Articles
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2 weeks ago |
livewiremarkets.com | Marcus Padley
Spooked by the bond market, Trump has walked back Liberation DayWhat's happened? Trump's post on Truth SocialTrump blinked overnight - pausing Tariffs for 90 days on all countries except China. Raised tariffs on China from 104% to 125%. The White House is isolating China. Very dangerous. Keeping a 10% tariff in place for all (?) countries. Sector-specific tariffs (steel, aluminium, autos) are still in place by the looks of it.
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2 weeks ago |
livewiremarkets.com | Marcus Padley
THOUGHTS SO FAR - THIS MAY CHANGE - BIG MORNING Faced with global financial instability - Captain Chaos...blinkedWhat's happened? Trump blinked - pausing Tariffs for 90 days on all countries except China. S&P 500 +9.52%. NASDAQ up 12.16%. Dow Jones up 2952 points (7.87%)Australian SPI Futures up 490 (6.62%). Keeping a 10% tariff in place for all (?) countries. Don't think the sector-specific tariffs (steel, aluminium, autos) are reduced. Still in place.
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2 weeks ago |
livewiremarkets.com | Marcus Padley
First up. Be careful before buying. For a few reasons. Selling breeds selling. This is not something we bounce from quickly. The consequences of this sort of market event will only reveal themselves over time. When markets fall, passive funds start working against us. JPMorgan estimates volatility targeting strategies and leveraged ETFs had $US60 billion of stocks they needed to sell on Friday. We were blaming passive funds for blindly buying the market. Watch them now blindly sell it.
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1 month ago |
marcustoday.com.au | Marcus Padley
Whenever I picked up my phone last week, I kept thinking to myself, “Is this the day?” – I haven’t done that for a year or two. While the NASDAQ is now down over 10% from the top (an official correction—not that that means anything), I can’t see the ingredients for a really precipitous market collapse. That would require something material like a GFC or COVID.
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Oct 24, 2024 |
moneymag.com.au | Marcus Padley |Michelle Baltazar |Ben Nash |Nicola Field
I once gave a talk at the Australian Shareholders' Association (ASA) conference and met a lovely couple who told me they had been offered the opportunity to invest in a 'wholesale' fund where the returns were much better than in a retail fund but they had to put in $500,000. They were nervous but excited at investing with the 'smart money'. I asked them if they knew what a sophisticated investor was and they replied 'no'.
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