europe remain the wrong way for portfolios to face? (CPU, LNK, MQG, DMP, ANN)

20 June 19

Can the years worst performers at least finish well? (PGH, CGC, NUF, BAL, CGF)

19 June 19

Overseas Wednesday as the G20 approaches

18 June 19

Are some local fund managers becoming too cheap? (MFG, PPT, PDL, CGF, AMP)

17 June 19

Subscribers questions (KDR, HLS, VOC, CBA, LNK, BLD, WOR, SGM, TLS, MXT, NBI, BIN, WSA)

14 June 19

Crude oil is flirting with $US50/barrel can our energy sector defy the weakness? (WPL, STO, BPT)

13 June 19

Considering the “second tier” iron ore stocks as the commodity surges (EVN, CGF, AWC, RIO, MGX, MIN, GRR)

12 June 19

A mixed overseas & local report after the ASX roars (NST, RRL, BHP, AAPL US, AMZN US, CSCO US, MSFT US, FB US,

11 June 19

Sectors we do & don’t like as lower rates are trumping poor growth (RIO, CSL, RMD)

06 June 19

5 calls that influence our thinking on markets (CBA, NHF, RMD, RRL, SUN)

05 June 19

Weekly Overseas Report after the RBA cuts rates (VOC, FB US, AAPL US, AMZN US, NFLX US, GOOGL US)

04 June 19

Is it time to lighten our market exposure? (MQG, RIO, RMD, JHG, ALL)

03 June 19

Subscribers questions (FLT, LYC, CGC, WHC, DCN, QMS, FLC, CLQ, BSL)

31 May 19

Has the Mirvac (MGR) capital raise signalled its time to depart the Real Estate sector? (ILU, EHL, CGC, MGR, GMG, CLW, SCG, LLC)

30 May 19

Should we buy the classic “yield play” stocks as bond yields plunge? (SYD, TCL, ALX, SKI, AGL)

29 May 19

Weekly Overseas Report including a chat with my friend Charlie Aitken (700 HK, BABA US, MSFT US, AAPL US, FB US, TTD US)

28 May 19

Looking for value in the “drifting” insurance sector (SUN, QBE, IAG, NHF)

27 May 19

Subscribers questions (CBA, NCK, OZL, MQG, ANZ)

24 May 19

Is it time to follow the market back into Consumer Discretionary stocks? (ALL, HVN, SGR, BAP, FLT, AHG, APE)

23 May 19

Do we agree with UBS on the downgrade of some Platform providers? (AMP, IFL)

22 May 19

Weekly Overseas Report - is it time for Australia or International exposure? (FB US, AAPL US, AMNZ US, NFLX US, GOOGL US)

21 May 19

What a difference an election makes, what now? (NHF, WBC, NAB, EHL, WEB, TCG LN, SYD)

20 May 19

Election fallout & subscribers questions (PCI, BSL)

17 May 19

Will the other miners follow Fortescue with more dividend bonanzas?

16 May 19

Looking for opportunities in the ASX200’s big movers (FMG, LLC, EVN, RWC, ABC)

15 May 19

Weekly Overseas Report as Trump hits stocks – Part 2 (ILU, FMG, AAPL, BABA US, MMM US, 005930 KS, WFC US)

14 May 19

Looking for opportunities in today’s exciting & volatile market (FMG, RIO, ILU, MQG, SGR, CWN)

13 May 19

Subscribers questions (SGM, BKL, SPL, CIM, RCR, LLC, MIN, MQG)

10 May 19

Is Adelaide Brighton (ABC) the sign for whats next for the Australian building sector? (ABC, CSR, BLD, JHX, FBU)

09 May 19

Evaluating 3 situations influencing the ASX200 hood (BIN, HLS, ASL, BOQ, TPM)

08 May 19

Weekly Overseas Report as Trump pressures market (FMG, DWDP US, BABA US, CRM US, MC FP, AAPL US)

07 May 19

Is Trump providing opportunity or creating a disaster? (FMG, SGR, WSA, LLC, APX, NCM)

06 May 19

Subscribers Questions (HSO, ALU, APX, BBOZ, KDR, ORE, AMP)

03 May 19

Is Wesfarmers timing correct to buy into the Electric Vehicle (EV) space? - (AJM, GXY, KDR, MIN, NAB, ORE)

02 May 19

Are some auto players set to recover? - (CGC, EHL, ARB, GUD, BAP, APE, SUL, AHG)

01 May 19

Weekly Overseas Report – the “FAANG’s” (RIO, NCM, FB US, AAPL US, AMZN US, NFLX US, GOOGL US)

30 April 19

Don’t panic, it’s only an election on May 18th

29 April 19

Subscribers questions (PDN, A2M, BAL, BUB, NGI, SPK, IRI, TLS, NBI)

26 April 19

Reviewing 5 market themes catching our eye - (BEN, BOQ, FLT, FMG, MMM, NHF, RMD)

24 April 19

Reviewing 5 of the World’s largest 10 companies

23 April 19

5 stocks MM is watching post Easter (SIQ, SGR, NCM, FMG, LLC)

18 April 19

Are we seeing the next big sector rotation with healthcare & resources set to be the losers?

17 April 19

Weekly Overseas Report (IShares iBOXX, QCOM US, 9984 JP,C US,NKE US, MRK US, UNH US)

16 April 19

Can we find any value in recent underperformers? (NCM, NST, BOQ, BEN, BAL, DHG, CSR, BSL, ORE, SYR, S32)

15 April 19

Subscribers questions (SGM, BSL, ISX, BBOZ)

12 April 19

Weekly Overseas Report (700, WMT, BABA, WFC, BA)

11 April 19

The high flying IT sector keeps roaring higher (XRO, APX, TNS, ALU)

10 April 19

The Financials are looking “heavy” (CWN, SGR, SGM, CGF, ASX, JHG, PPT, MQG, AMP)

09 April 19

Should we be jumping on board the iron ore train? (CWN, HLS, PTM, RSG, FMG, BHP, RIO)

08 April 19

Subscribers questions (ECX, MXT, EHL, TLS, SGM, CHC, CAT, BAP)

05 April 19

Why are Energy stocks struggling while crude oil continues to rally? (ORG, WPL, BPT, STO)

04 April 19

Why we are avoiding the classic “yield play” stocks (SYD, TCL, TLS)

03 April 19

3 stocks we like even with the ASX200 around 6300 (SGM, ASL, BSL)

02 April 19

Gold stocks are “wobbling”, MM updates where we plan to start accumulating (NCM, NST, RRL, EVN, SAR)

01 April 19

Subscribers questions (ALG, TGF, BIN, HSO, RFX, WOR, CGF)

29 March 19

Some reliable market correlations are questioning current stock market levels & valuations.

28 March 19

BREXIT sounds a mess but the exposed stocks appear strong (JHG, CYB, WEB, MQG, APT)

26 March 19

What’s an inverted yield curve & why should I be concerned? (TLS)

26 March 19

Where would we buy the resources into a correction? (APX, FMG, RIO, OZL, AWC, WSA)

25 March 19

Subscribers questions (BBOZ, HUB, PPS, ECX)

22 March 19

Are there opportunities after the huge macro news of the last 24-hours (EHE, PGH, TLS, SYD, QBE, CBA)

21 March 19

Do we catch any of these the falling knives? (HLS, BIN, ECX, PTM, NUF, ELD, GEM,

20 March 19

Overseas Wednesday is back on time! (CTX, FMG, AMZN US, C US, MSFT US, DIS US, FB US)

19 March 19

Is it time to accumulate some aged care exposure? (HLS, SUN, IAG, 1913 HK, EHE, REG, JHC)

18 March 19

Subscribers questions (EHL, BIN, AC8, NBI, NVDA US, RWC, SPT, MYX, EOS, TLS)

15 March 19

Looking for clues from the “insiders” (directors) activity (RHC, ORA, CCP, IAG, BVS, BIN, ELD)

14 March 19

MM’s mid-week look at overseas stocks on the move (EHL, SGR, BA US, NVDA US, COST US, 941 HK, AAPL US)

13 March 19

MM “alerts” might start hitting inboxes sooner rather than later! (BAL, IFL, SGR, ALL, AMP, APX, EHL, LLC, JHG, QBE)

12 March 19

Will Norwegian selling present more opportunities in our Energy Sector? (QBE, IAG, AMP, IOOF, WPL, STO, OSH, BPT, ORG, CTX)

11 March 19

Subscribers questions (ELD, RHL, SPT, MFG, VRT, MND, CDM, AYS)

08 March 19

Evaluating the Agricultural Sector as it gains a bid tone (HLS, CGC, GNC, ELD, AAC, BGA, NUF)

07 March 19

The path of most pain clearly remains up! (CBA, BHP, CSL, STO, TCL, SYD)

06 March 19

Overseas Wednesday - scouring the globe for direction (APX, APT, 700 HK, ABI BB, 600519 CH, T US, 005930 KS, UNH US)

05 March 19

Are investors on the wrong foot again with bond yields? (BIN, BAL)

04 March 19

Subscribers questions (A2M, BAL, BUB, MIN, ALF, BKL, ORG, SEK, CGC, NCM, CAJ, URF, NGI, SHL, CQE)

28 February 19

Are there any more dogs for MM’s basket? (CYB, EHL, SGR, GEM, CGC, EVN, RIO)

27 February 19

Its “Overseas Wednesday” time again (APT, BABA, TCS IN, 2318 HK, HSBA LN, WMT US, SAN FP)

26 February 19

Reporting season is almost in the rear view mirror (PGH, EHL, APX, APT, QBE, GEM, OML, LLC)

25 February 19

Income Portfolio Alert – Macquarie Group Hybrid

25 February 19

Subscribers questions (EHL, ALL, WTC, ALU, VOC, STO, SIQ, APT)

22 February 19

Reporting season is maturing fast & remains volatile!

21 February 19

More reporting season curve balls to evaluate – Part 3! (CWN, SGR, WSA, CTD, SVW, A2M, PGH, MMS, WTC)

20 February 19

More reporting season curve balls to evaluate! (BOQ, ALU, IFL, AOG, BKL, EHL, SAR)

19 February 19

Reporting season throws more curve balls but are they opportunities? (AHG, GWA, ANN, BIN, BEN, BOQ, NHF)

18 February 19

Subscribers questions (CSL, FMG, DHG, NEC, PLS, WHC, NHC, VOC)

15 February 19

Volatility escalates as reporting season unfolds (CWY, BIN, BRG, MFG, AMP, SUN, PGH, ORA)

14 February 19

Are there opportunities in the local Capital Goods sector as it gains momentum (EHL, CIM, SVW, RWC, MND)

13 February 19

Reviewing the 5 strongest global stocks over the last month

12 February 19

Will JB HI-FI’s result create fresh interest in retail? (JBH, SUL, HVN, AHG, PMV)

11 February 19

Subscribers questions (AGL, PNI, JHG, NTC, ANO, FMG, TNE, CGC, IEL, CBA)

08 February 19

Reviewing the MM Platinum Portfolio (ASL, MQG, NHF, SGR, CIM, IVC, NAB)

07 February 19

Overseas Wednesday on a Thursday!

06 February 19

6 Non-financials that caught our eye yesterday (ASL, BIN, NHF, VOC, GUD, IVC)

05 February 19

The Hayne Royal Commission has landed (AMP, CBA, WBC, NAB, BOQ)

04 February 19

Subscribers questions (NST, MSFT, SPT, Z1P, RMD, KDR, CAT)

01 February 19

Are the nerves around the Hayne Royal Commission providing a buying opportunity? (WSA, WBC, CBA, NAB)

31 January 19

Time to review the MM “losers” as the winners are certainly looking after themselves (FMG, BAL, NST, GUD, CGF, JHG, PPT, GMA)

30 January 19

Overseas stocks are matching ours for volatility (RMD, RIO, TLS, NTFX, PYPL, ABBV, BA)

29 January 19

Crude Oil leading a pullback? (STO, NHC, WHC, CVX)

25 January 19

NAB raises mortgage rates, are they now worth chasing for yield? (NAB, CBA, BEN)

24 January 19

5 stocks that we will avoid as downgrades wash over the ASX200 (CGF, WSA, SEK, REA, DMP, CWN, CCL)

23 January 19

Introducing overseas Wednesday!

22 January 19

Opportunities in the stocks that haven’t embraced the markets 9% recovery?

21 January 19

Subscribers questions (HVN, WOW, A2M, CGF, PDN, AOG)

18 January 19

Why are “professionals” worrying about the US corporate bond market?

17 January 19

Will the RBA actually cut interest rates?

16 January 19

Market Matters 2019 Outlook including our forecasts for the year ahead

15 January 19

Subscribers questions (TLS, PL8, CYB, GXY, IVC)

14 January 19

Happy New Year to all MM subscribers!

31 December 18

New Year’s Eve Update

21 December 18

The Fed puts any Santa rally to bed

20 December 18

The ramifications of this morning’s US rate rise

19 December 18

Should we buck the trend and buy oil stocks today? (WPL, OSH, ORG, NHC)

18 December 18

Can the “risk” sector manage a leg higher? (XRO, APX, ALU, APT)

17 December 18

Subscribers questions (CYB, MIN, NHC, VOC)

14 December 18

Is the competition watchdog providing an opportunity in the Telco’s? (TLS, TPM, VOC, CNU, SPK, SDA)

13 December 18

5 stocks adding weight to our bullish Christmas picture (ANZ, CSL, COH, A2M, XRO)

12 December 18

Don’t panic just yet!

11 December 18

That was carnage, do we retreat?

10 December 18

Subscribers questions (IFL, JHG, WOR, SSM, SFR, TLS, CAR, CYB, CYR)

07 December 18

What is going on in these “crazy” markets?

06 December 18

5 stocks to consider if the market sustains further falls (RHC, NCM, CQR, VOC, BEAR)

05 December 18

Looking at overseas financials for clues to local stocks

04 December 18

MM is dusting off its sellers hat (IEM, XRO, CSl, SUN, RHC)

03 December 18

Subscribers’ questions (FMG, TLS, PDN, BSL, WSA)

30 November 18

A weaker $US looks to be on the cards (SUN, QBE)

28 November 18

Is the Retail Sector finally looking for a bottom? (HVN, PMV, WEB, JBH, AHG)

28 November 18

Should we be watching the Media & Entertainment Sector? (NWS, CAR, NEC, REA, OML)

27 November 18

The Resources Sector is rapidly becoming interesting (NCM, IEM, BHP, SFR, IEM)

26 November 18

Subscribers questions (AWC, WSA, WPL, BPT, TLS, NUF, COL, WES, US:BABA, HK:700, TME, MIN, EHLDA, NWL, CBA)

23 November 18

China increases its citizens CBEC overseas e-commerce spending cap by 30% (A2M, BAL, BKL, TWE)

22 November 18

Do we now see value in the FANG stocks? (FB, AAPL, AMZN, NFLX, GOOGL)

21 November 18

Is it time to be brave, or flock for the exit? (CYB, ALU, APT, XRO, NXT, ALL, CSL)

20 November 18

Examining Stocks to Hold into Christmas / 2019 – (CIM, CYB, APX, ASL, CWY, VEA, MPL, SDA, AAPL)

19 November 18

Subscribers questions (GEM, LNG, NUF, GCS)

16 November 18

3 Macro Plays Catching Our Eye This Week - (700 HK, CYB LN)

15 November 18

Looking at 5 stocks where their option volumes leapt yesterday (AWC, AMC, CTX, S32, CCL)