Podcast Archive

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Not much happening on the strategy front today so, instead we tell you the Marcus Today Team's Personal One Stock Portfolio tips and invite you to send me yours. We also look at your Post-It Notes - predictive messages you can fit on a Post-It Note that would make the next twelve months a lot more simple and profitable. 

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Welcome to the new MT Pre Market 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 down 44 to 7298 as Sydney restrictions increase and the banks take a hit. The Big Bank Basket falling to $179.92. Miners held up well but energy stocks fell again. BNPL winners in Z1P and APT on US Amazon prime Day perhaps. The All Tech Index up 0.65%. 
European futures slightly firmer. Dow Futures up 90 points.

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Powell has lowered the risk overnight yet again with comments about inflation and interest rates. Our market taking a breather after the 107 point gain yesterday. The NASDAQ hits a record high. Some iron ore upgrades. Today we talk about whether bitcoin is an investment and look at the meaning of a strategic review and how it often means "Opportunity knocks". 

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

Welcome to the new MT Pre Market 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 bounces back 107 points as banks and miners lead the charge back. The Big Bank Basket rose to $182.25. BHP up 2.3%. MLT and SOL to merge and TNT shoots for $180m in revenue and explodes 27%. All Tech index up only 0.6%. REITS and Industrials firm. European markets expected to open slightly firmer. Dow futures up 68 points.

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

We are back on track this morning after the 134 point fall yesterday. Wall St's 500 point fall on Friday has been followed by a 500 point rise on Monday. It looks like that 1000 point Yo-Yo was a "Quadruple Witching" effect rather than a "Sell everything the Fed are going to taper" panic. It's been a good lesson in not over-reacting in the short term. To cut through the short term to get to the themes that matter in the long term I invite you to send me your Post-It Notes today with your investment insights for the next year. In other events we have UBS selling RIO, Morgan Stanley selling the CBA and a Bitcoin Death Cross (too late guys). Jerome Powell speaks on Wednesday night. BOJ, BoE and ECB Central Bank meetings this week.  

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

Welcome to the new MT Pre Market 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 134 points to 7235. Banks bashed badly with Big Bank Basket falling to $178.71. CBA falls 5.5% on sale of general insurance business. BLD rises 1.3% after sale of US business. All Tech Index outperforms down only 0.5% as BNPL stocks rally. Miners under pressure with financials hit hard as bond yields fall. 10-year at 1.49% Tokyo down 3.3% European markets expected to open around 1% lower.

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

A nasty start to the week, with our local market playing follow the leader after Wall Street tumbled Friday on the back of hawkish Fed commentary. CBA back below $100 but technology is holding up well (despite the prospect of rising rates) and forcing the conversation on a couple of popular names. Not much on the agenda this week on the corporate or economic fronts as we close in on the end of the financial year.