Gå frakoblet med Player FM -appen!
SPI PODCAST - Wednesday November 17th 2021 - Strategy. Portfolios. Ideas.
Manage episode 307318281 series 2695877
Routine day. CBA disappoints - like WBC. NIM down and losing home loan market share, presumably to Macquarie. No change to strategy. US$ pops giving resources a dull day. Good for international stocks but not commodity prices. Biden-Xi chat lands well. We've added a new stock to the IDEAS PORTFOLIO. Have also published a WATCHLIST which might interest some of you.
Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
554 episoder
Manage episode 307318281 series 2695877
Routine day. CBA disappoints - like WBC. NIM down and losing home loan market share, presumably to Macquarie. No change to strategy. US$ pops giving resources a dull day. Good for international stocks but not commodity prices. Biden-Xi chat lands well. We've added a new stock to the IDEAS PORTFOLIO. Have also published a WATCHLIST which might interest some of you.
Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
554 episoder
Alle episoder
×Velkommen til Player FM!
Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.