Marcus Today

Outperforming a rising market is no mean feat. It has no costs, reinvests all dividends the moment they’re paid, and is 100% invested at all times. According to Marcus...

Anyone who's been around markets for a while will have heard the adage that "it's not timing the market, but time in the market, implying that market timing is...

PE ratios, return on equity, net debt-to-equity. All these ratios and metrics are popular among investors, many have a favourite. But how much use are they really? Not...

The big drop in our market on Wednesday (19/5/2021), down -1.9% taking the ASX 200 below 7000 again, is being blamed on “inflation” yet again, in which case there is...

Many things in the share market say one thing but mean another. Like these for instance: Research-speak Buy – It’s a large listed stock that could possibly...

Mike Tyson once said “Everybody has a plan until they get punched in the mouth”. This year we survived being punched in the mouth. In fact, it was a great year from an...

For a bit of insight into the recovery potential of certain sectors here are some charts showing what I have called “Recovery triangles” which show how far a sector...

This is yesterday's Strategy podcast from Marcus at Marcus Today - this was our initial reaction to the Vaccine news - the podcast, which we do daily for Members,...

The Blue Wave chatter has morphed this week into a new phrase in the newswires - A “Democratic Sweep”. This is an image from a US article titled "Wall Street prepares...

Remember when debt was debt. Those were the days. When if you didn’t have the cash you didn’t buy anything. When there was a thing called “Saving up”. Remember that?...

The concept for this article has been unashamedly stolen from Warren Buffet although it has been given an Australian flavour. He expounded the US version in a speech...

Are you a sensible investor? Then you are almost certainly having a few thoughts about technology stocks, including regret, regret at not holding technology stocks,...

Can't Recommend A PurchaseThe broking house I worked for in 1990 lost their number one rated media analyst. We were in the UK and he had just written a brilliant ...

THE FLYING FERRET I used to own a greyhound. Well, a bunch of us did actually. It was a yuppie post-university indulgence organized by...

The Growth Portfolio we manage for our investors and Members ($55m) has outperformed over the COVID-19 outbreak. For us COVID-19 was not a disaster, the volatility it...

Update - Friday 12/6/2020 - since this article was written we have started to make some significant asset allocation decisions - we want our Members and investors...

HOW TO PLAY THE RECOVERY TRADE The hopes for a vaccine sent the Dow up 911 or 3.85% on Tuesday - the market was flying along with its hair on fire. The S&P 500 was up...

Wall St up again. It's a wonderful thing. But it's a technology sector thing in the US and as you all know, our technology sector is not big. Theirs is. Here is a...

Still nervous? The market fell (panicked), rallied (regained sanity) and then peaked again last week. In response to the latest 'top' we ran our cash up again, to...

The vibe is changing. It’s been a great rally but I can see (on the charts) and hear (in the headlines) the herd stopping to think about what’s next and it’s...