Podcast Archive

Marcus Strategy Tuesday 2nd February 2020


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A good day in the market today with pandemic-beneficiaries including online retail, motor stocks, BNPL and technology stocks making up for lost time after the wobble last week. We worry about the results season today and wonder if we are taking too much risk holding the recovery stocks, AKA "the pandemic victims" ahead of results which could be reporting on the worst six months in years. We also talk about the short squeeze fiasco which has spread into silver with #silversqueeze trending on Twitter.  Whilst we rubbish them, some of those little traders in the US are now sitting on millions. They always raise up the winners to get you into the casino. No mention of the losers. Not much on the technical front to go on today. The quiet bull market continues for now. 

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