398 episodes

Daily Market CommentaryDisclaimer: The information contained in these podcasts is general in nature. It does not take into account your personal financial situation, needs or objectives. Nor does it take into account the financial needs of any specific person. You should consider your own personal financial situation and needs or seek financial advice before making any decisions based on this information.

Marcus Today Marcus Padley

    • Business
    • 5.0 • 1 Rating

Daily Market CommentaryDisclaimer: The information contained in these podcasts is general in nature. It does not take into account your personal financial situation, needs or objectives. Nor does it take into account the financial needs of any specific person. You should consider your own personal financial situation and needs or seek financial advice before making any decisions based on this information.

    Marcus Today End of Day Report -Friday 11th June

    Marcus Today End of Day Report -Friday 11th June

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    ASX 200 closes the day up 10 points to 7312 in a lacklustre week for a gain of just 17 points. Gold miners the superstars today with solid rises across the board, NCM up 3% and NST up 4.45%. Banks slightly on the nose  as bond yields under pressure. The Big Bank Basket falling to $182.36. Tech had a good day as APT rallied another 3.7% and the All Tech Index up 1.1%. Iron ore miners solid following Macquarie upgrading iron ore price forecasts. European markets looking slightly firmer at the open. G7 meeting and friends this weekend.

    • 11 min
    On the Desk Talking Finding an Edge, Our Inflation Obsession, and International Investment

    On the Desk Talking Finding an Edge, Our Inflation Obsession, and International Investment

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    What approach gives you more of an edge? Bottom-up or top-down? This week on the desk the boys discuss this, whether investing in Australia is limiting your options, and unpack our alarmist obsession with inflation. 

    • 20 min
    Marcus Today End of Day Report -Thursday 10th June

    Marcus Today End of Day Report -Thursday 10th June

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    ASX 200 closes up 32 to 7302. Dow futures up slightly and European markets opening slightly higher. Banks once again solid with the Big Bank Basket up to $183.75. IRE saw strong buying following an AFR suggestion that a broker was in the market looking for stock. The stock closed up over 16%. Industrials firmed with CSL up 0.4%, GMG up 2.3% and XRO up 3% with the All Tech Index up nearly 2%. Miners flat with BHP down 0.8%.

    • 11 min
    Marcus Today Podcast Thursday 10th June

    Marcus Today Podcast Thursday 10th June

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    A bit eventless today ahead of the CPI number in the US tonight which could (but probably won't) set the next trend for the market. FOMC Meeting next week. RMD having a good day on positive company vibes. Today we do some basic technical analysis training and highlight some of the weaknesses and strengths of technical reliance. Then we "Go down the Rabbit Hole" looking at a top 20, moving onto the holdings of one of the respected fund managers in that top 20, and then looking at the stocks they are buying and selling - ideas everywhere. You can do that all day every day. 

    • 9 min
    Marcus Today End of Day Report -Wednesday 9th June

    Marcus Today End of Day Report -Wednesday 9th June

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    ASX 200 ends a sloppy day on lows down 22 points at 7270 after a positive start was ambushed by Chinese PPI and consumer sentiment. The Big Bank Basket slid back to $182.92 and industrials fell with BKW firing up and building a 11.3% gain on its local and US outlook. ALU slipped 7.5% on bid concerns and the All Tech Index fell 0.6%. Miners firm on coal and iron ore prices but gold miners off slightly. 

    • 9 min
    Marcus Today Podcast Wednesday 9th June

    Marcus Today Podcast Wednesday 9th June

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    The market lost 50 points this morning after the Chinese CPI number. The market on tenterhooks waiting for the US CPI number on Friday morning our time - it could top or pop us. More risk than reward.  We talk today about Winners and Losers and the similarities between Gambling and Investing. We have a bit of a warning about the ONE STOCK PORTFOLIO idea. Macquarie likes Lithium. They also like some mid-small gold stocks. Henry buys a stock the day before a technical buy signal today. We consider an algorithm to distill his technical genius. 

    • 12 min

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