Podcast Archive

Marcus Strategy Thursday 29th April 2021


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The market behaving itself again, up nearly 4% for the month. FOMC meeting predictable, CPI number yesterday lower-than-expected, nothing to concern ourselves with. Today I have extended our lesson in risk and given you tables of the least risky stocks in the top 200 as well as the most risky stocks in the top 200 and the most risky stocks in the All Ordinaries index (top 500). We then look at pandemic beneficiaries. Over the last couple of weeks a number of companies at the pointy end of the pandemic have told us that the boom they experienced won't last forever and their share prices fell over. Today we look at other companies at risk and ask how many bull bars do you need, how many sofas can you sit on, and how much pizza can you eat? Actually, quite a lot says Chris and Henry.

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