Podcast Archive

Catch up with all the action today from the Marcus Today Team. A quiet day slipping back 32 points to 6795 as we await the FOMC. Narrow trading range with some fund raising efforts around for PDN and VML. CTD CEO sells down and CBA enters the BNPL market. Market unperturbed.

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

Another Ho-Hum day in the markets as rates rise a touch, Wall St dips a bit and our market might as well not have bothered. Banks and Resources asleep while some of the defensive stocks hold their form. The slowness of the vaccine roll-out is becoming a political issue in Australia  but there's no rush and the Australian economic resurrection is not relying on it. 0.6% of our population have been vaccinated against 39% in the UK and 32.9% in the US. Low infection countries are the same as up. NZ is only at 0.4% and Japan 0.2%. With not much else to go on, today's strategy section includes an article about Warren Buffett quotes and the suggestion that if you have some wisdom to impart, impart it, because regurgitating the wisdom of others does little more than confirm your lack of it. 

Catch up with all the action today from the Marcus Today Team. A solid 54 point gain today as buyers stepped in post RBA minutes and bank yields slipped back. Iron ore miners the only weak sector as banks, tech and especially healthcare put in a solid 0.8% GAIN.

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 quietly positive tone. Interest rates top out for a day providing a mildly positive tone to otherwise uneventful proceedings. We don't mind quietly positive days on the stock market, after the last four years it really is rather a refreshing relief to make money without stress. Today we have a look at some of the highest yielding stocks in the ASX 200, look at some travel charts and highlight some buying signals on the technical scan this morning.

Catch up with all the action today from the Marcus Today Team. ASX 200 flip flopped around closing up 6 to 6773. Index changes taking centre stage as miners slipped and banks mixed. TLT gets a takeover bid and NST sells down its VRX holding.

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 quiet start to the week despite another rise in bond yields over the weekend. Friday night saw the S&P/ASX rebalancing announcement, with six companies set to enter the index after market close this Friday. See the full list of changes and what it means.  Outside of that we have a quiet week ahead, with a few little ex-divs and a bit of central bank activity is about as interesting as it gets. More on that below.

Catch up with all the action today from the Marcus Today Team. ASX 200 finished the week with a positive 53 gain to 6767. Quiet trade with little volatility to close the week out but resources firm with lithium stocks a feature.

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Catch up with all the action today from the Marcus Today Team. ASX 200 rose and fell and rose again to finish unchanged on the day as banks fell but bond yields fell hard causing some of that bank selling and bond proxy stock buying.

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

We are beginning to get a touch twitchy about the market but are not overly concerned. Today we talk about DEFCON levels for our daily "Cash versus Equities" debate. At the moment we are on DEFCON Zero - normal bull market conditions but this "Marked up sold down" trend in the last few days is not a healthy sign and has our "capital protection" senses tingling...a touch. We talk about two sectors having a good time at the moment - Travel and Mining Services. 

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The world reverses for a day - Tech, pandemic beneficiaries and Gold up, the recovery sectors down.  The excuse is a one night fall in US bond yields prompting the debate - is this a "Bottom or a Blip" in all the FOMO momentum stocks. We think its a "Blip" for now - the bigger theme is still the recovery theme and the low risk medium term play in travel, energy, resources and banks is not going to be knocked off its rails by one night of interest rate reversal. Having said that we have added to our APT holding on weakness and when you look through all the pandemic beneficiary charts in the STRATEGY piece today you too might fund some technical temptation. Philip Lowe spoke this morning. Standard stuff.  The OECD upped GDP growth forecasts overnight - the trend of GDP upgrades continues.