china trade numbers(lower surplus) and AUD up a touch. Media all doom and gloom, EXPECT A BOUNCE IN MY OPINION. Marcus Paddley in 100% cash except for Fosters in one portfolio because 6% unrisked in the bank makes for good nights sleep. Apparently markets could collapse at any minute? and i though after this reporting season and companies balance sheets that 4000 points is a collapsed price?
markets irrational longer than you can remain solvent yadda yadda