Marcus Today

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...