Podcast Archive

Marcus Strategy Thursday 25th February 2021


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Powell pours cold water on the interest rate fears and the Dow Jones hits a record high allowing us to reverse yesterday's fall. A good day for banks and resources, travel and energy. Some good results for us today (RHC, FLT, QAN), a profit warning for A2M (thank goodness we sold it) and a capital raising for APT. The Reddit short squeeze is back on as Gamestop jumps 104%.  Today we have a look at Investment Philosophy and provide you with a few of our investment beliefs and ask you whether you shouldn't ask yourself the same questions - "What do I believe" and "How do I invest".

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