Podcast Archive

In today's podcast Marcus tells us what to do about this vaccine news. Which stocks to buy and which stocks to sell.

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What a week - Trump gone, the adults back in charge of the US and, as if that wasn't enough, now we (appear to) get a vaccine that solves Biden's and the World's worst worry - tackling the virus. Pandemic over? There are always finger waggers when we get good news (there may be legitimate vaccine developments/delays we are not factoring in) but there are also times in the stock market when you have to take a risk - and if this isn't it, then what is? Chickens don't make money.  Good day for the Bulls and potentially, in the right cyclical and recovery stocks, today marks a multi-decade buying opportunity.

Our market is flying along this morning as it looks as though Joe Biden has won the race for President. We have a list of what to expect from the election outcome (assuming the transition to power is ultimately smooth (ish) and the Republicans hold the Senate). Meanwhile, the virus continues to spiral out of control as the global case count passes 50m, but Victoria records it's tenth straight donut day. Plus, we take our usual look at what the week ahead has in store for us. 

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Waiting for Godot (the election result). Some of the Bookies have closed the books and paid out on Biden. Trump making fraudulent accusations in a press conference dented the market a touch this morning. Recovered. FAANGS now up 10.1% since last Friday. FOMC routine. Lots of stock stuff helping the Growth Portfolio today - AMC upgrade, MQG results, REA numbers, TAH bid spec. Some interesting chart signals (Travel stocks a buy). We added some Z1P to the Growth Portfolio today. Hamish Douglass says a Biden win is a nirvana for (his) stocks. The Wall St Journal says the post election momentum rally has overshot. 

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Never a dull moment - find out today how the election (lack of) result plays out for the markets and which sectors are seeing the benefit or otherwise. It seems the lack of Senate control by either party is what the markets like the most, no Antitrust legislation that targets Big Tech is likely to get passed (FAANGS+ up 5.33% overnight), and no healthcare reforms, and that sector the best performer in the US overnight. Neither issue really affects us but the tech and healthcare sentiment washes over us as well. Not so good for financials. NAB results in line. Macquarie tomorrow. FOMC tomorrow. US Jobs numbers on Friday. Some good charts in Strategy today, a few buy signals.  Net election result so far - no major market impact but Wall St relieved that they might spend the next four years without significant interference from the politicians...a win for investors. 

A big night in the US. The markets are watching Florida, they count quickly and a Biden win there may set the scene for a Biden win overall. The market is anticipating (hoping) for a clear Senate majority and a swift and large $5 trillion stimulus bill. After the RBA meeting yesterday rates could be on hold for three years - good for estate agents. Today we look at a number of stock ideas and the travel, bank and energy sectors. We also have the usual technical observations. Interesting day ahead.

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Melbourne Cup Day (holiday in Victoria), US Election Day, RBA Meeting Day and we have the FOMC this week, US Jobs numbers, the US results season and our own bank sector results season - a busy week. Our market up over 70 today on the 84% chance of a rate cut factored into the futures market with hopes for $100bn worth of bond buying to be announced as well. We cover the WBC results, the virus and election headlines, have charts of our market and the Us market in the strategy section and an article about Bookies in the newsletter. A quiet afternoon expected. Traders will be waking up as we near the bottom of the trading range and the US election uncertainty could be replaced with a Trump free sentiment lift. A busy week. 

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Market up 2 points or 0.4% early - nowhere near the 52 point rise that SPI futures were suggesting but we are really just treading water today with election week upon us and all eyes firmly on the US count that kicks off on Wednesday morning. Keeping us busy in the meantime is the Melbourne Cup Day RBA meeting tomorrow, a few bank results, and a big day of AGMs on Thursday.  Plus, another 30 RSI sell signals on the market this morning, and just the one buy signal. 

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This week 'On the Couch' Henry chats to Greg McKenna the CEO of the multi award winning  Police Bank, a bank that serves those in Blue. Greg McKenna is a familiar face to Sky Business viewers with his expert take on the economy and the macro picture. Back in 2018 Greg swapped his economist's hat to work on the board of the Police Bank and was named as the CEO of the Police Bank in March this year. 

Greg had been working in Banking and finance since 1986 and had played a long role in the Bank and the Police Community, having served on the Board of Police Bank as a Director between July 2012 and July 2018 and then as Chair where he was key to refreshing the Bank’s strategy.

As a CEO of a financial institution, Greg has a unique insight on what is happening in the ‘real’ world and how customers are coping with the pandemic. As always, Greg brings his wealth of experience and knowledge and talks Neobanks, Fintech and how he sees Modern Monetary Theory playing out in the money printing world of central banks.

Enjoy!

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The World didn't end overnight after all. Dow Futures down 200 this morning and Apple and Amazon results appear to have disappointed after hours. A Smorgasbord of items in the podcast today, from the US election in 5 days, to the RBA Meeting next week, the Afterpay research after the sales numbers this week, the Seek short selling, all the MT Portfolios including the ETF portfolio and 50 sell signals. 

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Collins Class Rule anyone - Find out today what we are doing about a 3-4% falls in the US and European markets overnight. We look at why the markets are worried, whether it matters, and what you should be doing about it. We also include what we are doing in our portfolios and it might surprise you. Time to turn of the screens and come back when the market hits the bottom of the trading range at 5750 which is our "Break or Bounce" moment. Looks like you have a few weeks standing back by which time the US election will hopefully be over and we have more confidence in a coronavirus vaccine.  Dow Futures up 200 at the moment. An interesting week ahead.