Marcus Today
Podcast Archive
Author
Marcus Today
Category
Podcast website
Latest episode
Jun 11, 2024
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
Marcus Strategy Tuesday October 5th - Volatility up. Market down. Lots of Excuses, one reason. 05.10.2021 12:28
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 strategy piece today looks at all the excuses for the market falling over but there is only one reason. We are in the middle of a slow controlled correction rather than a panicky collapse and the hope is that the bottom will appear as miraculously...
Breakfast Briefing - Tuesday 5 Oct 04.10.2021 11:20
The rollercoaster ride continued overnight with US markets weaker. The Nasdaq was the worst, down more than 2% as tech stocks tank: Facebook in focus, down 5% on an outage and whistleblower issues. ASX SPI Futures down 68 points. RBA Meeting today. US tech stocks under pressure as Facebook falls on outages. Energy stocks in focus as Brent Crude hits US$81.26. Gold higher. Iron ore quiet with Chin...
Breakfast Briefing - Monday 4 Oct 03.10.2021 11:31
ASX SPI up 52 points. US Markets rally hard. US Bond yields ease back to 1.46%. Commodities slightly better. Energy in focus. Coal prices hot record. RBA Meeting tomorrow. NSW Public holiday today. Volumes may be lighter. Win up to $3000 by picking the best performing stock on the ASX. Submit your entry for the One Stock Portfolio Competition today
End of Day – Friday 1 Oct 01.10.2021 10:27
The ASX 200 back down by 147 points to 7186 (2.0%) as enthusiasm reverses. Down 2.1% for the week. US Politics taking centre stage and the debt roof in play. Banks under serious pressure as moves to rein in extreme house price rises weighs. The Big Bank Basket down 3.3% to $180.20. CBA the worst of the big four as most exposed to the housing sector losing 4.1%. Other financial also hit hard, MFG...
Breakfast Briefing - Friday 1 Oct 30.09.2021 10:03
A sour start to the new quarter in store as Wall Street drops on political uncertainty. ASX SPI down 112 points. Iron ore up 3% Gold up 2% Oil steady. China closed for Golden Holiday week. Win up to $3000 by picking the best performing stock on the ASX. Submit your entry for the One Stock Portfolio Competition today
End of Day – Thursday 30 Sep 30.09.2021 13:06
The ASX 200 rose 136 points to close at 7332 (1.6%) on a killer combo of lower bond yields, higher iron ore prices, quarter end buying and US futures heading higher. The banks led the charge higher with the Big Bank Basket rising 2.1% to $186.31. MQG up 2.3% and insurers also catching the green blast, QBE up 2.0% and MPL up 2.0%. Big miners were back in demand as bargain hunting and very strong o...
Marcus Strategy Thursday September 30th - Calmer today. Aussie dollar. Uranium. Evergrande. Orica. Blackmores. Micro-X. 30.09.2021 15:26
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 . Interest rates drop and the market pops. We look at why the Aussie dollar is going down. The risk in uranium plays. A big stock that might finally be bottoming after two years. A company that is likely to be bid for. The China Evergrande situation -...
Breakfast Briefing - Thursday 30 Sept 29.09.2021 10:36
Catch up on all the overnight action and get the vital leads you need to set up your trading day. ASX 200 set for a slight rebound with SPI up 23. US markets volatile with late sell off pushing Nasdaq down 34 points. Volatility in US 10 years as debt ceiling stalemate continues. Commodity prices slip. Crude prices drop around 0.6%. Win up to $3000 by picking the best performing stock on the ASX. S...
End of Day – Wednesday 29 Sep 29.09.2021 14:56
The ASX 200 fell hard again today though rallying into the match out falling 79 to 7197 (1.1%) with the banks seeing declines on news that authorities may clamp down on risky lending practices. So glad we had that RC. The Big Bank Basket fell to $182.42 (1%) with CBA off 1.3% and MQG falling 1.7%. MFG continued to fall down 2.2% and PNI also in the sellers’ sights today down 9.1%. Big iron ore mi...
Marcus Strategy Wednesday September 29th - The Markets drops. Volatility pops. Pivot point? What to do? 29.09.2021 18:06
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 markets are coming off the top. Today we look at all the excuses although the real reason for the sell-off is not to be found in the macro factors. It is a moment of uncertainty. If you are a bit lost at sea then today's podcast will help yo...
Breakfast Briefing - Wednesday 29 Sept 28.09.2021 11:41
Catch up on all the overnight action and get the vital leads you need to set up your trading day. US markets took a dive overnight as bond yields crunched growth stocks. SPI Futures are pointing to an 80+ point fall on the open. Will the market bring up the ton like it did yesterday? Get up to speed with Henry's Breakfast Briefing. ASX 200 set for a lower open. SPI down 82 US markets sold o...
End of Day – Tuesday 28 Sep 28.09.2021 11:23
The ASX 200 fell hard today down 109 points to 7276 (1.5%). Broad based losses with only energy stocks really bucking the trend. The Banks succumbed to pressure eventually and 10-year yields rose again to 1.46%. The Big Bank Basket fell modestly to $184.42 (0.45%) cushioned to some extent by the bond yields. Other financials in the doghouse with ASX particularly hard hit down 2.8%. Insurers dropp...
Marcus Strategy Tuesday September 28th - Interest rates. Re-opening trades. Recovery ideas. Broker Buys. Evergrande. 28.09.2021 12:55
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 recent rise in bond yields post FOMC is denting the equity market. Despite that here are a couple of sectors seeing some action as obvious picks for the "Reopening trade". The iron ore price is bottoming. Ideas in the podcast today inclu...
Breakfast Briefing - Tuesday 28 Sept 27.09.2021 11:53
US markets were mixed again overnight and SPI Futures are pointing to a weaker start. It's not all bad news, however, with iron ore up more than 7%. Catch up on all the action with Henry's Breakfast Briefing. ASX set to open lower SPI down 42. US markets mixed as 10-year yields rise. Dow up 71 Nasdaq down 78. Iron ore rises 8%. Oil and energy in focus. Win up to $3000 by picking the bes...
End of Day – Monday 27 Sep 27.09.2021 15:18
The ASX kicked off the week and run into month end in style, up 42 points to 7384 (0.57%) although well off intra day highs. Lacklustre volumes but good support for banks. The Big Bank Basket rose 2% to $185.40. Other financials also moved modestly higher, with MQG up 1.2% and SUN up 0.6%. Miners too, took a positive step this week as iron ore prices stabilised, RIO up 1.1% and FMG up 2.7%. Urani...
On the Desk Talking Investing Advice and Companies to Admire 27.09.2021 20:47
Chris and Tom talk about the businesses they admire and the best and worst investing advice they have heard.
Breakfast Briefing - Mon 27 Sept 26.09.2021 9:29
US markets were little changed on Friday night but there is plenty on heading into the new week. Get up to speed with Henry's Breakfast Briefing. ASX 200 expected to quietly SPI up 2 Dow closes up 33 points. Iron ore flat. Oil prices continue to rise. US 10 year yield jumps to 1.40% Debt ceiling in focus this week Win up to $3000 by picking the best performing stock on the ASX. Submit your e...
End of Day – Friday 23 Sep 24.09.2021 13:18
The ASX 200 finished the week on a soggy note down 28 points at 7343. The market was happy to limp into the weekend after a long week and some frayed nerves. No news from Evergrande on its international bond interest payments putting investors on the side lines. It has now officially passed the deadline but has 30 days to rectify. Banks were stronger as the 10-year yield went through the roof, pla...
Breakfast Briefing - Fri 24 Sept 23.09.2021 11:02
Catch up with all the overnight action in stocks,commodities and the issues that will drive our market today. ASX 200 expected to follow US markets higher . SPI up 8. Dow closes up over 500 points. Iron ore flat. Gold tumbles 1.2%. Oil prices continue to rise. US 10 year yield jumps to 1.43% Evergrande in focus but risk receding. Win up to $3000 by picking the best performing stock on the ASX. Sub...
End of Day – Thurs 23 Sep 23.09.2021 14:48
The ASX 200 rose 73 points to 7370 (1.0%) with a sigh of Evergrande relief as the sun came up after all. Banks were dominant despite a rise of around 14% in iron ore. The Big Bank Basket rose to $180.32 with MQG up 2.6% and even MFG up 2.0%. Top bank CEOs were in Canberra talking about the problems with rampant house prices. Industrials firmed with NWS leading the way after a buy-back was annou...
Marcus Strategy September 23rd - Evergrande bounce. Iron ore bottom. the FOMC. A couple of ideas and a lot of other stuff. 23.09.2021 14:05
Do you love this podcast? Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations. Everybody watching the Evergrande price this morning. Up 30% at one point. The iron ore price bounces 14% prompting suggestions we have seen the bottom. Metal prices up. Travel stocks coming alive again as the Foreign Minister says our international borders...
Breakfast Briefing - Thurs 23 Sept 22.09.2021 11:22
Catch up with all the overnight action in stocks,commodities and the issues that will drive our market today. ASX expected to open slightly higher SPI up1 4 after a strong session in US. Iron ore rallies 14%. Base metals stronger overnight. FOMC talks taper but not yet. Dot plots rise. Evergrande crunch day but could be a non-issue. Win up to $3000 by picking the best performing stock on the ASX....
End of Day – Wed 22 Sep 22.09.2021 14:32
The ASX200 shrugged off early losses to close up 23 points at 7297 (0.3%) after some encouraging news on Evergrande debt emerged and the PBoC injected more liquidity into the system. The market did drift off this afternoon into the close. FOMC beckons tonight. Resources led the way higher with iron ore stocks rebounding from oversold positions. BHP up 2.4% and FMG up 4.2%. Base metal miners also g...
Marcus Strategy September 22nd - Earthquake over? Evergrande pays and the market bounces. Some trading ideas. 22.09.2021 16:18
Do you love this podcast? Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations. Evergrande says it will pay its debts (some of them), China injects more liquidity, and the market bounces. Is that it? Will there be after-shocks? Which stocks do I buy? Plus today we have some buy signals in some beaten up stocks which might interest trade...
Marcus Today Breakfast Briefing - Wed 22nd Sept 21.09.2021 11:47
Catch up with all the overnight action in stocks,commodities and the issues that will drive our market today. ASX expected to open slightly lower. SPI down 14 after a mixed session in US. Rally ran out of steam ahead of FOMC meeting and Evergrande deadline. Chinese markets back on line today. Draftkings bids for Entain. Commodities ease. Gold rallies. Win up to $3000 by picking the best performi...
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.