Podcast Archive

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ASX 200 falls 1 point to 7332 as confidence hit by Sydney cases and a looming lockdown extension. Some promising corporate updates from ILU, NEA and M&A in ICQ and YFZ helping markets as banks slipped from early gains and miners were mixed. Industrials mixed too with TCL pushing ahead and Tech up slightly with the All Tech Index up 0.3%

European futures showing a cautious opening after solid gains yesterday.

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Record highs in the US give us no reason not to be fully invested. We look at why the Resources sector should produce good results. What's the opposite of a Confession? We had five of them today. Bodes well for the results season. Speaking of results, the US investment banks start reporting results tonight - should be good. Chinese GDP and US CPI the main releases this week. We look at some Lithium research from Macquarie which adds our 12 Million Dollar Man's stock to their coverage with an OUTPERFORM. He's now a $16m Man. 

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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 closes up 60 points at 7333  (0.8%) unfazed by the rise in Sydney Cv19 case numbers it seems. Bank and miners led the rally with the Big Bank Basket rallying to $178.88 and BHP up 3.2% together with FMG up 3.3%. Tech stocks slightly firmer as APT rose 1% and the All Tech Index rose 0.7%. In corporate news, WES bid 138c in cash for API.

European markets expected to open flat except Italy which is still celebrating.

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This week the boys begin to construct their "one stock per sector" portfolios, following on from the "one stock portfolio" idea with a bit of friendly competition to keep it interesting. Kicking things off we hear some insight into their preferred companies from each of the resources, industrial, and energy sectors. 

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 down 69 points to 7228 (1.6%) as Sydney CV19 numbers head higher. Late rally helping at match out. Alert and alarmed. Dow Futures up 6 points. Losses across the board.  Banks copped it hard as business shut down in Sydney, the Big Bank Basket dropped to $177.89, MQG off 1.9%. Health care in casualty today led by CSL down 1.3% and COH falling on deaf ears down 1.3%, RHC down 1.7%. Industrials squashed, WOW off 1.2%, WES down 1.8%, ALL off 1.0% and TCL down 0.8%. TLS did manage to hold up, one of the few. Tech stocks also under pressure with BNPL stocks in the spotlight after recent strong runs. APT down 5.0% SZL off 8.5% and HUM down 3.0% on some historic issues coming to light. But not in a good way. The All-Tech Index dropped 2.4%. Miners were also in the spotlight, BHP down 0.4%, RIO down 0.6% but amazingly FMG rose 0.7%.  In corporate news, PMV has asked for a meeting with MYR to rid the company of three directors. AD8 rose 6.7% after a business update and VEA up 5.1% on an operational update and guidance.

Have a great weekend.

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 up 15 at 7341 (0.2%) after early gains evaporate as Sydney numbers climb. Banks turned negative with the Big BankBasket down to $179.17. MFG slipped 3.9% on a broker downgrade and Z1P rose 13.7% after media reports of a potential substantial shareholding of around 4% from rival Klarna. Tech stocks mixed as XRO fell 0.4% with APT up 3.0% with the All-Tech Index up 1.1%. Miners were a bright spot with BHP up 1.8%, FMG up 0.7% and gold miners sliding.  In economic news, RBA governor Lowe has admitted in a speech that high immigration has hurt wage growth and highlighted the importance of achieving sustained full-employment “in the low 4s.” 10-year yields fell to 1.33%.  Dow futures down 92.

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Record highs have us questioning how long before we have a correction. Delta variant cases on the rise but not deaths.  Some stock stories. Reasons the market could correct. And an article on Investor Psychology. There are eight types of investor. Only two are successful. Let's see if you can spot yourself.