Podcast Archive

Marcus Strategy Tuesday 6th October 2020


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A new addition to the growth portfolio and we have topped up on two stocks - all three are domestic recovery rather than growth plays. Trump out of hospital removes some of the uncertainty and pops the market back up. Not a significant market factor. The market is still "holding the line" at the bottom of the trading range but with COVID restrictions tightening in the Northern Hemisphere the market is inching along not charging up. The Budget and the RBA Meeting today hold the focus. Prepare to be stimulated.

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