Good response HenriettaInterest rates falls are being factored...

Good response Henrietta

Interest rates falls are being factored in gradually again. Impaired assets will be supported by these interest rate falls in some cases - esp property development, which is one of Suncorps black holes. The Gold Coast ($300m impairments - gulp) could benefit from a lower dollar if resources continue to decline. Look at the total reduction in impaired loans by $229m. That is incredible and will show up in the Full year results as a huge profit increase - when the last half was about $550m approx.

Dollarfast - I think there are probably better shorts out there IMO. Unless you are a superb master of timing.

Sun went up even though the big four went down on Friday. IAG and QBE went down. BOQ went up a tiny bit and BEN rolled into downtrend after a promising first hour.

Does not look like a short to me, although I would have liked to see a higher SP at the close on Friday, you have to allow for the context that they day provided - which was a downtrend day for XFJ stocks overall.

The results and the markets response appear to be in agreement. I like to short - but I like to long too, and this so far looks more like a long to me.