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Some long-term Marcus Today followers will remember the story about a Member who used to work in a Collins Class submarine on weapons systems (computer whizz). When...

Beggars in China with QR codes hanging around their necks and others pleading with matrix-barcoded tins caused a stir when they appeared on Chinese city streets in the...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger (CGF), GPT Group (GPT),...

The market continued to recover today post last week’s savage selloff with some of the higher risk plays, particularly in the commodity space doing well – the Lithium...

Global markets experienced significant turbulence last week, with the Dow experiencing falls not seen since 2008. While in the moment these falls might seem unusual,...

The most important data in the report was that margins didn’t expand as much as the “Whisper number” thought they would. Firstly, what is the “whisper number?” Most...

Over the past 15 years Australian house prices have been on an incredible run, resulting in Australian households becoming some of the most indebted in the world. So...

With around 8,000 small caps to choose from around the globe, narrowing down that universe is a key part of successfully investing in this area. Edward Rosenfeld,...

Last week the CBOE S&P 100 Volatility Index (VXO – Original VIX) had a 1 day increase of over 50% on 2 occasions. Since the inception of the VXO in 1986, 1 day gains...

Although confronted with a maturing growth cycle and the likelihood of more modest returns, the catalysts typically leading to past downturns appear largely absent -...

In the Muster, we round up our current views on key agri and FMCG themes and stocks, this month asking whether we are at the bottom of milk powder pricing (a key...

A fairly choppy session for Australian stocks today with early weakness being largely offset from afternoon buying in the resource names - BHP and RIO both up 1.48%,...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including JB Hi-Fi (JBH), Bendigo & Adelaide Bank...

When Australians travel we like to explore the unfamiliar. We’re quick to purchase the latest gadgets and we crave international brands. In the corporate world, many...