Jacquie’s Post

  (NEW AUSSIE TECHNOLOGY WILL BE USED DURING DISASTERS) September 20, 2024   Hello everyone   Well, the rate cut show is over. The number was 0.5 basis points. Some will think the Fed was late in its policy reaction. The true ramifications of such a move probably won’t be seen until next year. Then,

  (THE SCIENCE OF AGEING BACKWARDS MAY BE IN OUR POCKETS WITHIN THE NEXT TEN YEARS) September 18, 2024 Hello everyone. Today will be a refreshing change of pace and content, as I think we all have endured a lot of noise about this week’s events.     So, let’s jump right in. Ageing.  Or

  (THE FED RATE CUT SHOW IS HERE – BUT WHAT’S THE NUMBER?) September 16, 2024 Hello everyone.     Welcome to the biggest show in town this week.  It has been hugely hyped, so expectations are high for a spellbinding event that will keep us hanging on every utterance the Fed delivers.   Body

  (SUMMARY OF JOHN’S SEPTEMBER 11, 2024, WEBINAR) September 13, 2024   Hello everyone.   TITLE “Wake-up Call”   TRADE ALERT PERFORMANCE September: -0.16% 2024 year to date: +33.25% Average annualized return: +51.62% for 16 years Since inception: 709.88%   PORTFOLIO GLD 10/$215/$220 call spread 10%   THE METHOD TO MY MADNESS September is living

  (ROBLOX (RBLX) DELIVERS REAL MONEY TO DEVELOPERS IN A NEW INITIATIVE) September 11, 2024   Hello everyone.   Palantir Technologies & Dell Technologies join the S&P500. In a couple of weeks, Palantir Technologies Inc. and Dell Technologies Inc. are set to join the S&P500 index.  Shares of Palantir and Dell rallied in the extended

  (AUGUST INFLATION DATA WILL STEAL THE LIMELIGHT THIS WEEK) September 9, 2024   Hello everyone.   WEEK AHEAD CALENDAR Monday, Sept. 9 10:00 a.m. Wholesale Inventories final (July) 3:00 p.m. Consumer Credit (July) 11:00 p.m. China Trade Balance Previous:  $84.7b Forecast: $83.9b Earnings: Oracle Apple’s “It’s Glow Time” event   Tuesday, Sept 10 6:00

  (INVESTORS ARE PAYING ATTENTION TO CHINA’S EV INDUSTRY) September 6, 2024   Hello everyone   Xpeng (XPEV) to launch new models later this year. Chinese EV maker, Xpeng could see a significant move by the end of the year as two new key EV models are being unveiled in the fourth quarter of this

  (HEDGE AGAINST MARKET RISKS WITH GOLD & SILVER) September 4, 2024   Hello everyone.   Let’s get real.  August, September & October are usually very tricky months for the stock market.   Or to put it another way, the market is usually awful and moody during these months.  So, expect quite a bit of

  (THIS WEEK THE JOBS NUMBER WILL BE THE HEADLINE EVENT) September 2, 2024   Hello everyone. Week ahead calendar Monday, Sept. 2 Labor Day Public Holiday (U.S.) Markets closed. 4:00 a.m. Euro Area Manuf. PMI Previous:  45.8 Forecast: 45.6   Tuesday, Sept. 3 9:45 a.m. S&P PMI Manufacturing final (August) 10:00 a.m. Construction spending

  (SUMMARY OF JOHN’S AUGUST 28, 2024, WEBINAR) August 30, 2024   Hello everyone.   TITLE:  Waiting for the Other Shoe to Fall   TRADE ALERT PERFORMANCE August: +3.56% MTD Average annualized return: +51.62% Trailing one Year Return: +52.25% Since inception:  +710.24%   PORTFOLIO REVIEW Risk Off (TSLA) 9/$250-$260 put spread 10%   THE METHOD

  (THERE MAY BE LIGHT AT THE END OF THE TUNNEL AFTER A LONG “WINTER” FOR MINERS IN AUSTRALIA) August 28, 2024   Hello everyone, Some good news from BHP     BHP has achieved a multi-billion-dollar profit, and it was all about China.  BHP shipped most of its iron ore off to China, but

  (WILL NVIDIA’S EARNINGS JUICE THE MARKET, PUT IT TO SLEEP OR TANK IT?) August 26, 2024   Hello everyone   Week ahead calendar Monday Aug. 26 8:30 a.m. Durable Orders (July) Previous: -6.6% Forecast: 4% 10:30 a.m. Dallas Fed Index (August)   Tuesday Aug. 27 9:00 a.m. FHFA Home Price Index (June) 9:00 a.m.

  (‘THE LUCKY COUNTRY’ IS UNDER PRESSURE) August 23, 2024   Hello everyone   AUSTRALIAN CORNER The consequence of a slowing Australian economy According to a new report, some 100,000 people could lose their jobs in Australia over the next 12 months.  The unemployment rate, currently at 4.2% could peak at 4.5%, according to the

  (THE PLUNGE IN IRON ORE PRICES IS BAD NEWS FOR AUSTRALIA, BUT GOOD NEWS FOR THE REST OF THE WORLD) August 21, 2024 Hello everyone,     Iron ore prices have halved since their peak in January.     Share prices have had a 20% haircut consequently.  That’s bad news for BHP and Rio

  (THE JACKSON HOLE SYMPOSIUM WILL STEAL THE SPOTLIGHT THIS WEEK) August 19, 2024   Hello everyone,   Week ahead calendar 2024 Democratic National Convention Aug. 19 - 22 2024 Jackson Hole Economic Policy Symposium Aug. 22 – 24   Monday Aug. 19 10 a.m. Leading Indicators (July) 9:30 p.m. Australia RBA Minutes Earnings:  Palo

  (SUMMARY OF JOHN’S AUGUST 15, 2024, WEBINAR) August 16, 2024   Hello everyone.   TITLE:  The Teflon Market   PERFORMANCE: MTD August +3.09% Average annualized return: +51.94% for 16 years Trailing one year return: +51.92% Since inception: +710.36%   PORTFOLIO: Risk On:  No Positions Risk Off: (DHI) 8/$185-$195 put spread   METHOD TO MY

  (CONSUMER BEHAVIOUR AMID RECESSIONS: WHERE DOES THE MONEY GO?) August 14, 2024   Hello everyone. Which would you most likely give up if a recession descended upon us? Netflix Fast food including Chipotle, McDonalds, Burger King, Taco Bell, In-N-Out Burger, Baskin-Robbins, etc Your favourite coffee fix None of the above If it was me,

  (ALL EYES ARE ON THE CPI DATA THIS WEEK) August 12, 2024   Hello everyone.   Week ahead calendar Monday, August 12 2:00 p.m. Treasury Budget (July) 8:30 a.m. Australian Consumer Confidence Previous: -1.1% Forecast: 0.5%   Tuesday, August 13 8:30 a.m. Producer Price Index (July) 2:00 a.m. UK Employment Rate Previous: 4.4% Forecast:

  (DON’T GET TOO COMFY – MORE CHOP & CHURN IS ON THE HORIZON) August 9, 2024   Hello everyone. ARE WE THERE YET?    Historically, it is rare for markets to put in correction lows in August.  September and October are more likely to see an eventual bottom.  So, be ready for equity market

  (STAY COOL IN THE FACE OF A TURBULENT MARKET & START LOOKING FOR OPPORTUNITIES) August 7, 2024   Hello everyone,   The market has been throwing a little tantrum over the last few days, and we all know why. Unwinding of the yen carry-trade Economic market data The Fed turning up to the party