Podcast Archive

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A standard rally day. Travel flying on Pfizer. a vaccine passport idea and the abandonment of CVOID zero targets at the Federal level. Resources recovering. BHP ex-dividend next week. Chinese stocks bouncing. Results everywhere. WTC up 40% on results. LOV up 22%. Today we look at the Signs of the Top again and add a few more. We also look at how "Normal is Great" but only when in a boom. Spring is almost here. Paris was Liberated on this day. 

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Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

ASX 200 once again higher with a 13-point gain to 7505 (0.2%). Miners and energy stocks driving the market higher as banks and industrial defensive saw profit taking. The Big Bank Basket unchanged with insurers and other financials holding firm. Big miners rose with BHP up 1.0%, FMG and RIO all in the green. Gold miners too doing well, Energy shares fueled up and off, STO up 3.2% and WPL up 3.2%. Healthcare soggy as RMD came under some pressure, down 3.0% and WES, WOW and COL all fell hard. Travel stocks doing well despite numbers tracking higher.  Results again dominated with MND down 14.4% on staffing and cost issues, KGN smashed 15.8% on inventory issues, ANN fell foul, down 9.2% as CV19 bites and BLD canned its dividend and rocked 5.6% lower. On the positive side NAN had a good second half and rose 22.0%, UWL did well up 8.4% and HUB proved platform power rules, up 7.4%. 

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This week Ben, Chris, and Tom pick out a "Buy" and a "Sell" from the results season so far and discuss their bogey stocks - The ones they can’t seem to get right. 

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We have recovered 50 points from last week's 150 point loss. Firming up. We look at whether BHP is a gift horse at this price for income investors. TLS ex-dividend tomorrow. A$ and the 10-year bond yield tell a story of economic pessimism. We look at the US market which has blown the top off its trading range, compare Australia and ask, what could be important and shocking enough to cause a correction. 

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

ASX 200 rallies 29 points to 7490 (0.3%) as a few bargain hunters appear despite NSW hitting high case numbers again. A bit of a mixed session with results and research in focus, NHF fell 11.0% after its CV19 affected results, GEM too in the doghouse on occupancy worries, down 5.7%, ALD bid for ZEL and dropped 4.8% whilst PGL rallied 14.6% on its numbers. Banks were better with the Big Bank Basket at $181.66 with iron ore miners continuing to see sellers, FMG down 4.3% and RIO off 0.5%. Base metal miners fared slightly better, S32 up 2.2% and PLS up 11.4% leading the lithium charge. Industrials were mixed with tech showing gains led by APT up 2.7%.

European Futures opening firmer. Dow futures up 150 points.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

ASX 200 falls 4 points to 7461 as early gains evaporate in the face of increasing lock downs and CV19 cases. Resources tried hard to hold up despite iron ore falls but succumbed in the end with BHP falling 0.7% and MIN off 2.4%. Rare earths took a battering as LYC fell 6.9%, Malaysian political issues not helping, lithium stocks were depressed, PLS down 5.6%, ORE now merged dropped 5.7%. Energy stocks also on the nose. Banks turned slightly negative with the Big Bank Basket down to $180.75 and MQG off 0.9%. Healthcare and defensives were slightly better, WOW, COL and GMG standouts. Results and reactions again in focus, TWE did well following good broker commentary, good results from ING up 4.6% though COH fell 7.4% despite good numbers.

European markets opening flat.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.

Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.