Who’s winning stock of the year & Andrew Brown discusses what’s coming
Equity Mates Investing Podcast
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Caterpillar's Caterpulse: A Bold Prediction
The consumer just being kicked to pieces, and obviously it's coming through in earnings revisions in retail. Interest rates are up. Earnings revisions are pretty horrible. So I just don't see the market as being cheap. And the key sectors that drive the index, which is obviously big resources and big banks, I'm kind of excited about either quite frankly. But again, it's individual stocks where I'm quite happy to play the game. We'll run a similar sentiment to Julian McCormack last week. A lot of uncertainty on the horizon from Andrew but, you know, always great to chat to him.
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