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4月2日

End of Day Report – Thursday 2 April: Trump speech turns market | Oil soars, resources fall

Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

4月2日

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12分
2021/06/16

Marcus Strategy - Wednesday 16th June 2021

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Today we talk about "The Ones that Got away" - I've left about $15m on the table in the last few years, stocks I should never had sold. If only I'd done nothing, instead I fiddled, too clever by half. We also look at the next Paladin. Paladin turned $10,000 into $13,500,000 between April 2003 and April 2007. In four years. One of the stock market's biggest returns in history and one of the fastest. We also look at STRATEGY - no change today and a couple of stocks that are hitting record highs and are now well above the average broker target price.

2021/06/16

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14分
2020/12/16

Marcus Strategy Wednesday 16th December 2020

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST A good lead from Wall St and the recovery is back on. Travel flying, banks strong and vaccine roll-out going smoothly. Even hints of a stimulus bill...about time. 2021 is shaping up to be a year of recovery absent the political volatility and unpredictability. Today we look at whether BHP, RIO and FMG are expensive and debate whether to respond to recent short term sell signals. We have the usual technical observations. ANZ paid its dividend today to coincide with its AGM which suggested they haven't lost a dollar in defaults because of COVID and have therefore over-provided which may mean share buybacks from all the banks next year. Westpac pays its dividend on Friday. NAB AGM on Friday.

2020/12/16

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14分
2020/08/13

Marcus Strategy Thursday August 13th 2020

A results roller-coaster today as some stocks fly and AGL and Telstra die. The Futures were up 42 and we're down 42. Banks fold as the CBA results reaction from yesterday is muted at best. A day to forget. Meanwhile we deliver the new presentation the MT portfolios in the STRATEGY section today - hopefully you'll see these as a huge leap in transparency. Meanwhile we discuss the Northern hemisphere moving on from the virus and the risk that the Southern hemisphere islands of Australia and NZ, who are trying to defend zero cases, are putting us at odds with the rest of the World. The zero cases target is noble, but is it realistic if the rest of the World won't play ball. Is it unrealistic ambition, or, if Winter arrives in the North and it all blows up again, a stroke of prudent genius. Who knows. Meanwhile the US moves its focus to the US election, bond yields continue to hint at an economic bottom, and the results season makes it clear that this is a month of heightened risk.

2020/08/13

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12分
2020/05/26

Marcus Strategy Tuesday 26th May 2020

The "Recovery Trade" is on. Our market up 118 yesterday with recovery sectors like Travel, Leisure, Tourism, Energy and REITs leading the way. Even banks put in a show. And it continues this morning with the US and UK markets shut but the German market up 2.9% with travel and leisure in the lead in Europe as well as they consider lifting European travel restrictions/flights by the end of June. Our market up 90 at midday ahead of what is expected to be an Economic arousal speech by Morrison at 12:30pm. Today, as an added extra, we talk about some of the lessons that we have learned running a fund over the last few years and how they have led to our outperformance in this episode. The Marcus Today SMA is as high as its ever been and is up over 3% since the COVID-19 sell-off hit whilst the market is down over 20%.

2020/05/26

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12分
2020/10/29

Marcus Strategy Thursday October 29th 2020

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Collins Class Rule anyone - Find out today what we are doing about a 3-4% falls in the US and European markets overnight. We look at why the markets are worried, whether it matters, and what you should be doing about it. We also include what we are doing in our portfolios and it might surprise you. Time to turn of the screens and come back when the market hits the bottom of the trading range at 5750 which is our "Break or Bounce" moment. Looks like you have a few weeks standing back by which time the US election will hopefully be over and we have more confidence in a coronavirus vaccine. Dow Futures up 200 at the moment. An interesting week ahead.

2020/10/29

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18分
2020/06/29

Marcus Strategy Monday 29th June 2020

The market down over 100 first thing this morning. Volatility is elevated. The headlines are deteriorating. No reasons to step off the shore and set sail yet. Today we highlight a defensive portfolio - a list of stocks that will outperform in a falling market, although we have no interest in losing money more slowly. We also look at the ASX 200 chart and note that we would need another 150 point fall to break resistance. The S&P 500 chart shows the start a new downtrend. All this could deteriorate or recover in a blink with a vaccine or with re-lockdowns - its a bipolar market. Not safe yet. Happy to be sitting it out.

2020/06/29

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12分
2020/10/15

Marcus Strategy Thursday October 15th 2020

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Today we publish the re-built Income Portfolio. We have effectively gone fully invested (almost) and today you can see a collection of stocks that is managed by us daily, most of which have a gross yield above 5.5% and which should provide a low volatility portfolio have beats fixed interest and provides an equity market upside option. We look today at a few research reactions to a number of stocks after recent results and AGMs and discuss Z1P - do you buy into the faith, or the fundamentals? We also include the usual Technical observations with a couple of stocks in there we will look to top up on (Pyramid in).

2020/10/15

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12分
2020/06/26

Marcus Strategy Friday 26th June 2020

We thought as we went to be last night with the futures down a few hundred points and our market down 2.5% and closing on its lows that we could have woken up to another precipitous drop. It didn't happen. Market marked up this morning and now not a lot happening. Lots of stuff in the Strategy section today - a lesson in charts - a debate about the second wave not affecting the market and a few other topical points of interest. We also have an article in the newsletter today called THE BIG END OF TOWN about the big industry and Super funds. If you have your money in one or are thinking of giving up shares and letting them do it for you, you need to read this.

2020/06/26

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12分
2022/06/27

THE MARCUS TODAY MORNING MEETING – Monday 27th June

Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.

2022/06/27

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14分

The team from Marcus Today presents these podcasts to educate, entertain and inform Australian retail investors. For more detailed analysis and opinion pieces from Marcus Padley, Henry, Jennings and the rest of the team, you can subscribe to the daily stock market newsletter (a FREE 14-day trial is available).

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Marcus Today

トップ番組

End of Day Report – Thursday 2 April: Trump speech turns market | Oil soars, resources fall

Marcus Strategy - Wednesday 16th June 2021

Marcus Strategy Wednesday 16th December 2020

Marcus Strategy Thursday August 13th 2020

Marcus Strategy Tuesday 26th May 2020

Marcus Strategy Thursday October 29th 2020

Marcus Strategy Monday 29th June 2020

Marcus Strategy Thursday October 15th 2020

Marcus Strategy Friday 26th June 2020

THE MARCUS TODAY MORNING MEETING – Monday 27th June

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