Podcast Archive

Marcus Strategy August 19th 2021 - Iron ore. CSL. BHP. Pandemic re-risk. Results. Office rules. ER.


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Another busy busy day as we try and keep up with results. DMP, CSL, BHP, WPL and PME written up today. We talk about the pandemic risk - rather than get over it we may just be about to run into it again. Tapering talk. Iron ore stocks and what to do - is this the big top or a small top. Doesn't matter, we've gone "Neutral" on RIO and probably will on RIO and FMG after their dividends. Bitcoin. What employers can do about vaccination dodgers and a look at what happened on this day in history. Women got the vote and Butch Cassidy formed the Wild Bunch. 

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