Podcast Archive

Marcus Strategy Friday 6th November 2020


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Waiting for Godot (the election result). Some of the Bookies have closed the books and paid out on Biden. Trump making fraudulent accusations in a press conference dented the market a touch this morning. Recovered. FAANGS now up 10.1% since last Friday. FOMC routine. Lots of stock stuff helping the Growth Portfolio today - AMC upgrade, MQG results, REA numbers, TAH bid spec. Some interesting chart signals (Travel stocks a buy). We added some Z1P to the Growth Portfolio today. Hamish Douglass says a Biden win is a nirvana for (his) stocks. The Wall St Journal says the post election momentum rally has overshot. 

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