Podcast Archive

Marcus Strategy Thursday August 27th 2020


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A few additions to the MT Portfolios this morning as we continue to add holdings and exposure to the recovery theme. All eyes on Jerome Powell tonight. We talk about the Fiscal Cliff being a Fiscal Brick Wall in consumer spending. there is a Webinar recording on "Investment Mistakes" - it takes about an hour. It is full of "Rants". Wouldn't want to bore you. And we talk about the construction cycle and there are some interesting charts with technical signals in the STRATEGY section on the website today. Two more days of results and we can all go back to reading without rushing. 

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