Podcast Archive

Marcus Strategy Thursday July 16th 2020


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I waited for the Chinese GDP number before doing the podcast - I thought it might 'pop' the resources sector. Its a good number but the resources sector is unimpressed as is the A$. And the market is going down not up and the Dow Futures are down over 100. So it hasn't set the world alight. We talk today about vaccine 'hopes' not being enough, we need vaccine 'evidence'. The market wants to believe but methinks, it "believeth too much" perhaps. We are putting together a list of safe income stocks for our income SMA ahead of the results season, more of that over the next couple of weeks. We link as well to a couple of interesting articles, two from clever men who remain cautious and one on the beneficiaries of a p[pandemic affected world. Interesting themes. 

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