Podcast Archive

Marcus Strategy Wednesday 3rd March 2020


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A standard day in the market - nothing to disturb the cash versus equities equation. We have started a holding in APT after its 28% fall over the capital raising and on the interest rate fears. If it behaves we'll add to it. BHP and RIO go ex-dividend tomorrow. Strong day for resources and gold. FMG a star stock today. The RBA didn't say much yesterday - didn't bother pouring cold water on the interest rate fears, which is as good a way of saying "Don't worry" anyway. Today we look at the "Signs" at the top of a market and reminisce over the GFC with some anecdotes that in hindsight made it pretty clear that the top was "In". 

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