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19/03/2026

BoE decision HOLD
FTSE down 2.4% at time of writing.
OZ the outlier with 2 RISES in 2026.

19/03/2026

ECB holds rates.
DAX is down 3% at time of writing.
FED sees 1 rate CUT in 2026.

But the war is gonna be like Venuzela, right, right?
13/03/2026

But the war is gonna be like Venuzela, right, right?

Ive never traded this stock, saw it at $483, don't really have anything in common with MCB (Double Bay Jesus), but...Im...
10/03/2026



Ive never traded this stock, saw it at $483, don't really have anything in common with MCB (Double Bay Jesus), but...Im going to dip my Birkenstock Good Friday toes in this week.

Fundamentally, its a buy for me, I dont believe AI will capture this business anytime soon (feel free to disagree with logic).

Technically, there is uncertainty, until $93, on the bull case, but for a quick trade $82 to $100 seems a right amount of risk/reward.

Stop loss just under $75, quite tight for me.

Buying again in the $60s, if this plan fails, all things being equal.

In the Green.A St. Patrick's Day prelude 😁Biggest winners this week in the Big-Cap space.
08/03/2026

In the Green.
A St. Patrick's Day prelude 😁

Biggest winners this week in the Big-Cap space.

Hot Oil prices could be the Minsky Moment of 2026.Diesel is 35% more expensive today in Canberra, than Feb 1 2026.Rememb...
08/03/2026

Hot Oil prices could be the Minsky Moment of 2026.
Diesel is 35% more expensive today in Canberra, than Feb 1 2026.
Remember the inflation when Russia invaded Ukraine?
We had a bear market in 2022 that lasted over 9 months.
Why?
Because inflation in oil leads to inflation in fruit, avocados, etc as transport costs increase around the globe.
This leads to higher interest rates, as workers demand higher wages to keep fuel in the tank, & pay for groceries.
There are only 3 fundamental drivers of share prices, & the last, Earnings per Share would have to grow massively to offset increased interest rates & inflation.
Unless the war finishes abruptly, & I think that unlikely, (Gaza & Ukraine didn't), we are in for a rollercoaster.
Google what happened at Blackrock on Friday to get that Lehman Brothers vibe. Private Credit Funds could be the canary in the coal mine.

SERVO is Ozzie for fuel station or gas station, for our overseas friends.

USAHeres one I don't own, but will soon.An easy 10% to $220, everything after that might take longer, but $250 is on t...
06/03/2026

USA

Heres one I don't own, but will soon.

An easy 10% to $220, everything after that might take longer, but $250 is on the cards later in the year.

Apart from , all these hefty dividends are in play.Some are free money, & some are quicksand, that you can get stuck in...
01/03/2026

Apart from , all these hefty dividends are in play.

Some are free money, & some are quicksand, that you can get stuck in, watching your capital erode.

Some are franked & others unfranked.

I mentioned as one I bought on Friday.

Of the 18, can you pick 3, bonus points for a one sentence explaination of each?

I'll give my 2c on your picks, in a non advisey sort of way 😁

28/02/2026

Glad I bought ASX last week.
Not so confident about non-oil plays on Monday. A Red Sea.

Picked up at $177.01 this morning. Might be a bit early.Probably better to chase commodities, till the fear of magnifi...
28/02/2026

Picked up at $177.01 this morning. Might be a bit early.
Probably better to chase commodities, till the fear of magnificence subsides.

Saw this in a FB group.So u quit your job, first month 95K (5K out).By 6 months 70K & whatever you've made on trading.Ye...
27/02/2026

Saw this in a FB group.
So u quit your job, first month 95K (5K out).
By 6 months 70K & whatever you've made on trading.
Yet there are people saying, if he does this course, 4% a month is entirely possible.
Thats a 60% annual return compounded.
There are no limits on human endevour, says one commentator.

These posts are 2000, 2007 flashbacks, I told the OP. Chances are, you're about to lose.

Am I too old & cynical?

I wouldn't survive the pressure, would you😄?

This is why so many Americans are angry.Working hasn't paid for cost of living in the last 5 years.Capital is being reve...
27/02/2026

This is why so many Americans are angry.
Working hasn't paid for cost of living in the last 5 years.
Capital is being revered at the expense of Labor.
AI might make that worse for workers, if those workers are competing for less jobs.

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