Podcast Archive

 CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST  Quiet sort of day - taking a pause from the 3.6% gain in the last three days on the ASX 200. A few stock observations today and a look at the plain vanilla themes running through the market. With not much going on today I have answered an email about trading courses and tell you "The T...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST The bull market continues - up 100 points on the ASX 200 yesterday and another 50 today. There's a bit of a dip in the iron ore price holding back the major resources but otherwise the Australian results season has started well with AMC up 6% on results today and in the US Alphabet is up...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST A good day in the market today with pandemic-beneficiaries including online retail, motor stocks, BNPL and technology stocks making up for lost time after the wobble last week. We worry about the results season today and wonder if we are taking too much risk holding the recovery stocks, AKA &...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST   A sea of red to start the new month after a 2% fall in Wall St on Friday night. Company results once again overshadowed by the “Reddit short-squeeze” and a bit of volatility induced profit-taking. A look at a peculiar development of the short-squeeze saga, with Robinhood moving from hero to...

 CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST An interesting day today discussing the 2.6% fall in the S&P 500. Is it the start of a correction, is there something fundamentally wrong? We discuss that today along with the Short Squeeze in the US, the FOMC and what to do if there is a correction. We also have a bit of stock stuff, a...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Have the resources topped out today? Why Nick Scali is still cheap despite a record share price. GameStop "wont stop" and what that tells you about the oldest game in the stock market called "Buy something and tell everyone else to buy it".  Housing sector looks to be doin...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST A relatively quiet four-day week expected, with the market shut tomorrow for Australia Day. Locally we have a few mining production reports and a couple of interesting results due, but the market focus will be on the US results season where a number of the worlds biggest companies are set to...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Plenty of sectors running hot at the moment as the momentum stays in the market. Today we have a look at all of the sectors as usual, while also taking a deeper look at some of the more interesting stocks held within and identifying a few interesting opportunities.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST More positives than negatives this morning - we list them both in the strategy podcast today. We have made a few changes to our Growth Portfolio today, running the cash down to 5% from 16%, we have been underperforming a rising market thanks to cashing up a bit in December,  that's enoug...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST First day back in the office this year. Good to be back with the Team. Everything seemingly very normal. The cyclists on Beach Road have blossomed in COVID it seems, less commuters, less cars,  an altogether more pleasant world. We are seeing a potential new office in Bayside Melbourne today,...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST A solid day with few major drivers with the US closed overnight. Today we look at the likely winners and losers in next month's results season and notice a broker or two trying to get the jump on guessing which stocks are going to dazzle and which will frazzle. BIN bid for which is good...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Earnings season approaches and the Aussie dollar is up 12% since June, which could mean trouble for some of our big names that earn their dollars elsewhere. Today we identify some of the potential winners and losers.  Meanwhile, it is a busy week ahead despite US markets staying closed tonigh...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST   Welcome to a fresh format for weekly sector charts. This year you will be able to view our normal sector charts article on the Marcus Today website on a Friday or watch the video with Ben speaking to the charts in question. As a podcast listener please be aware you are only getting half the...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST A few things moving today including APT up 8% on the back of a Morgan Stanley target price upgrade and the Affirm (BNPL company) IPO in the US (up 98% on day one). Banks also on the rise on broker research suggesting a return to 70% payout ratios and PME up on a contract win (and Chris has do...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST We are into the Confession Season and it cuts both ways - PMV up 13% today as they tell us to expect great results in February (earnings up 75-85%). All retailers flying today in anticipation of similarly good results this time around. Pandemic beneficiaries (online anything, retail, motor st...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Good Morning everybody and Welcome to 2021. Today we look at what we missed, what themes are currently driving the market and what themes we can expect for 2021. The summary includes - Expecting a bull market to continue until it doesn't, sticking with resources until the iron ore price...

A very quiet week on the corporate calendar, with plenty of executives still away working on their tan. Brisbane is out of lockdown tomorrow but chaos reigns supreme in the US as Biden encourages the market with a plan for "trillions" more in support. The economic front starts to get busy this week with plenty of drops globally. Plus, our technical observations are back with a few intere...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Lockdowns are back on the agenda as the Sydney outbreak rises to 83, restrictions return and the other states put NSW in exile. Elsewhere, after almost nine months of stimulus negotiations, the Republicans and Democrats have finally agreed on another relief package. Despite the headlines it d...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST We seem to be rolling quietly into the Christmas Buffers in a quiet bull market. Lets hope it remains this way for the holiday and for next year as well. A quiet bull market will suit us all nicely after an anxious year this year. Not too much to tell you about today - you can read about a fe...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST A good lead from Wall St and the recovery is back on. Travel flying, banks strong and vaccine roll-out going smoothly. Even hints of a stimulus bill...about time. 2021 is shaping up to be a year of recovery absent the political volatility and unpredictability. Today we look at whether BHP, RI...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Thank you very much to everyone that sponsored my Team for "The Longest Day" playing 72 holes of gold in a day yesterday for the Cancer Council and awareness of skin cancer. Much appreciated. We tee'd off at 6:18am and left the last green at 7:40pm. Marathon stuff. Sore this mo...

 A quiet Monday morning as was expected, with vaccine updates still holding the headlines. A bit of a focus on central banks this week with the FOMC, BoE, and BoJ all meeting. Outside of that things are slowing down as we approach the Christmas shutdown period. 30 RSI sell signals on the scan again today and just the one buy signal. Plus, updates on Marcus' "Longest Day" as he raise...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Today we have a look at the best recovery play of all - a sector that is beginning to froth up as the Pfizer vaccine approval looms. UBS upgrades the banks and talks about share buybacks and a return to higher dividends. CSL abandons its vaccine candidate. We look at three resources stocks wh...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST I am back from my "Course" and the market has behaved itself fabulously whilst I've been away. Seven days going up on the trot. Maybe I should have stayed away, down 40 points today. A smorgasbord of interesting stuff in the strategy section today. The day's positives and...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST A cracking start to the week, with the market blowing past the 42 points that the SPI Futures were pointing to after all of the US indices printed fresh all-time highs. The miners and energy stocks have kept their momentum rolling, while a couple of tech names are up on some good press, and o...