Podcast Archive

Marcus Strategy Thursday 6th May 2021


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Lots going on and not much going on. Today we talk about Chicken Little articles that generate "fear for eyeballs" and should be ignored if they can't tell you when the market is going to hell. We also take you on a journey through Reuters looking for small company ideas. A bit of an eye-opener on how you can watch what fund managers are doing and tag along or at least use them to generate your (their) ideas. Otherwise plain vanilla stuff today - Tech on the nose - APT down 5% on the short selling fears which Henry explains in the newsletter today.  NAB results don't impress much but OK. Macquarie results tomorrow (we are heavily overweight) and US Jobs numbers on Friday in focus. RIO "AGM this afternoon. 

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