Stocks | ETFs | Funds | SMSFs Unleash the investor within. #Onwards
Sydney, Australia
Joined February 2017
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Stoked you could join us @ASX__Trader
Pretty cool seeing this pop up as a notification from @hellostake.
I was recently featured in Stake’s “What I’m Trading” series, where I got to share a bit more of the story behind how I ended up in markets.
We covered everything from how fantasy sports originally pushed me towards a data-driven approach to investing, to my early mistakes in crypto, the lessons those mistakes taught me, how being a teacher shaped the way I analyse markets, and eventually how Mastering the Markets came about.
We also got into what I’m watching right now, particularly commodities and energy, and why I think understanding the bigger market cycle matters so much.
One thing I really enjoyed about this was that it wasn’t just about winning trades.
Some of the biggest lessons I've learned came from getting things completely wrong.
Markets have taught me a lot over the years, but probably the biggest lesson is this:
Don’t outsource your decision-making.
Learn how to read the evidence, build your own process and make your own decisions.
That’s ultimately what I love teaching today.
Thanks to the team at Stake for featuring my story and apparently sending me into everyone’s notifications.
You can read the full story in the comments.
Here we go again...
The RBA has raised the cash rate by 25 basis points to 4.60%. In case you were wondering, that's its highest level in 15 years.
Tomorrow we get a read on inflation and a glimpse at whether there's more to come. The CPI was 3.5% in July and our central bank wants it at 2-3%.
Can $PLS.AX ride the new lithium cycle?
We put PLS Group under the spotlight ⬇️
hellostake.com/au/blog/under…
Hi @ewyoma1, Jack from Stake here. Fractional investing is available on Stake Wall St and that includes ETFs. One thing to keep in mind is fractional orders can only be traded as Market or Stop orders, not Limit. Our Support team is always available for any other questions via the Stake platform.
Another week, another set of monster earnings. The stories impacting your portfolio this week 📈👀
1. Nvidia $NVDA reports on Wednesday, giving investors a read on the health of the AI sector. Analysts expect Q2 revenue of US92.1B and EPS of US$2.09.
2. Several other major U.S. firms are also reporting this week. CrowdStrike $CRWD, Salesforce $CRM and Agilent $A report on Wednesday, while Marvell $MRVL reports on Thursday.
3. Global bond yields surged last week, pushing the 30-year U.S. Treasury yield to its highest level since 2007 and adding pressure to stocks and borrowing costs.
4. ASX reporting season continues, with Woodside Energy $WDS.AX, Coles $COL.AX, Woolworths $WOW.AX, WiseTech $WTC.AX, Scentre Group $SCE.AX and DroneShield $DRO.AX reporting this week.
5. We’ll also get a read on the health of the U.S. economy, with July’s personal consumption expenditures (PCE) report out Wednesday. It’s the Fed’s preferred inflation measure these days.
Hi @alisterberkeley, James from Stake here. Thanks for bringing this to my attention. I'd like to look into the withdrawal concerns you’ve raised and understand what’s happened. Could you please send us a DM with the client’s details and any relevant information? We’ll take it from there.
The stories impacting your portfolio this week 📈
1. Another week of U.S. earnings ahead. Home Depot ( $HD ) reports on Tuesday, followed by Analog Devices ( $ADI ) on Wednesday and Walmart ( $WMT ) and Alibaba ( $BABA ) on Thursday.
2. Oil is climbing as shipping through the Strait of Hormuz slowed over the weekend as tanker attacks continued. It follows Donald Trump's threat to declare the Strait a U.S. territory on Friday.
3. China’s data dump. Retail sales, industrial production, fixed-asset investment, house prices and FDI data arrive today. These give a useful health check on the world's second biggest economy.
4. ASX reporting season continues, with CSL ( $CSL.AX ), BHP ( $BHP.AX ), JB Hi-Fi ( $JBH.AX ), a2Milk( $A2.AX ), NAB ( $NAB.AX ), BlueScopeSteel ( $BSL.AX ) and Lendlease ( $LLC.AX ) reporting this week.
5. U.S. Fed minutes. The Fed held rates in July, but three policymakers voted in favour of a hike. Investors will be looking for how divided the committee really is in minutes released Wednesday.
Nebius $NBIS rallies 34% after crushing Q2 earnings.
Revenue: US$582M (+454% YoY)
EPS: -US$0.12 (beat analyst estimates of -US$0.82)
Adjusted EBITDA: turned positive at US$236.2M (up from a US$21.0M loss a year earlier)
ARR: US$3B as of end of June
“We could sell our entire 2027 capacity on these terms today. We are deliberately not doing so because we see higher value in retaining some capacity for immediate customer needs,” CEO Arkady Volozh.
Hi @LPearson78793, Jack from Stake here. Sorry to hear about your experience. Everything's running as normal on our end, but I'm happy to look into it further. Reach out to our Support team in the app with the order details, and I'll get onto it with priority.
Name this stock 👀
It started as a glitch in the Race'n'Chase game that made the police try to ram the player's car off the road.
Game developers turned the bug into one of the most popular video game franchises of all time. The series has made US$10.38B for the company behind it, and in Q4, it reported US$1.68B in revenue.
Here's what's impacting your portfolio this week 📈:
1. Oil prices have fallen more than 5% Monday after U.S. President Donald Trump paused strikes on Iran over the weekend. Tehran has also halted retaliatory attacks in response.
2. Fresh tariffs: Australia has been hit with a new tariff of 12.5% on exports to the U.S. The tariffs, which came into force last Friday, impact 60 trading partners, including the EU and China.
3. U.S. earnings: Tech giants Apple ($AAPL), Amazon ($AMZN), Microsoft ($MSFT) and Meta ($META) deliver results this week. Visa ($V) and Coca-Cola ($KO) also report company earnings.
4. Fed meeting: The U.S. Federal Reserve will meet this week to decide whether to raise interest rates. Markets are pricing in a 70% chance that rates will remain steady.
5. Australia's CPI: Australia's core inflation data for June will be released this Wednesday. In the 12 months to May, the CPI rose 4.0%, with the biggest contributors housing, food and transport.
Hi @Womenspower167, Jack from Stake here. Apologies for the experience you have had so far. I want to get it sorted for you. If you could please reply with your ticket reference number, I'll follow up on it straight away.
Hi @Womenspower167, Jack from Stake here. Sorry to hear the charts aren't loading. Give the app a force close and reopen first and if that doesn't sort it, get in touch with our Support team at hellostake.com and we'll take a look for you.
Hi @Womenspower167, sorry to hear you're dealing with this. If you can reach out to our Support team at hellostake.com, we'll take a closer look into it for you
Hi @Womenspower167, Jack from Stake here. Apologies for the experience you've had. If you could please reach out to our Support team via our website (hellostake.com), we'll be able to further assist you.
The big stories impacting your portfolio this week 📈:
1. Middle East conflict: Brent crude oil prices rose above US$90/barrel on Monday as conflict escalated in the Middle East and US forces conducted new strikes against Iran over the weekend.
2. Semiconductor rout: The PHLX Semiconductor Sector is now in a bear market, having fallen more than 20% from the June peak.
3. Wall St earnings: Alphabet ($GOOGL), Tesla ($TSLA) and $IBM and $INTC are reporting earnings this week 👀
4. ECB meeting: The European Central Bank meets on Thursday. It's expected to hold rates steady, but investors will be listening for signals that another increase could come in September.
5. Global economic data: Flash manufacturing and services PMIs for the U.S., Europe and the U.K. arrive on Friday, providing an early read on business activity as higher oil prices renew inflation concerns.