Podcast Archive

Marcus Strategy July 21st 2021 - The bounce back and some ETF Portfolio changes.


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Today we look at the stock market bounce back in the face of the COVID deterioration and ask whether there are mysterious powers at work? We move on from our cautiousness but remain more cautious. Today we make a bunch of changes to the ETF portfolio. A bit of consolidation and a bit of an A$ bet. Plus some selling.  

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