The Savvy Yabby Report

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Unboxing our KISS portfolio: IOZ+IOO
In the last stack, I mentioned a few options for ASX-focused investors to build their core equity portfolio using ETF product. Here we unbox the actual…
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The Savvy Yabby Report
2
Going global with ETF product
In this stack, we look at ASX listed Exchange Traded Product (ETP) and a short list of equity ETFs that can be used to build non-Australian exposure via…
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The Savvy Yabby Report
The World According to Jevons
This is the best of times and the worst of times. We have an insane global political class intent on zero-sum games to destroy living standards. Then we…
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The Savvy Yabby Report

November 2024

Oreshnik: Why the missile type matters
Since the Russian launch of the Oreshnik missile in an attack on an underground missile factory in Dnipro, Ukraine, there has been much commentary. The…
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The Savvy Yabby Report
1
Best ideas focus: Walmart
I get out of hospital Monday! Yay! Let's celebrate with the first of a new series of single stock ideas where we pick up a Yabby favored name and get…
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The Savvy Yabby Report
1
USA: Post-Election Changes in Sentiment
It can be useful to see what changes the market impounded over the post-election trading session. We look at the 3-day changes from 5-Nov-24 through…
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The Savvy Yabby Report
2

October 2024

Gold and the BRICS
This gold market continues to surprise on the upside. We think dedollarization will proceed very slowly but is likely already supporting the gold…
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The Savvy Yabby Report
4
Mineral Resources fails Confidence Test
Three weeks ago, I published a note on the iron ore sector, pointing out a looming test of confidence for Fortescue XASX: FMG and Mineral resources…
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The Savvy Yabby Report
Geopolitical risks are rising
The situation in the Middle East is becoming more problematic by the week. There is no reason to panic, but a few well-chosen portfolio hedges may make…
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The Savvy Yabby Report
3
Key test of confidence for FMG and MIN
The transition from a bear market to a bull market is not always smooth. In this stack, I dissect a divergence in sentiment between iron ore majors.
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The Savvy Yabby Report

September 2024

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