TMS Insights October 2024

2 October 2024

Ben and Jeremy sit down to discuss the performance of the share market over the September quarter. They also touch on the rotation from banks to resources following the recent announcement of China’s stimulus as well as REA Group’s attempted acquisition of Rightmove.

They also discuss the Federal Reserve’s recent 0.50% interest rate cut and the key geopolitical events including the US elections and the escalation of tensions in the middle east.

Stocks discussed: SOL, BKW and REA.

 

General Advice Warning: The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.