Podcast Archive

Marcus Strategy Wednesday October 27th - Lithium short seller. WOW and A2M flop. Evergrande rolls.


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 Crown M&A possible. Brokers like RWC. Short seller targets VUL. WOW sales numbers disappoint - their most challenging quarter ever and is a pandemic beneficiaries it’s not a good reopening trade. Brokers opinions subdued about a stock trading at a PE 50% higher than it was pre-pandemic. Evergrande situation rolls on. A2M down 10% on sales numbers taking the rest of the infant formula stocks with it. Elon musk worth more than Exxon. Inflation numbers at 11:30 AM. RBA next week. FOMC next week. ANZ results tomorrow. Macquarie results Friday. Bank of Queensland ex dividend tomorrow. Busy US results calendar this week and next. Most shorted stocks section in the newsletter today.

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