Jacquie’s Post

  (SUMMARY OF JOHN’S JANUARY 24, 2024 WEBINAR) January 26, 2024   TITLE: New All-Time Highs PERFORMANCE:  Since inception:  670.74% Average annualized return:  51.27% Trailing one-year return: 52.86% January 2024:  -3.88%   POSITIONS: (MSFT) 2/$330-$340 call spread (AMZN) 2/$130-135 call spread (V) 2/$240-$250 call spread (PANW) 2/$260-$270 call spread (CCJ) 2/$38-$41 call spread (TLT) 2/$90-$90

  (THE 2024 RATE CUT STORY HAS RISKS WE SHOULD ALL UNDERSTAND)   January 24, 2024 Hello everyone, The subject of rate cuts in 2024 has been making headlines for the last several months.  But has the Fed definitively said it will lower interest rates sharply this year?   Rising geopolitical tensions and the potential

  (BUFFETT INVESTMENT LESSON 101 HAS TWO KEY PRINCIPLES) January 22, 2024   Hello everyone, It’s been a very wet and stormy January in Queensland this year.  And we now have a cyclone lurking off the Queensland coast about to create havoc with the coastal communities in far north Queensland.   The weather might be

  (BERKSHIRE HATHAWAY REWARDS THE PATIENT LONG-TERM INVESTOR) January 19, 2024   Hello everyone. The Magnificent 7 have been stealing the spotlight for a significant period, but there are many other stocks worthy of attention too.  One that deserves a look right now is Berkshire Hathaway.   Berkshire has displayed bullish technical characteristics throughout its

  (THE U.S. CONSUMER IS IN THE SPOTLIGHT THIS WEEK) January 17, 2024   Hello everyone, In the U.S. January 15 is a federal holiday – Martin Luther King Jr. Day.  The market is closed.    Week ahead calendar – All times ET Monday Jan. 15, 2024 Martin Luther King Jr. Day (U.S.) Australia Consumer

  (SUMMARY OF JOHN’S JANUARY 10, 2024, WEBINAR) January 12, 2024   Hello everyone. Title:  Exhaustion   Performance: January 2024 - +3.43% MTD 2024 YTD - +3.43% Since inception - +680.03% Average annualized return - +52.08% for 15 years   Positions: NVDA 2/$450-$460 call spread NVDA 2/$460-$470 call spread MSFT 2/$330 - $340 call spread

  (SENSIBLE INVESTING TIPS BY BUFFETT TO START THE NEW YEAR) January 10, 2024   Hello everyone, I want to sink into your psyche today some investing advice by Buffett.  You would do well to write these on a piece of paper and stick that on the wall above your computer or your desk and

  (WHERE SHOULD INVESTORS BE LOOKING IN 2024?) January 8, 2024   Hello everyone, Inflation data and bank earnings take center stage this week. Week ahead calendar (all times ET) Monday, Jan. 8 3:00 PM - Consumer credit (November) Tuesday, Jan. 9 6:00 AM - NFIB Small Business Index (December) 8:30 AM - Trade Balance

  (TECHNOLOGY SECTOR SET FOR MORE GROWTH IN 2024) January 5, 2024   Hello everyone, Happy New Year! We are all on the lookout for where to put our money in 2024.  Will it be technology or another sector or perhaps a variety of sectors that provide good value? I believe technology will be a

  (WE COULD SEE A SECULAR BULL MARKET FOR THE NEXT DECADE) January 3, 2024   Hello everyone, It’s the question on everyone’s lips – will this rally continue throughout 2024 and beyond? One Bank seems to think so, and that bank is Deutsche.  And they are not allowed in this bullish outlook. Deutsche sees

  (MINIATURE AI WILL BE BIG IN THE FUTURE) December 29, 2023   Hello everyone, We are living in the era of Artificial Intelligence (AI), and it will change our lives in many ways.  Within AI there is currently a large focus on Tiny AI or Minature AI which aims to improve the sustainability of

  (THE HOUSING CRISIS IN YOUR FUTURE IS BROUGHT TO YOU BY CLIMATE CHANGE) December 27, 2023   Hello everyone, Most of us know about the changing climate. But few of us realize the implications of these changes on housing over the next 30 years and beyond. We know about interest rates and the cost

  (JOIN ME IN BRISBANE OR MELBOURNE FOR SOME GREAT FOOD & CONVERSATION ABOUT THE MARKETS) December 22, 2023   Hello everyone, My Aussie luncheons are on in early January.  Please join me in either Brisbane or Melbourne for some great food and conversation. Come join me for lunch for Jacquie Munro’s Global Strategy Update, which

  (CRYSTAL BALL GAZING INTO 2024 & REMEMBERING EVENTS IN 2023) December 20, 2023   Hello everyone, I wrote recently how most analysts expect the market to continue its rally into 2024.   One bank has already raised its stock market forecast for 2024 and is now saying that the S&P500 will rise 8% to

  (MARKETS ARE OVERBOUGHT AS THEY COUNTDOWN TO YEAREND) December 18, 2023   Hello everyone, Calendar for Week Ahead Monday, Dec. 18 10 a.m. ET NAHB Housing Market Index Tuesday, Dec. 19 8:30 a.m. Building Permits preliminary (November) 8:30 a.m. Housing Starts (November) Earnings:  FedEx Wednesday, Dec. 20 8:30 a.m. Current Account (Q3) 10 a.m.

  (SUMMARY OF JOHN’S DECEMBER 13, 2023 WEBINAR) December 15, 2023   Hello everyone, Title:  The Fed Wins   Performance: 2023 year to date:  +78.86% Since inception +676.05% Average annualized return:  +52.00% for 15 years Trailing one-year return:  75.38%   Positions: 90% long, 10% short, 0% cash. Risk on (NLY) 12/$15-$16 call spread. 10% (BRK/B)

  (THIS SELF-DRIVING CAR TECHNOLOGY STOCK WILL REAP REWARDS FOR ITS INVESTORS) December 13, 2023   Hello everyone, Ever heard of Innoviz Technologies (INVZ)? It’s an Israeli firm, which is listed on the Nasdaq, and it makes sensors and automotive software that are key to enabling driverless cars.  The company’s LiDAR (“light detection and ranging”)

  (A WEAK U.S. DOLLAR CREATES RIPPLE EFFECTS ACROSS THE WORLD) December 11, 2023   Hello everyone, Economic Calendar for the week ahead.   Monday December 11, 2023 Australia Consumer Confidence change Previous:  2.6% Time: 6.30 pm ET   Tuesday, December 12, 2023 US Core Inflation Rate Previous: 4.0% Time: 8:30 am ET   Wednesday,

  (THE PRESIDENTIAL ELECTION YEAR AND THE STOCKMARKET) December 8, 2024   Hello everyone, Welcome to Friday and Non-farm payrolls. What typically happens to stocks in a presidential election year? If we look at history, it will give us a guide as to what we can expect. Stocks are riding high into the end of

  (HARVESTING RETURNS FROM COMMODITIES IN 2024) December 6, 2023   Hello everyone, In 2024 and 2025, the commodities area that will be a gold mine for investors will be precious metals. I have been calling for you all to keep scaling into positions in precious metals for the entire year.  2024 will see the