Deep Yellow offers a strong investment opportunity, poised to benefit from the global surge in nuclear energy demand following COP28’s pledge to triple nuclear capacity by 2050.
The Nasdaq hedge is unlikely to work over the short-term as the thesis of the rate hiking cycle being finished, combined with the 70% occurrence of a “Christmas Rally”
IPD Group, valued at around $330 million, excels in electrical engineering, focusing on data centres, industrial installations, and EV charging infrastructure. After over five decades as a private entity, it went public in 2021, emphasizing its quality commitment and experienced management team, driving success and growth.
Moody’s changed the outlook on the US ratings to Negative. This morning US futures are slightly softer and this gives us an opportunity to short where risk can be managed easily, with a stop just above the recent highs.
Agricultural Earnings Season Update 13/11/2023
At all time highs, we recommend a trim of 1% (one third) of the holding
The Biden administration has flagged $79bl as a point where the US will top up their strategic reserves, we see crude oil here at $77 good value and risk/reward
The Reserve Bank of Australia (RBA) has increased the cash rate target by 25 basis points to 4.35%, alongside a similar increase for the interest rate on Exchange Settlement balances, in response to persistent inflation that, while past its peak, remains too high. After the RBA hike rates by 25 bps on Tuesday, the language was fairly cautious causing the the AUD to sell off against the USD.
With the Fed cooling its hawkish rate talk and the RBA looking likely to hike rates tomorrow, the AUD should benefit
After much higher than expected sales results, we recommend a trim of 1% (one quarter) of the holding
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