Marcus Strategy Tuesday October 19th - Iron ore bottom. Coal top. Housing top. New Crypto ETF.


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All a bit quiet. BHP production numbers not well received. A lot of iron ore stocks with buy signals at the moment. Coal price looks like it’s topping out. Goldman Sachs says the housing market is topping out. A new bitcoin ETF starts trading on the US market tonight. Queensland borders to open on December 17 or sooner keeps the reopening trade going. Everyone likes Aristocrat Leisure. A few AGMs, none of them rocking the boat. US results season continues. Quarterly production numbers season continues. AGMs continue this week. The Evergrande situation remains benign, until it doesn’t.

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