SPI PODCAST - Wednesday November 17th 2021 - Strategy. Portfolios. Ideas.

9:23
 
Del
 

Manage episode 307318281 series 2695877
Av Marcus Today oppdaget av Player FM og vårt samfunn — opphavsrett er eid av utgiveren, ikke Plaer FM, og lyd streames direkte fra deres servere. Trykk på Abonner knappen for å spore oppdateringer i Player FM, eller lim inn feed URLen til andre podcast apper.

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.

695 episoder