Six and out? Bloody hope so.
The market continued on its steady rise, up a full 2% this week. The big miners suffered a little, banks and healthcare were strong, but the big move came from a company that didn’t even exist seven years ago.
Miners getting long in the tooth, 30 July 2021 Weekly Update
MG Alpha Model Portfolio Update
Alpha Finishes Strongly; More to Come
The MG Alpha portfolio rose 39.6% for Financial Year 2021, with the broader market rising 23.99%. For the quarter we trailed the ASX 200 rising 3.6% versus 7.7%. The pandemic related panic allowed us to accumulate positions in the banks, major miners and beaten up property trusts and high yield credit income funds, which will prove worthwhile acquisitions in years to come.
Quarterlies aplenty, 23 July 2021 Weekly Update
Quarterlies aplenty
Inflation concerns returned in the US this week, initially setting the tone for global markets. Our market looked to be substantially weaker, but the now regularly recurring buying strength returned, resulting in the ASX200 rising 0.6%.
We are in the midst of a large number of quarterly and half yearly reports being released so I’ll cut straight to it.
Bang, bang, bang… 16 July 2021 Weekly Update
Bang, bang, bang…
No point talking about it really, in we go again.
The ASX200 rose 1% in another scrambly sort of a week; directionless but still ended up. Incredibly unemployment dropped again, this time to 4.9%. The actual number of unemployed dropped by 22,000 to 679,000. The participation rate remained steady at 66.2% and underemployment (those seeking more work than they have) increased by 0.5% to 7.9%.
Marching On, 9 July 2021 Weekly Market Update
Happy New (Financial) Year, 2 July 2021 Weekly Market Update
Low Volume Volatility, 24 June 2021 Weekly Update
Steady as she goes, 18 June 2021 Weekly Market Update
Short & Sweet, 11 June 2021 Weekly update
Uranium is the new Black Gold: 30-Year Veteran Explains (Part II)
The Morrissey Exchange, Shaw and Partners: Uranium is the new Black Gold: 30-Year Veteran Explains (Part II)
Welcome back to The Morrissey Exchange as we pick up where we left off last time.
Join Morrissey Group advisers, Ben Morrissey and Alex Henderson, for part two of their discussion with Shaw and Partners’ Head of Research, Mr Andrew Hines.
In our last episode, Andrew talked us through the nuances of the Iron Ore markets, however conversation this week has turned to the energy sector and the world’s quest for a cleaner alternative. What was wrong now looks right. Has Nuclear Energy come full circle to answer our carbon emissions quandary? Welcome to the upside-down.
Sit back and enjoy the second half of our discussion with the ever insightful and observant, Andrew Hines.
Fuel on the Fire, 4 June 2021 Weekly Market Update
Back to jail you go, Victoria, 28 May 2021 Weekly Market Update
Iron Or Bust? 30-Year Veteran Explains
It's Coming... 21 May 2021, Weekly Market Update
Another wild one this week; the volatility continued here and overseas. At the time of writing this note, we had risen a total of 9 points for the week but will have changed by the time you receive this. We’re sending today’s weekly prior to the end of trade because we are moving offices- 20 metres down the road in fact.