Podcast Archive

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ASX 200 starts a busy week falling 46 points to 7582. Narrow range again and the market holding up despite obvious CV19 headwinds. Company reports took centre stage. BEN falling 9.9% after results set the stage for the banks with the Big Bank Basket down to $184.78.  Materials also in the sellers’ sights as iron ore eased back, BHP off 1.4%, FMG down 1.9% and RIO down 1.6%. Energy stocks under pressure as WPL and BHP revealed they were in talks and STO slipped 3.3% with BPT results once again disappointing. Industrials were mixed. In corporate news, JBH up 2.5% with both revenue and profit higher. BSL up 0.6%, triples its dividend and launches on-market buyback of $500m. GPT up 3.0%, profit jumps as asset values lift. SYD down 0.7%, rejects a revised 845c offer from Aviation Alliance consortium.

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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 finished the week off in style rising 41 to 7629 (0.5%) despite a rise to a new record in NSW and more areas under lockdown. For the week the index rose around 90 points. Banks continue to drive the market as investors switch from CBA to the other three. The Big Bank Basket closed down at $187.42 as CBA fell 1.8%. Insurers were mixed. MQG out in a good day up 0.8%. Healthcare better led by CSL up 2.4% and RMD up 1.0%. Tech too in demand as APT rose 0.4% and XRO up 0.9%. The All-Tech Index up 0.6%. Industrials solid, results beckon. BBN lost its rattle falling 4.5%. SGR rose 4.8% as a potential winner from CWN losing its crown. 

Dow futures barely changed.

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.

This week Marcus and Henry are on the Couch together talking a few War Stories. Broking in the 80's, Cuppa Soup, smoking, alcohol and no PCs. Research was only just starting and commissions were 1.65% and went up (!) for larger orders.  We talk about the '87 Crash and the best thing to happen to the stock market in the last 40 years and the worst thing. In the end we jump in the DeLorean, fire up the Flux Capacitor and ask what the world is likely to look like in 5 years time. Nothing too serious, an inconsequential filler for those who have got too much time on their hands in lockdown.

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ASX 200 rises 4 to 7588. Late rally saves another record day. Early surge and then enthusiasm lost as CV19 cases and lockdowns continue. All about results and reactions today. QBE surprised to the upside, TLS announced a buyback, AGL showed why the market hates them, NAB trading update ok, but showed issues and APT slips. 

European markets opening cautiously. Asian Markets lower.

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A lot going on today - we cover all the major happenings, pat Henry on the back, give you a warning about how the good times roll and we ask you to provide other Members with your own observations that in hindsight might be"Signs of the Top". 

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 closes at yet another record high of 7584 up 22 points. Banks the focus as CBA delivered and some. CBA rose 1.5% and the Big Bank Basket up to $190.39. Big miners were surprisingly strong despite iron ore falls. Must be the promise of dividends. Lithium stocks remain the flavour of the month with LTR up 8.8% and AXE up 15.8% on news of Chinese patents. 

European markets opening cautious and unchanged. US CPI numbers tonight.

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Record highs all round helped by the CBA's good results and their bigger than expected buyback. Everything you need to know about the buyback is in the STRATEGY piece in the newsletter today.  The CBA is expensive but who's going to sell ahead of the tender process and the massive fully franked dividend?  Similarly trapped are BHP, RIO and FMG shareholders ahead of results and dividends while the iron ore price drops 23%. We look at the charts and ask what we should do.  Plenty of other bits and bobs as usual. including a touch of Cliff Richard.