Podcast Archive

Marcus Strategy Thursday February 11th 2021


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Some predictably dull bank research following the CBA results yesterday. Looks like the sector may have done its dash for the moment. A few more results out today, with disappearing dividends the theme of the day for some perpetual poor performers. The iron ore price keeps pushing higher. Today we have a piece on “Great Correlations” – explaining why there is little point analysing the company fundamentals or analyst target prices on resources stocks because they quite simply move when the underlying commodity prices move. Makes for a fabulous trading sector. The charts need to be seen to be believed. 

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