MARCUS STRATEGY - What we gain one day we lose the next. We have broken our duck and bought some stocks. It is a relief to be looking at stocks again instead of debating an "All Cash" stance. There are a few ideas in the STRATEGY piece in the newsletter again today. If you are not a Marcus Today Member you will not be hearing the details of what we are buying in the podcast I'm afraid. We retain that information for paying Members. We have taken the view that the market is going to go sideways to down but within that we need to make money and will do that by focusing on individual stocks and sector themes and going a little bit harder when we get involved than we would if we had an "All in" diversified portfolio. Whilst we do that we will  retain a significant cash holding which means that things will be fairly defensive overall for the moment. Jobs numbers in the US tonight are a risk. The results season is going to make for a very interesting next three weeks. We are going to be looking to get involved after results where appropriate. Far better we buy in possession of the facts than guess what the results are going to be, This is possibly the most dangerous results season in living history.