Marcus Today Free Podcast
1,117 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 1 ratingOur most popular podcast, the Members Podcast, is behind the paywall, but here are some free episodes to give you a taste.
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Episodes
SPI PODCAST - Wednesday 24th November - Strategy, Portfolios, Ideas
November 24, 2021 01:00 - 14 minutes - 9.78 MBQuite a bit going on today - We have sold a Forever stock, bought two trades and added a couple of stocks to the WATCHLIST. Lots of strategy themes and a bit of portfolio news. We also compare Australia's ASX 200 to the S&P 500 and make some interesting observations. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor
SPI PODCAST - Tuesday 23rd November - Strategy, Portfolios, Ideas
November 23, 2021 01:00 - 15 minutes - 10.8 MBPowell back in with a mandate to contain inflation. Rates rise, the US dollar rises and Gold and Technology stocks fall. Hopes for Chinese policy easing boosts iron ore stocks. We may have timed the bottom on that after all. Gold on the nose as inflation war begins. The CBA are telling us mortgage rates are going up and the housing market will peak. Chinese Tech on the nose again. Robinhood's shareholders going from rich to poor. BHP and Woodside sign the deal and the prices pop. Australi...
SPI PODCAST - Thursday 18th November - Strategy. Portfolios. Ideas.
November 18, 2021 00:00 - 11 minutes - 8.19 MBLots of news - AGM season in full flight as well as a few results around. The CBA fell 8% on its update yesterday. We look at what to do now. The Macquarie share purchase plan is coming up - we talk about that as well. Then there's the MIN AGM, the SHL AGM, the EVN acquisition (its up 8%), the SEK AGM, and a bunch of others. We also look at XRO post results and update the IDEAS PORTFOLIO. Why not sign up for a free trial? Get access to expert insights and independent research and become a ...
SPI PODCAST - Wednesday November 17th 2021 - Strategy. Portfolios. Ideas.
November 17, 2021 01:00 - 9 minutes - 6.61 MBRoutine day. CBA disappoints - like WBC. NIM down and losing home loan market share, presumably to Macquarie. No change to strategy. US$ pops giving resources a dull day. Good for international stocks but not commodity prices. Biden-Xi chat lands well. We've added a new stock to the IDEAS PORTFOLIO. Have also published a WATCHLIST which might interest some of you. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
SPI PODCAST - Wednesday November 17th 2021 - Strategy. Portfolios. Ideas.
November 17, 2021 01:00 - 9 minutes - 6.61 MBRoutine day. CBA disappoints - like WBC. NIM down and losing home loan market share, presumably to Macquarie. No change to strategy. US$ pops giving resources a dull day. Good for international stocks but not commodity prices. Biden-Xi chat lands well. We've added a new stock to the IDEAS PORTFOLIO. Have also published a WATCHLIST which might interest some of you. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
SPI PODCAST - Tuesday November 16th 2021 - Two new IDEAS PORTFOLIO stocks. Money Printing. Timing the Big One.
November 16, 2021 04:00 - 12 minutes - 8.49 MBNot much going on today. We look at money printing. Wonder when "The Big One" is coming. Two new ideas today and the first incarnation of the IDEAS PORTFOLIO. Telstra's Investor Day doesn't disturb. Resources and Gold turn up on the Technical buy signals list. DAF (Dividends and Franking) Portfolio on its way this week. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
SPI PODCAST - Tuesday November 16th 2021 - Two new IDEAS PORTFOLIO stocks. Money Printing. Timing the Big One.
November 16, 2021 04:00 - 12 minutes - 8.49 MBNot much going on today. We look at money printing. Wonder when "The Big One" is coming. Two new ideas today and the first incarnation of the IDEAS PORTFOLIO. Telstra's Investor Day doesn't disturb. Resources and Gold turn up on the Technical buy signals list. DAF (Dividends and Franking) Portfolio on its way this week. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
SPI PODCAST - Thursday November 11th 2021 - The new FUFU Portfolio. US CPI. Idea of the Day
November 11, 2021 01:00 - 14 minutes - 10.2 MBToday I launch the new FUFU portfolio. Find out which stocks meet our "Forever" criteria and which don't. We also have a good look at the US CPI number and wonder if it will be the catalyst for a correction. There is a new IDEA OF THE DAY and we look at the Australian jobs number which is weaker than expected and has dropped the market this morning. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
SPI PODCAST - Wednesday November 10th 2021 - A couple of Ideas, a FUFU stock and some Strategy.
November 10, 2021 02:00 - 13 minutes - 9.5 MBDay two of the MARCUS SPI section. We did the RBP (really boring portfolio) yesterday and have turned our attention to the FUFU portfolio today. It will be published soon. In the meantime, we have the first FUFU stock for you and a couple of early ideas in the IDEAS section. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
SPI PODCAST - Tuesday November 9th 2021 - Introducing the new MARCUS SPI section
November 09, 2021 02:00 - 19 minutes - 13.7 MBToday we introduce the new MARCUS SPI section, your go to spot for Strategy Portfolios and Ideas. Today we do a strategy roundup and tackle the REALLY BORING PORTFOLIO (RBP) which involves restructuring the existing ETF portfolio into a long-term market matching portfolio with a strategy overlay. We have moved all the fun ETFs into Henry’s charge, he has started an ACTIVE ETF PORTFOLIO today. NAB results looked okay today but the share prices dropped. Why not sign up for a free trial? Get ...
Marcus Strategy Thursday November 4th 2021 - Fed Tapers with Tantrum. DMP dumps. AXE news. Upgrades for ECX. US markets overbought.
November 04, 2021 00:00 - 14 minutes - 9.96 MBToday 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 presentation. Bank dividends coming up. AMP a risk ahead of an investor day. US markets at reco...
Marcus Strategy Wednesday November 3rd 2021 - Bond market panic over. RBA Meeting was good. Iron ore. FOMC.
November 03, 2021 00:00 - 10 minutes - 7.18 MBWhy 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 ore price dropped 6%. Looking to time the bottom on the iron ore stocks still. Facebook gets rid ...
Marcus Strategy Wednesday November 3rd 2021 - Bond market panic over. RBA Meeting was good. Iron ore. FOMC.
November 03, 2021 00:00 - 10 minutes - 7.18 MBWhy 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 ore price dropped 6%. Looking to time the bottom on the iron ore stocks still. Facebook gets rid ...
Marcus Strategy Tuesday November 2nd - Melbourne Cup. Interest rates. Bank sector. Marketech. RBA.
November 02, 2021 00:00 - 11 minutes - 7.81 MBToday 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 platform our SMAs sit on, which could be better for our investors. And Macquarie Boffins assess the Cu...
Marcus Strategy Thursday October 28th - ANZ results good. Commodities on the nose. Interest rates up. US Results boom.
October 28, 2021 01:00 - 11 minutes - 7.83 MBIf 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.
Marcus Strategy Wednesday October 27th - Lithium short seller. WOW and A2M flop. Evergrande rolls.
October 27, 2021 00:00 - 12 minutes - 8.82 MBIf 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 a PE 50% higher than it was pre-pandemic. Evergrande situation rolls on. A2M down 10% on sales numb...
Marcus Strategy Tuesday October 26th - Barking Dog Ideas. Strategy Summary. POS update.
October 26, 2021 01:00 - 15 minutes - 10.7 MBIf 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 for investors and traders. We also talk about “Secret Thoughts” we probably shouldn’t have or pub...
End of Day – Fri 22 Oct
October 22, 2021 06:00 - 20 seconds - 297 KBThe Breakfast Briefing and End of Day episodes have their own podcast now - Marcus Today Market Updates podcast. To listen to this episode on your podcasting app, click on the link below and make sure you subscribe to the new podcast: Buzzsprout Apple Podcasts Spotify Google Podcasts Amazon Music Stitcher iHeartRadio Podcast Addict Podchaser Pocket Casts Deezer Listen Notes PlayerFM Podcast Index Plus it's also listed on many other platforms so if your preferred platform isn't listed abov...
Breakfast Briefing – Fri 22 Oct
October 21, 2021 22:00 - 20 seconds - 299 KBThe Breakfast Briefing and End of Day episodes have their own podcast now - Marcus Today Market Updates podcast. To listen to this episode on your podcasting app, click on the link below and make sure you subscribe to the new podcast: Buzzsprout Apple Podcasts Spotify Google Podcasts Amazon Music Stitcher iHeartRadio Podcast Addict Podchaser Pocket Casts Deezer Listen Notes PlayerFM Podcast Index Plus it's also listed on many other platforms so if your preferred platform isn't listed abov...
Marcus Strategy – Thursday 21st Oct - Growth Stocks Lesson. Iron ore timing. Evergrande back.
October 21, 2021 02:00 - 16 minutes - 11.2 MBIf 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 trading again in Hong Kong after a long suspension and the damage is minimal. Chinese property deve...
Marcus Strategy Wednesday October 20th - Index trading. BHP. Takeover targets. Barking Dogs. Brokers like ALL.
October 20, 2021 02:00 - 19 minutes - 13.4 MBIf 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 yesterday say the same thing as before, property market hot but rates not going to rise until 2024. ...
Marcus Strategy Wednesday October 20th - Index trading. BHP. Takeover targets. Barking Dogs. Brokers like ALL.
October 20, 2021 02:00 - 19 minutes - 13.4 MBIf 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 yesterday say the same thing as before, property market hot but rates not going to rise until 2024. ...
Marcus Strategy Tuesday October 19th - Iron ore bottom. Coal top. Housing top. New Crypto ETF.
October 19, 2021 01:00 - 15 minutes - 10.6 MBIf 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 US market tonight. Queensland borders to open on December 17 or sooner keeps the reopening trade...
Marcus Strategy Tuesday October 19th - Iron ore bottom. Coal top. Housing top. New Crypto ETF.
October 19, 2021 01:00 - 15 minutes - 10.6 MBIf 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 US market tonight. Queensland borders to open on December 17 or sooner keeps the reopening trade...
Marcus Strategy Thursday October 14th - How to time the BHP bottom. Dogs Bark in infant formula.
October 14, 2021 01:00 - 19 minutes - 13.7 MBIf 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 bottoms on A2M, SM1, BUB as talk of approval for a Chinese Covid 19 vaccine which will allow s...
Marcus Strategy Thursday October 14th - How to time the BHP bottom. Dogs Bark in infant formula.
October 14, 2021 01:00 - 19 minutes - 13.7 MBIf 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 bottoms on A2M, SM1, BUB as talk of approval for a Chinese Covid 19 vaccine which will allow s...
End of Day – Wed 13 Oct
October 13, 2021 06:00 - 20 seconds - 293 KBThe Breakfast Briefing and End of Day episodes have their own podcast now - Marcus Today Market Updates podcast. To listen to this episode on your podcasting app, click on the link below and make sure you subscribe to the new podcast: Buzzsprout Apple Podcasts Spotify Google Podcasts Amazon Music Stitcher iHeartRadio Podcast Addict Podchaser Pocket Casts Deezer Listen Notes PlayerFM Podcast Index Plus it's also listed on many other platforms so if your preferred platform isn't listed abov...
Breakfast Briefing – Wed 13 Oct
October 12, 2021 22:00 - 20 seconds - 294 KBThe Breakfast Briefing and End of Day episodes have their own podcast now - Marcus Today Market Updates podcast. To listen to this episode on your podcasting app, click on the link below and make sure you subscribe to the new podcast: Buzzsprout Apple Podcasts Spotify Google Podcasts Amazon Music Stitcher iHeartRadio Podcast Addict Podchaser Pocket Casts Deezer Listen Notes PlayerFM Podcast Index Plus it's also listed on many other platforms so if your preferred platform isn't listed abov...
End of Day – Tue 12 Oct
October 12, 2021 06:00 - 20 seconds - 293 KBThe Breakfast Briefing and End of Day episodes have their own podcast now - Marcus Today Market Updates podcast. To listen to this episode on your podcasting app, click on the link below and make sure you subscribe to the new podcast: Buzzsprout Apple Podcasts Spotify Google Podcasts Amazon Music Stitcher iHeartRadio Podcast Addict Podchaser Pocket Casts Deezer Listen Notes PlayerFM Podcast Index Plus it's also listed on many other platforms so if your preferred platform isn't listed a...
On the Desk Talking Our Best and Worst Investment Ever
October 12, 2021 05:00 - 18 seconds - 257 KBOn 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 Plus it's also listed on many other platforms so if your preferred platform isn't listed above, jus...
On the Couch with Stockbroker Adam Dawes from Shaw and Partners
October 12, 2021 02:00 - 33 minutes - 22.8 MBOn 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's also listed on many other platforms so if your preferred platform isn't listed above, just search ...
Marcus Strategy Tuesday October 12th - Iron ore bounce. Asian Tech bottom. AGMs. Bond yields up. Evergrande bubbles. Market subdued. Dow Futures down..
October 12, 2021 01:00 - 15 minutes - 10.8 MBIf 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 moved on theirs. Aluminium plays rally. Iron ore research views disagree. Asian Tech bouncing. 3rd...
Marcus Strategy Tuesday October 12th - Iron ore bounce. Asian Tech bottom. AGMs. Bond yields up. Evergrande bubbles. Market subdued. Dow Futures down..
October 12, 2021 01:00 - 15 minutes - 10.8 MBIf 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 moved on theirs. Aluminium plays rally. Iron ore research views disagree. Asian Tech bouncing. 3rd...
End of Day – Monday 11 Oct
October 11, 2021 05:00 - 12 minutes - 8.6 MBThe 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 higher with NCM up 1.9% and oil and gas higher with STO up 1.5%. Healthcare a little under the ...
Breakfast Briefing - Monday 11 Oct
October 10, 2021 21:00 - 11 minutes - 7.66 MBUS 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. Commodities firm. Oil up 0.54% US Reporting season kicks off this week. Columbus Day in US...
End of Day – Friday 8 Oct
October 08, 2021 05:00 - 13 minutes - 9.15 MBThe 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. RIO up 4.0% and BSL up 1.7%. Both SFR and OZL had strong bounces and gold miners were slightly hi...
Breakfast Briefing - Friday 8 Oct
October 07, 2021 21:00 - 12 minutes - 8.66 MBThe 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 performing stock on the ASX. Submit your entry for the One Stock Portfolio Competition today.
End of Day – Thursday 7 Oct
October 07, 2021 05:00 - 10 minutes - 6.97 MBThe 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 up 2.6%. Tech stocks were back in demand, APT leading the charge up 3.1% and XRO doing well up...
Marcus Strategy Thursday October 7th - Debt Ceiling relief. Energy prices top out. Market risk reduced. Banks coming up to dividends.
October 07, 2021 00:00 - 12 minutes - 8.76 MBIf 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 the time to look at ANZ, WBC, NAB. A happy-go-lucky day today. Major market concerns seem to be f...
Marcus Strategy Thursday October 7th - Debt Ceiling relief. Energy prices top out. Market risk reduced. Banks coming up to dividends.
October 07, 2021 00:00 - 12 minutes - 8.76 MBIf 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 the time to look at ANZ, WBC, NAB. A happy-go-lucky day today. Major market concerns seem to be f...
On the Desk Talking Long-Term vs Medium-Term Investing
October 06, 2021 22:00 - 30 minutes - 20.8 MBThis 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.
Breakfast Briefing - Thursday 7 Oct
October 06, 2021 21:00 - 12 minutes - 8.8 MBThe 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 soon. Win up to $3000 by picking the best performing stock on the ASX. Submit your entry for the O...
End of Day – Wednesday 6 Oct
October 06, 2021 06:00 - 9 minutes - 6.29 MBThe 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 downgrade. MQG also succumbed 0.4% and MFG dropped 4.1% on another disappointing FUM number. Industr...
Marcus Strategy Wednesday October 6th - Limbo land. CBA sellers. Property Peak.
October 06, 2021 01:00 - 15 minutes - 10.9 MBIf 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 peaking as APRA move to tighten lending rules. Plenty of other bits and bobs today. Henry on Ausbi...
Marcus Strategy Wednesday October 6th - Limbo land. CBA sellers. Property Peak.
October 06, 2021 01:00 - 15 minutes - 10.9 MBIf 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 peaking as APRA move to tighten lending rules. Plenty of other bits and bobs today. Henry on Ausbi...
Breakfast Briefing - Wednesday 6 Oct
October 05, 2021 21:00 - 10 minutes - 7.39 MBDown 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 up to $3000 by picking the best performing stock on the ASX. Submit your entry for the One Stock P...
End of Day – Tuesday 5 Oct
October 05, 2021 05:00 - 9 minutes - 6.73 MBThe 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 down 3.3%. Miners were mixed, golds firmed, GOR up 7.2%, SBM up 5.2% and SLR up 5.7%. Iron ore m...
Marcus Strategy Tuesday October 5th - Volatility up. Market down. Lots of Excuses, one reason.
October 05, 2021 01:00 - 12 minutes - 8.73 MBIf 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 as the top disappeared. We briefly look at the energy sector, the housing market, some broker r...
Marcus Strategy Tuesday October 5th - Volatility up. Market down. Lots of Excuses, one reason.
October 05, 2021 01:00 - 12 minutes - 8.73 MBIf 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 as the top disappeared. We briefly look at the energy sector, the housing market, some broker r...
Breakfast Briefing - Tuesday 5 Oct
October 04, 2021 21:00 - 11 minutes - 7.85 MBThe 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 China closed. Win up to $3000 by picking the best performing stock on the ASX. Submit your ent...