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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.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 fading. China starts trading again tomorrow (Evergrande may come back on). US jobs numbers the focus on Friday.
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 peaking as APRA move to tighten lending rules. Plenty of other bits and bobs today. Henry on Ausbiz at 12pm.
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 - not over yet. And what “Speculative Buy” recommendations really mean.
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 you decide what to do.
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 include Incitec Pivot, A2 Milk and IAG.
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 will open by Christmas. I've included a couple of ideas for the brave trader today. And much more including a roundup of what the Fed said.
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 traders. We also explain what the dot plot is. It will be updated at the FOMC meeting tonight.
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.For the first time in months the market has found an excuse for a sell-off. Evergrande is the problem but it's the uncertainty that is the killer. No-one knows who is exposed and where the tentacles of contagion will reach. Or whether the Chinese will save the situation tomorrow. With US markets trading at the highest PE since the tech boom, it doesn't take much to puncture the bubble. Today's podcast explains Evergrande and gives you a clear strategy on what to do next. Also look out for the ON THE DESK PODCAST today.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCASTWe are back on track this morning after the 134 point fall yesterday. Wall St's 500 point fall on Friday has been followed by a 500 point rise on Monday. It looks like that 1000 point Yo-Yo was a "Quadruple Witching" effect rather than a "Sell everything the Fed are going to taper" panic. It's been a good lesson in not over-reacting in the short term. To cut through the short term to get to the themes that matter in the long term I invite you to send me your Post-It Notes today with your investment insights for the next year. In other events we have UBS selling RIO, Morgan Stanley selling the CBA and a Bitcoin Death Cross (too late guys). Jerome Powell speaks on Wednesday night. BOJ, BoE and ECB Central Bank meetings this week.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCASTPlenty 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 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 experience, and you can find the video with all the charts included in today's newsletter on the Marcus Today website. If you aren’t already a subscriber you can of course get a free trial on our website to check it out by clicking on the above link.
This is an introduction to ETFs by Marcus Padley author of the Marcus today daily stock market newsletter. This podcast is a teaser for our online 'Telling it as it is' Stock Market Education Course which will be launched later this year. It really needs to be listened to with the spreadsheet on ETFs open in front of you. That spreadsheet is available to our Members in the newsletter today on the ETF page in the main newsletter. For Non-Members you can CLICK HERE or go to the Marcus today website (www.marcustoday.com.au) and sign up for a FREE TRIAL for 14 days and you too will find the spreadsheet available on the ETF page published in today's newsletter along with other ETF resources. If you would like us to contact you when the Marcus Today Online Education course is ready to go please email Katie at katie@marcustoday.com.au with the subject line EDUCATION COURSE and she will contact you before the launch. Meanwhile...Enjoy!
The ASX 200 is down 18 points (-0.3%) in a dull day of trading so far. Sectors are mostly down. Tech and ASX200 Banks are up 0.1% and 0.2% respectively. Gold losing yesterday’s gains, down 2%. Resources and Energy both down 0.4%, with Defensives also taking a hit. Info-Tech having another dull day, only up 0.1%, with the All-Tech Index down 0.2%. Banks moving higher with the Big bank Basket up 0.3% to $180.99. BrainChip Holdings (BRN) falling 6.1% after announcing a Capital Call Notice to sell 30m shares. City Chic Collective (CCX) continuing their demise, down 3.4% after broker updates. Consumer Confidence has increased to 87.4 in December, but still remains well below the neutral level. Australian CPI Numbers tomorrow. US CPI Numbers Thursday night. US results season starts Friday - we're doing a Diary today. Dow Futures are down 64 points, and NASDAQ Futures are down 37 points.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
The ASX 200 is up 104 points (+1.5%) following yesterday’s violent swing after BoJ’s unexpected changes to bond yield bands. All sectors are up, with Gold leading the way up 5%. The resource sector is the best performer, Metals, Materials and Resources are leading the market higher. Interest rate-sensitive Tech is also up 1.9% with the All-Tech Index up 1.5%. Defensives are all up, Staples, Telecoms and Healthcare 0.7%, 0.6% and 0.6% respectively. TPG Telecom (TPG) is down 3% after the ACCC blocks TLS regional network deal. European Lithium Limited (EUR) is up 15.3% after signing offtake agreement with BMW. The agreement grants BMW the first right to purchase 100% of the LiOH produced from the identified resources at Wolfsberg. Dow Futures are up 135 points, and NASDAQ Futures are up 42 points.
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Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activityWhy not sign up for a free trial? Get access to expert insights and research.Become an informed investor today; thousands of member cannot be wrong.Use Promo Code: PODMT - Subscribe Today!
Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activityWhy not sign up for a free trial? Get access to expert insights and research.Become an informed investor today; thousands of member cannot be wrong.Use Promo Code: PODMT - Subscribe Today!
Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activityWhy not sign up for a free trial? Get access to expert insights and research.Become an informed investor today; thousands of member cannot be wrong.Use Promo Code: PODMT - Subscribe Today!
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