Marcus Strategy Thursday October 14th - How to time the BHP bottom. Dogs Bark in infant formula.


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Lots of interesting little things going on today. Two major messages include the link between BHP in Evergrande which could help us time the bottom on iron ore stocks in particular. The dogs are barking in the infant formula. Technical and sentimental bottoms on A2M, SM1, BUB as talk of approval for a Chinese Covid 19 vaccine which will allow students back into Australia and the daigous to restart operations. A good deal for S32 sees buyers. Everyone’s a buyer of Bank of Queensland after it fell 4% on results yesterday. The SMA platform sector is booming as Netwealth jumps on record FUM numbers. Plus the usual macro mumbo-jumbo on jobs and interest rates.
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