Podcast Archive

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ASX 200 closes up only 8 points at 7511 in another record day. Quiet lacklustre trading though with the banking sector in focus . Industrials and healthcare also doing well but some cooling in the BNPL sector as APT fell 1.1% and Z1P down 2.1%. The All Tech Index closed unchanged. NCK doubled profit but warned of lockdown issues in July. NSW cases surge and further NSW restrictions and Melbourne joins the party with a snap lockdown.

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Robinhood shares double in a week - we look at the difference between sentiment and fundamentals and why you need not beat yourself up when you miss the short term pops or get caught by the short term drops. Otherwise, we're treading water, NCK results were good, it's quadrupled and it's still cheap. Macquarie says BUY on REA two days before the results. We'll find out what they know when the results come out. CSL looks dull. Lots of other stuff. 

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 closes up 25 to 7503. Mixed session on low volumes and a narrow trading range. Big miners in the spotlight on capital management hopes and a bottom in iron ore, plus lithium stocks continuing to push higher. PLS up 4.6% and ORE up 0.7%. VUL a stand out up 15.9% after being assigned a zero carbon rating, in theory at least. 

Asian market slightly positive and European markets set to follow US higher. 

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A boring day, which is good, it means nothing is going wrong.  The RBA didn't delay their tapering, they expect a quick post-lockdown rebound. China cracks down on online games which have 'eradicated an entire generation' with their spiritual opium. We wonder if that was the top for iron ore. We look at the broker opinions of APT post-merger proposal and we see what the brokers have to say on the banks ahead of results from CBA next week, and on the energy sector post the OSH/STO merger. 

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 takes a breather down 17 points at 7475. BNPL shine as miners and banks slip lower. The Big Bank Basket at $180.60. APT leads with a 11.4% gain. PBH ex rights today and down over 11% and below placement price. All Tech Index up another 2.9%.

European markets expected to open narrowly down. Dow futures up 102.

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Our market takes a pause from yesterday's 100 point rally inspired by corporate deals. RBA today. US Jobs on Friday.  CBA and Telstra next week. We inevitably look at APT, why it happened, what to do with APT, what sort of investment Square is, whether there will be a counterbid and Henry asks if APT won Gold, who will win Silver. 

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.