3 stocks we are considering into weakness

Nicholas Forsyth

Yesterday’s intra-day strength in the local market surprised many investors including ourselves . The simple explanation for the ASX to gain over 70-points by lunchtime is money flowing into equities, which we believe is for two primary reasons - importantly not perceived value in the market. The almost impossible task... Show More

The big risk to corporate bonds

Nicholas Forsyth

Every Monday, the team at Market Matters answers a number of questions from our subscribers. Today’s question is… “In today's Morning Report you talk about the danger in the bond market. I have a portfolio of commercial bonds from FIIG which is returning me about 7% pa. These are mainly... Show More

3 things we're keeping an eye on

Nicholas Forsyth

While US stocks continue to test all-time highs day-day activity remains extremely muted with the combination of US holiday season and Janet Yellen's weekend speech enough to continue the current run of low lacklustre moves – last night saw the 32nd straight session where US markets moved less than 1%.... Show More

Why we are bullish oil

Nicholas Forsyth

Stocks have become tricky over recent weeks and local reporting season has dominated intra-week swings of individual companies. Hence as we often say it's critical that subscribers understand both our views and reasoning for the path ahead. We are enjoying the feedback around our Monday mornings “Q & A" report... Show More