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Buy Hold Sell
Listed Series
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sunset strip
Latest news and analysis on sunset strip
Equities
March 31, 2021 17:10
'Tax and spend' plan ahead, but don’t talk about inflation
The local market started positive and ran up on the end of quarter pump in the local market, but late profit-taking cycle reduced the performance by half. It was...
Mathan Somasundaram
Deep Data Analytics
March 31, 2021 17:10
Equities
March 30, 2021 17:31
Leveraged hedge funds are the new cannon fodder for reflation cycle
The local market started positive then fell for the rest of the day to deliver another negative day. Markets started to show risk-off trade, building momentum on a...
Mathan Somasundaram
Deep Data Analytics
March 30, 2021 17:31
Equities
March 29, 2021 18:02
Short week to raise volatility with month/quarter end adjustments
Local market started positive before fading through the day to finish down on another weak turnover day. Even the late recovery was lost at the close. Miners and...
Mathan Somasundaram
Deep Data Analytics
March 29, 2021 18:02
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Equities
March 26, 2021 17:26
Short term growth - inflation pop before the stagflation risk takes over
The local market started up and held on for another low turnover positive day. That’s five straight low turnover days, but at least local fundies joined the market...
Mathan Somasundaram
Deep Data Analytics
March 26, 2021 17:26
Equities
March 25, 2021 17:45
Is it a Bubble or is it not? Bubble is in the eye of the beholder
Local market started up and then faded to be a flat day before a pump at the close delivered a slight positive day on another low turnover day. Health Care and Retail...
Mathan Somasundaram
Deep Data Analytics
March 25, 2021 17:45
Equities
March 24, 2021 18:00
Reflation cycle is going after the weakest link in the global economy. Who is the next Turkey?
Local market delivered another low turnover positive day on the back of global buying of our large cap market exposure. Energy and Industrials were the worst hit...
Mathan Somasundaram
Deep Data Analytics
March 24, 2021 18:00
Equities
March 23, 2021 17:14
Turkey may be the canary in the reflation mine
Local market started positive and then faded to finish slightly negative on another low turnover day. Aluminum followed Iron Ore in China futures hitting limit down 6%...
Mathan Somasundaram
Deep Data Analytics
March 23, 2021 17:14
Equities
March 22, 2021 17:37
Money printing without reform is just another “Buy Now Pain Later” strategy
The local market flip flopped to be flat by lunch, before a global investor buy on portfolios pushed up all sectors during a relatively low turnover day. The market...
Mathan Somasundaram
Deep Data Analytics
March 22, 2021 17:37
Equities
March 19, 2021 17:24
Equity markets prepare for bond markets to go wild
Local market started negative and finished negative despite the decent global investor buying in the middle of the day. The midday bounce was mainly driven in Banks...
Mathan Somasundaram
Deep Data Analytics
March 19, 2021 17:24
Equities
March 18, 2021 17:38
Central Bank with credibility sounds like a fairy-tale
Local market started negative and kept on sliding through the day to deliver another negative day. The main story of the day was the US Fed update overnight while...
Mathan Somasundaram
Deep Data Analytics
March 18, 2021 17:38
Equities
March 17, 2021 16:42
US Fed is going to walk the fine line between pleasure and pain while Australia prepares for federal election
Local market started negative and kept on falling through the day before making a mini recovery late to finish a negative day. It is all about US Fed update tonight....
Mathan Somasundaram
Deep Data Analytics
March 17, 2021 16:42
Equities
March 16, 2021 17:21
"Bubble bubble toil and trouble" - the 3 greatest bubblemakers
The local market started slightly positive as expected pre-market, but then kept on climbing as global investors were buying the market exposure. It was a decent "buy...
Mathan Somasundaram
Deep Data Analytics
March 16, 2021 17:21
Equities
March 15, 2021 17:08
Bond markets are telling central banks to do “a little less conversation, a little more action”
Local market had a positive flat day on low turnover after local bond yields popped to 1.81% on the back of US bond yields move on Friday night. Tech and miners were...
Mathan Somasundaram
Deep Data Analytics
March 15, 2021 17:08
Equities
March 12, 2021 17:39
Bond market will be back and the Central Banks are worried
Local market started positive on AUDUSD bounce before fading as banks rolled over with global trend after ECB confirmed that they would ratchet up QE buying in the...
Mathan Somasundaram
Deep Data Analytics
March 12, 2021 17:39
Equities
March 11, 2021 17:15
Bond market is not buying Central Banks' “Fake it till you make it” strategy
Local market repeated the same cycle as yesterday by starting positive for an hour and then fading through the day but managed to deliver a late recovery to finish...
Mathan Somasundaram
Deep Data Analytics
March 11, 2021 17:15
Equities
March 10, 2021 17:11
“Fake it till you make it” only works in Australia if you have an exit plan or China bailout
Local market started positive for an hour and then rolled over and fell all day to a negative day. Resources and Financials were under the pump while Tech and Health...
Mathan Somasundaram
Deep Data Analytics
March 10, 2021 17:11
Equities
March 09, 2021 17:46
Bubble Now Pain Later is the only strategy but reflation isn’t going away
Local market started strong again on US lead and lost the momentum and faded to finish a positive day. US market was a mixed bag overnight with DOW and RUSSELL up...
Mathan Somasundaram
Deep Data Analytics
March 09, 2021 17:46
Equities
March 08, 2021 17:12
Central banks love repeating failed strategies…get ready to do the twist again!
Local market started strong positive on US lead but lost the momentum and faded to finish a positive day. It was the same old story in recent weeks. Rising USD and...
Mathan Somasundaram
Deep Data Analytics
March 08, 2021 17:12
Equities
March 05, 2021 17:43
In the land of the blind, the one-eyed man is king
Local market recovered from the early bashing to finish negative again as continued bond selloff takes effect. Bond yields are running again and reality check is...
Mathan Somasundaram
Deep Data Analytics
March 05, 2021 17:43
Equities
March 04, 2021 18:07
Return of the bond empire - Yield 2.0
The local market recovered from the early bashing to finish down after the second wave of bond selloff hit US growth stocks. There were not too many places to hide...
Mathan Somasundaram
Deep Data Analytics
March 04, 2021 18:07
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2 ASX mining stocks that could double (or more) in a year
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Why boring stocks can be good investments – and one I like
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This recently triggered market signal has never failed to predict gains
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I sold my CBA to buy these two financials
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