Podcast Archive

Marcus Strategy Thursday July 2nd 2020


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Similar sort of headlines today - We discussed what to do if the market goes nowhere - would we go "All in" again or stay out. the decision is that if we knew we would go nowhere for a year we would play selected sectors and stocks and remain with high cash levels. There is no point getting more fully invested until a convicted uptrend develops. We include today a list of positive and negatives, the market charts, an article about broker research (or is it marketing material), a comment on Central Bank policy and a look at ETFs and how they support the bigger stocks. Summary - still in cash in our funds. 

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Podcast ArchiveBy Marcus Today


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