Podcast Archive

Marcus Strategy Wednesday 31st March 2020


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A solid end to the quarter with the market up 78 at midday - which makes up for the 98 point reversal yesterday. Rates keep going up, the Archegos hedge fund debacle gives us a window on how the market can go wrong in a blink without warning (although we seem to have survived), we look at the bank sector ahead of results and publish the results dates, and we look at the ALL TECH sector, how top heavy it is and how almost every broker target price in the sector is below the current share price and why - there are a few lessons from that. 

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