US employment growth moderates, buying the Fed and growth investors more time
The March non-farm payrolls release confirmed that employment in the United States continues to expand but at a more moderate pace over the past...
471 Views
De Grey Mining (DEG AU): 16th April Scheme Vote
16th April Scheme Meeting. Implementation on the 5th May. The IE says fair & reasonable. Trading tight at ~1.9%. IF you can get borrow cheaply on...
597 Views
Northern Star’s A$5bn Tilt for De Grey (DEG AU)
Terms are fair. The implied Offer price for De Grey is a lifetime high. If you can take down borrow cheaply on Northern Star, do so. Expect the...
649 Views
Quiddity ASX Mar 24 Index Rebal: Many High-Impact Names
On average, the ADDs have 11x ADV to buy and DELs have 8x ADV to sell. The ADDs could outperform the DELs over the next two weeks.
654 Views
Quiddity Leaderboard ASX Mar 24: Allkem, Newmont, Costa, and Many More
I see 20+ ADDs/DELs in total across ASX 20, 50, 100, 200, and 300 in the run up to the March 2024 rebalance. Many names have multiple number of...
856 Views