Podcast Archive

Lots of interesting stuff in the STRATEGY piece today - I suggest you listen to the strategy podcast with the Marcus Today Strategy section in front of you. It'll make a lot more sense. Today we have made some changes to the MT Growth and MT Income portfolios and I include a number of other stock ideas and observations today that should interest. We also talk about Superhero, Ginsburg, Comey and the Authorised Officers that might just turn up on a Melbourne doorstep to detain you. Enjoy!

A quiet morning in the market as Victorian's begin the long road out of lockdowns. Strength in tech and travel stocks but weakness in the banks as we wait to see if Friday's move was a one-day re-rate or enough to bottom the beaten-down sector. A few little bits and pieces on the calendar this week as we come to the end of the September quarter.

This week Henry is on the virtual couch with author and founder of ‘Shareplicity’, Danielle Ecuyer. Danielle has had a long career in broking having worked for some of the big names in investment banks both here in Australia and London. She has recently written a book ‘Shareplicity’ which aims to make share investing as simple as possible. Danielle brings a no-nonsense approach to the business of investing on the stock market and offers some great advice for both beginners and experienced investors alike. We are all learning and all on a journey. It never ends. Investing truly is a work in progress. Click here to go to Danielle's website and buy her book. Meanwhile - Enjoy!

Does the stock market ever make you look stupid? Well we are in good company then. Find out what made us look stupid today. We run through our major strategy talking points points from this morning's meeting. We consider banning writing about the US election. We publish both main portfolios and we give you a lesson in the difference between Daily and Weekly charts and tell you the truth about Golden Crosses and Death Crosses. And we have our usual dose of Technical Observations. Look out for Henry on Ask an Analyst at 5pm in the Marcus Today Stock Discussion Group. 

It was all about Bill yesterday - the Westpac economist that popped the Bond market at a most inconvenient moment taking the equity market with it. We talk STRATEGY today, why we're cashed up, happy to be, and a few stocks we're looking at at the moment. We also have the usual string of technical observations although a lot of the buy signals may just disappear today. 

A good day in the market today - we identify an interesting list of stocks that performed well in a falling market yesterday - a defensive list for the next time the market falls over. We made a lot of decisions yesterday in the wake of the "Winter Wave" revelations in Europe - the outlook for global economic growth is deteriorating without a vaccine - the announced UK measures are laughable - and today we publish the slimmed down MT Growth and MT Income portfolios with the notable absence of one particular sector (Hooray!). We also look today at the ETF portfolio and educate you about a particular ETF suggested by one of our Members. We also have the usual Technical Observations with two sectors notably throwing off buy signals after recent corrections. 

We are making some significant portfolio changes today - large falls in European markets on the back of a significant second wave has dented global economic recovery hopes and we have reacted. Volatility has picked up, and the markets are in downtrend. We have cleaned out and cleaned up our portfolios and raised cash for another day. You can see the changes we have made in the Strategy section of Marcus Today today. On top of that we note some interesting Director Buying and make our usual "Technical Observations" with a couple of interesting technology stocks now oversold and turning. 

A bit of a busy morning to kill any notion that we were going to have a dull week due to a lack of major corporate or economic events. Some optimism creeping in as Australia gets an economic outlook upgrade and Victoria reports its lowest new case numbers in three months.  A quiet week ahead on the corporate calendar with a couple of late reporters about as interesting as it gets, leaving the focus squarely on the market itself as it threatens to run out of steam

Vlado Bosanac the CEO has been kind enough to spend an hour with Henry chatting about the opportunities of this $100m ASX listed company that is starting to make waves. In fact, Vlado is proof of its impact having ‘dechunked’ during CV19 and losing 14kg with the help of the new technology. An unexpected consequence of using the technology. Vlado speaks to us from Perth. He is the CEO at Myfiziq Limited & Body Composition Technologies - Accurate body measurements from your phone. (ASX: MYQ) - Enjoy! 

You cannot keep a good man down and this weekend in a departure from the usual Financial Education we indulge Henry as he indulges you with a chat on the Couch with Rock Legend Paul Christie from Mondo Rock. I could explain why, what its about and disclaim any advice but there is none, I don't know why and I suggest you just sit back and you'll find out what its about - Enjoy!