Podcast Archive

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

A small gain today for the ASX 200 rising 3 points to 6977 after another attempt at 7000 in quiet trade. The market is waiting for the US reporting season to kick off. Great result from Z1P up 17% on a business update the highlight today. BIN also up 10% as the pointy end of the bid process may be in sight. Macquarie updates the outlook for lithium also proving a catalyst for some in the sector. ORE up 6.6%. A2M up 4.8% on a broker upgrade finally.

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

Back from Easter in Merimbula and the bull market continues. Today we look at what we have missed with a few market observations, some stock recommendations and one small bit of tinkering in the Income portfolio. We look at the ASX 200 VIX at the lowest level since 2018 which suggests that market complacency is high - a dangerous state of affairs but there's nothing to do until things change. For now its all happy in stock market land as the recent peak in interest rates takes away last month's major worry for the moment.  We wait for something else to worry about - the Chinese GDP numbers on Friday perhaps, or the US results season starting Thursday, or our bank results season starting with BOQ on Thursday, or the US CPI number tonight. Lots of events to topple us as always, but lets not fear something going wrong, lets wait for it to go wrong. Until then...relax. 

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

A quiet start to the week with the ASX 200 falling 21 points to 6974 (0.3%). Modest losses across the board although banks and TLS slightly better. CSL rallied 0.8% after vaccine news and STO shackled the CEO with a $6m incentive as WPL circles. No significant economic or corporate news. US results beckon as market searches for next catalyst.

A couple of tweaks to the MT Growth Portfolio this morning, bringing our cash level down as the market continues to behave and paints a fairly bullish picture on both the technical and macro front. It's another quiet week on the corporate calendar but bank results season looms large...

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

The ASX 200 closed down 4 points at 6995 as it clawed its way back from a 30 point loss as enthusiasm waned on vaccine issues. Travel stocks weakened but banks were solid  and industrials. CSL fell 1% on teh vaccine news and big miners flat. Gold stocks though saw some gains especially in the second tier with SLR up around 6%.

A good solid week for the market climbing 2.4% in a quiet melt up.

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

A slight pullback today after a solid 5 days of gains and a very good week. Vaccine news has sapped some enthusiasm with CSL modestly lower, and travels stocks off around 2.5% in the morning. Volumes remain light with the banking sector giving up recent gains, CBA down around 0.5%. COL has fired the first salvo in a price war with another Down Down campaign to change the status quo. WOW off around 1.2% on the news. 

In our Strategy piece today, Henry finishes off the week with a Fairy Tale (maybe from New York) on the new Pipers and the retail investor. And in Henry's Take, gold is stirring and a look at some ways to play the leveraged small cap resource space. Plus is Hamilton worth the hype.

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

Another very solid rise for the ASX 200 breaking through the 7000 level at a 13-month high. Banks and big miners leading the charge. News overnight that the US Fed is more than happy to run the US economy hot and sees any inflation spike as temporary. the inflation target remains a sustained 2% and maximum employment.

Joe Biden is framing his infrastructure spend as investing in  making America great again and tax rises will pay for that investment as it seeks to remain ahead of China economically.

In the Strategy section today, we look at the stimulus and why it remains hard to be bearish and why we believe that equity markets will continue higher with 7200 in sight for the ASX 200.

Catch up with all the action today from the Marcus Today Team.  Another solid 42 point rise today although volume lacking and conviction waned at times. Banks showing strength again with gold and energy stocks also recovering. A acquisition in Europe by EML helped its share price and APT continued to push higher though its siblings struggled.

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

Catch up with all the action today from the Marcus Today Team. A solid start to the shortened week as the ASX 200 rose 57 points to 6886. RBA unchanged with its rate policy but is watching housing with no change expected in headline rates until 2024. Tech stocks and BNPL in the shopping baskets today with APT up 10% on a MS upgrade. SGF returned to trade and market likes the acquisition, plus CWY buying Suez, Australia not the canal.

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

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

The ASX 200 is up around 80 points to 6905 as we play catch up to the US markets over Easter. Quiet start to a shortened week with the RBA meeting in focus. In today's strategy, we look at the risks out there in the wilds and decide that the market is looking beyond the Dragons to the bank results and the continued stimulus from low rates and relaxed central banks. Maybe we should be watching the Canadian markets more, record highs there too so maybe there is hope for the ASX 200 as it grinds higher.