Podcast Archive

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Today we look at the Fat Pitch approach to investment - patience is a luxury that you have as an investor but not as a Baseball Batsman. The senses are tingling about a slowdown in recovery assumptions and the possible top in interest rates, and we look at the difference that a week makes when it comes to buying at the bottom of the market. The ASX 200 may be up 51.59% from the pandemic low, but if you missed that low by a week it is up half that much.

Catch up with all the action today from the Marcus Today Team. The ASX 200 rose 33 to 6779 Another positive day although off its highs as the AUD dipped below 76c. Airtasker (ART) the star of the show today with another huge run on its second day and healthcare and other USD earners in the spotlight today.

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

An interesting change of themes today, the big question is whether it will last or evaporate. We have gone from the assumption of a faultless economic recovery to worrying about a new pandemic wave in the northern hemisphere. Meanwhile a string of US economic numbers undershoot. As recovery doubts creep in, interest rates peak, the Aussie dollar falls, interest rate sensitive sectors bottom, technology bottoms and the energy and travel sectors come off the top. In the Strategy piece today we talk about what you would do if the recovery stalled (some major themes change) and what we are doing about it now. Otherwise the market has survived, a quietly positive day over all with energy and travel down and technology up. 

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The one year anniversary of the pandemic low in the market prompts a look at 15 LESSONS FROM THE PANDEMIC which includes a look at some of the best and worst performers in the last year. The message is that corrections are great but getting it right was not about numbers. Fundamentals wouldn't have helped you, you needed a degree in psychology and some of the lessons will hopefully set you up with a Diploma in Stock Market psychology at least. Otherwise another "normal" day in the markets. Long live the quiet bull market. 

Catch up with all the action today from the Marcus Today Team. The ASX 200 rose 44 to 6752.5. A solid day dominated by news of a bid for CWN, Insurers talking exposure to floods, TLS splitting into four divisions and the iron ore price under pressure. BHP falling 0.9%. FNP also returned to the ASX falling 82% in a wild ride with a range of 28c to 78c and 173m shares traded.

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

A positive start to the week, but Crown Resorts are the big news this morning after receiving a takeover offer. Elsewhere we a quick look at one Fund Manager's "best stocks for an inflationary world” and our usual rundown of what's in store for us this week. 

Catch up with all the action today from the Marcus Today Team. The ASX 200 fell 38 points to 6708 to finish the week on a soggy note. Could have been worse but Dow futures up 100 helped. For the week the index lost 0.87% with bond yields continuing to rise and test the bulls. Miners slipped with banks mixed and energy shares running out of steam on crude falls. APT tested a four-month low before a bounce. The All Tech Index down 0.41%.

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. The ASX 200 fell 49 points (0.7%) to 6746 after better than expected jobs data pushed bond yields back up to 1.79% Across the board losses as the SPI expired early and that sjobs number beat forecasts by a country mile. The one sector that did well today, gold miners and especially second tier miners.

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

Another routine day in the stock market - what would we have given for this level of relaxation this time last year? The FOMC is the main story and if that's the case there obviously isn't much going on. A broker reiterates its SELL recommendation on APT today with a target price of $36 when the the share price is $110. At the same time another broker puts a target price of $159 on the stock on the same day. Its all about how seriously you take the CBA entry into BNPL - UBS say it highlights the risks, Morgan Stanley says its not a threat (only offered to CBA customers).  We have a look at the "Jobkeeper Cliff" and who's at risk and look at some interesting technical BUY signals, the most interesting of which are the Information Technology sector and Afterpay. 

Join us this week for a look at the world of commercial and residential property as we talk to REIT Fund Manager James Storey, Head of Real Assets, from 360 Capital who manages the 360 Capital REIT (TOT). 

James has over 15 years experience in real estate funds management with significant experience investing across debt, equity and corporate transactions.
James was previously the fund manager of 360 Capital Office Fund (TOF) and the Industrial Fund (TIX).

James has a bachelor of Business (Property Economics) from University of Western Sydney.
He is also a non-executive director of Velocity Property Group (VP7).

Not an area we usually look at so a great chance to delve a little deeper into the world of REITs.