Podcast Archive

Today we look at the FOMC who have delivered a taper without a tantrum. The central banks have done a good job this week diffusing a bond yield blip and announcing the taper, the timing of which most strategists have spent the last year speculating about. It’s done. DMP dropped 17% this morning after the AGM yesterday. Or is there something else going on? Z1P makes us cringe despite a dazzling AGM...

Why not sign up for a free trial ? Get access to expert insights and independent research and become a better investor. Feeling brave enough to call the end of the bond market panic after the RBA meeting yesterday. All the headlines they needed to put out they put out. Interest rates are not going up in the short term. Bond Yields are going down again and the equity market is relaxing. The iron or...

Today we have a look at the interest rate scare last Friday and wonder whether it will continue this week. RBA meeting today of course with the FOMC on Thursday morning our time. We also look at the bank sector after the disappointing Westpac results yesterday. We talk about Marketech,  an independent trading platform with integrity that we have partnered with. NWL bids for PPS which is the platfo...

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If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations.  Crown M&A possible. Brokers like RWC. Short seller targets VUL. WOW sales numbers disappoint - their most challenging quarter ever and is a pandemic beneficiaries it’s not a good reopening trade. Brokers opinions subdued about a stock trading at...

If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations. I will be launching the new MARCUS SPI section on November 9. We preview that along with the Maverick Portfolio (MP Portfolio). A good spot for all ideas, quality, irresponsible or otherwise. Today we have a strategy summary with clear instructions fo...

If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations. The quiet bull market continues. Travel falling. Bitcoin rising. PPT, ORA, S32 and AMP in the news. BlueScope Steel has an upgrade. Today we talk about timing the iron ore stocks. There is an obvious opportunity...but when? Evergrande has started trad...

If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations. US market ramping up on good results. The September sell-off looks like a buying opportunity as the long-term trend resumes. Seems the FOMC message about tapering and higher interest rates has got through and the market doesn’t mind. RBA minutes yeste...

If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations. All a bit quiet. BHP production numbers not well received. A lot of iron ore stocks with buy signals at the moment. Coal price looks like it’s topping out. Goldman Sachs says the housing market is topping out. A new bitcoin ETF starts trading on the U...

If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations. Lots of interesting little things going on today. Two major messages include the link between BHP in Evergrande which could help us time the bottom on iron ore stocks in particular. The dogs are barking in the infant formula. Technical and sentimental...

On the Desk is now a podcast of it's own! This is the last episode that will be available here so to listen to new episodes, click on the link below to find it on your preferred app and make sure you subscribe to the new podcast: Apple Podcasts Spotify Google Podcasts Amazon Music Buzzsprout Stitcher iHeartRadio Podcast Addict Podchaser Pocket Casts Deezer Listen Notes PlayerFM Podcast Index...

On the Couch is now a podcast of it's own! This is the last episode that will be available here so to listen to new episodes, click on the link below to find it on your preferred app and make sure you subscribe to the new podcast: Apple Podcasts Spotify Google Podcasts Amazon Music Buzzsprout Stitcher iHeartRadio Podcast Addict Pocket Casts Deezer Listen Notes PlayerFM Podcast Index Plus it&a...

If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations. Bond yields rising and Dow Futures falling. Evergrande situation quietly bubbles in the background. Iron ore bouncing but brokers are not convinced. Westpac with a $1.3bn provision but the market not fussed. AGM season is on but CSL and TLS hardly mov...

The ASX 200 closed down 20 points to 7300 (0.3%) on a decent bounce from lows. 10-Year yields pushing higher again hurting tech stocks and yield sensitive REITs but helping banks. Miners did well on iron ore and record coal prices in China on flooding and mine closures. BHP rose 0.9%, RIO up 1.9% and FMG up 5.3%, the coal stocks in demand, YAL up 13.8% and WHC rallying 6.2%.  Gold miners drifted h...

US markets didn’t know what to make of the jobs numbers on Friday night, which missed expectations badly although Covid restrictions distorted the seasonal element of the read. We’re set for a slightly softer start this morning according to Saturday morning SPI Futures. Get in the know with Henry’s morning update.  ASX SPI 200 Futures down 4 US Markets slightly weaker on disappointing jobs number....

The ASX 200 up 63 points to 7320 (0.9%) rallying hard into the weekend on better news from China, higher commodity prices, US debt ceiling news and a breakout of optimism ahead of the US jobs data. Resource stocks leading the charge higher as punters focused on BHP’s oil and coal exposure sending the stock up 3.0%. FMG rose 2.4% as China returned from Golden Week and the PBoC withdrew stimulus. RI...

The Dow booked a third winning session in a row overnight, amid progress on the US debt ceiling negotiations. Catch up on all the action with Henry's Breakfast Briefing. ASX SPI Futures up 33. US markets put in a solid gain, DOW up 1%. Tech rally continues. China back on stream today. Oil prices pick back up. RBA Financial Stability report at 11.30am Win up to $3000 by picking the best perfor...

 The ASX 200 kicks 50 points higher to 7258 (0.7%) in tentative trade. A bounce in banks continues with the Big Bank Basket up to $185.22 up 0.6 %. MQG also doing well up 1.7% and MFG down 1.3% as brokers pronounce judgement on FUM losses. Industrials firmed across the board, WOW up 1.5%, WES rising 0.5% on aggressive moves on API up 1.7%.  Healthcare in the pink, CSL up 0.7%, SHL up 1.5% and COH...

If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations. Today we look at the reduced market risk after the debt ceiling deal overnight. We also look at the energy prices which have topped out dramatically as Russia offers to open up the LNG gas pipeline. If you’re going to buy banks for dividends now is th...

This week on the desk, the boys take up the personas of a long-term and medium-term investor to find out the differences in tactics,  interests, personality traits, and lifestyle for each of the approaches.  Win up to $3000 by picking the best performing stock on the ASX. Submit your entry for the One Stock Portfolio Competition today.

The Dow staged a 560 point turnaround last night, whilst coal was smashed 20%. These are strange times and you need Henry's Breakfast Briefing... the calm in the storm.  ASX SPI 200 up 33 points to 7210 after a volatile night in US. Early US losses but late rally as debt ceiling pushed back. Energy prices ease. Russia to rescue Europe. Volatility to continue. US reporting season kicks off soo...

The ASX closes down 42 points to 7207 (0.6%) after a solid start gave way to banking and interest rate jitters. Whether it was APRA moves on local lending on the RBNZ decision to jack up rates, the market turned from solid but uninspiring to just uninspiring. 10-year yields leapt to 1.59%.  Banks led the down turn with the Big Bank Basket falling back to $184.15. CBA fell 2.0% on a broker downgrad...

If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations. The market doesn’t quite know what to do today. Still in the short-term downtrend. Still holding the long-term uptrend. A few brokers downgrading the CBA, it is the obvious time of year ahead of the other bank results. The property market might be pea...

Down one day, up the next... the wild ride on equity markets continues. Overnight US markets posted solid gains, seeing SPI Futures up 36-points. Catch up on all the action with Henry's Breakfast Briefing. ASX 200 set for a rebound. Tech and energy the focus. SPI up 36 points. US Tech rebounds despite yields pushing to 1.53% Oil continues its run. Base metals flat. Coal still in demand. Win u...

The ASX fell and gathered itself post the RBA announcement with the index closing down 30 points at 7248 (0.4%). Seems the RBA is not for turning and that helped sentiment. Losses across the board but manageable. Banks weakened with the exception of CBA which rose 0.3% after its Buy back result last week.  The Big Bank Basket steady at $169.92. MFG slipped hard down 3.7% with PNI following suit do...