SPI PODCAST - Tuesday 23rd November - Strategy, Portfolios, Ideas

Powell back in with a mandate to contain inflation. Rates rise, the US dollar rises and Gold and Technology stocks fall. Hopes for Chinese policy easing boosts iron ore stocks. We may have timed the bottom on that after all. Gold on the nose as inflation war begins. The CBA are telling us mortgage rates are going up and the housing market will peak.  Chinese Tech on the nose again.  Robinhood's shareholders going from rich to poor.  BHP and Woodside sign the deal and the prices pop. Australian Tech having a bad day.


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