Marcus Today

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Chaîne • 3 émissions

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Investissement

Investissement

Tous les jours

25/03/2021

Marcus Strategy Thursday 25th March

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Today we look at the Fat Pitch approach to investment - patience is a luxury that you have as an investor but not as a Baseball Batsman. The senses are tingling about a slowdown in recovery assumptions and the possible top in interest rates, and we look at the difference that a week makes when it comes to buying at the bottom of the market. The ASX 200 may be up 51.59% from the pandemic low, but if you missed that low by a week it is up half that much.

25/03/2021

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11 min
16/02/2021

Marcus Strategy Tuesday 16th February 2021

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST We are chasing the results around this week and today - Good ones from BHP and OK ones from NAB. Some of the pandemic beneficiaries getting a bashing on results (ADH, RBL, DHG, ARB). Better to travel than arrive it seems. CBA ex-dividend today. Some bears on iron ore. Sweating on some of the travel stocks announcing results tomorrow (WEB, CTD). Today we look at "WAVES OF CHANGE" - how to catch them in the stock market and why we bought Z1P's wave which has seen the stock double in 3 months - Science or Luck?

16/02/2021

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18 min
25/01/2022

SPI PODCAST - Tuesday 25th January 2022 - Strategy Portfolios Ideas

We look at the unprecedented volatility overnight as the market runs scared of the Russians invading the Ukraine and the FOMC raising rates on Thursday. A higher than expected Australian inflation number this morning hasn't helped. We discuss whether we should be buying or selling and the reasons to be miserable or cheerful. Is this correction 'normal' or 'precipitous' is the question and we have a stab at answering that. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.

25/01/2022

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16 min
13/10/2020

Marcus Strategy Tuesday 13th October 2020

Our market is up 7% in seven days and at a 7 month high - highest since the March low - find out why we are rallying - all sorts of reasons today. The US rally was all FAANGs last night. We talk about the rather positive reaction to the Telstra and CBA AGMs today, the stocks exposed to the tide of money flowing from big fund managers into wealth management platforms, the drop in coal and one stock we bought recently that seems to be on the rise.

13/10/2020

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12 min
29/07/2021

Marcus Strategy July 29th 2021 - The Fed. Smart money. Iron ore research.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST The FOMC keep the bull market settings on maximum plus. Good for Technology not so great for Banks. The RIO results reaction - but what would brokers know about target prices if they don't know what the iron ore price is going to be. What "Smart Money" is and the advantages of managing "Small "Money".

29/07/2021

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11 min
12/01/2022

SPI PODCAST - Wednesday 12th January - Strategy Portfolios Ideas

A couple of new trading ideas today as we join JP Morgan in saying the recent tech sell-off has been overdone. We also look at debt, how it changes management and which companies will be disadvantaged by higher interest rates if and when we get them. We also talk POS and the Machiavellian plot , discuss a few themes in the portfolios, and are on guard for the US CPI number tonight which is central to the interest rate debate. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.

12/01/2022

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16 min
02/02/2021

Marcus Strategy Tuesday 2nd February 2020

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST A good day in the market today with pandemic-beneficiaries including online retail, motor stocks, BNPL and technology stocks making up for lost time after the wobble last week. We worry about the results season today and wonder if we are taking too much risk holding the recovery stocks, AKA "the pandemic victims" ahead of results which could be reporting on the worst six months in years. We also talk about the short squeeze fiasco which has spread into silver with #silversqueeze trending on Twitter. Whilst we rubbish them, some of those little traders in the US are now sitting on millions. They always raise up the winners to get you into the casino. No mention of the losers. Not much on the technical front to go on today. The quiet bull market continues for now.

02/02/2021

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15 min
16/12/2020

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.

16/12/2020

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14 min
07/10/2021

Marcus Strategy Thursday October 7th - Debt Ceiling relief. Energy prices top out. Market risk reduced. Banks coming up to dividends.

If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations. Today we look at the reduced market risk after the debt ceiling deal overnight. We also look at the energy prices which have topped out dramatically as Russia offers to open up the LNG gas pipeline. If you’re going to buy banks for dividends now is the time to look at ANZ, WBC, NAB. A happy-go-lucky day today. Major market concerns seem to be fading. China starts trading again tomorrow (Evergrande may come back on). US jobs numbers the focus on Friday.

07/10/2021

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13 min
26/11/2020

Marcus Strategy Friday November 27th 2020

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Bit of a ho-hum day with Wall St closed overnight and not much else going on. Today we note the profit taking in some recovery sectors yesterday after a great rally and wonder whether it is time to take some profits ourselves. We sold RMD and ASX yesterday and have done some numbers on the Travel sector and it has to be said - some stocks are anticipating a lot of recovery potential before it has happened. We have declared ourselves "biased to selling". We list a few positives and negatives and have the usual list of Technical Observations. Early lunch day.

26/11/2020

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11 min

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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Meilleures émissions

Marcus Strategy Thursday 25th March

Marcus Strategy Tuesday 16th February 2021

SPI PODCAST - Tuesday 25th January 2022 - Strategy Portfolios Ideas

Marcus Strategy Tuesday 13th October 2020

Marcus Strategy July 29th 2021 - The Fed. Smart money. Iron ore research.

SPI PODCAST - Wednesday 12th January - Strategy Portfolios Ideas

Marcus Strategy Tuesday 2nd February 2020

Marcus Strategy Wednesday 16th December 2020

Marcus Strategy Thursday October 7th - Debt Ceiling relief. Energy prices top out. Market risk reduced. Banks coming up to dividends.

Marcus Strategy Friday November 27th 2020

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