Into the Relapse Zone

AN INTERESTING THOUGHT Into the Relapse Zone – We are coming into the “Relapse Zone”, the period after restrictions are lifted – in particular, the market is interested in the experience in the US and UK. The world is watching to see if they have lifted lockdowns too quickly (as looks likely). You can track…

The lucky country

A WIN FOR AUSTRALIA You may have read that the AOFM (Australian Office of Financial Management) just pulled off the biggest bond issue in Australian corporate history. They just sold $19bn of November 2024 Government Bonds. The initial issue size was $13bn and they saw $53.5bn worth of bids at a coupon of 1.02%. There…

Are we back in a bubble?

The ASX 200 recovered a 101 point fall to close up 19 yesterday. An Australian win on a Government bond issue (see below) helped the turnaround. But we will be tested today. That's two days of the US market falling 2% a day. Corrections start fast. Momentum fading. This is the ASX 200 chart –…

50 Trades of (mostly) Green

It was a very exciting week for the Trading Ideas section when we finished our first 50 stocks. We closed four winning positions in Elders (ASX: ELD), Nextdc (ASX: NXT), Accent Group (ASX: AX1) and Appen (ASX: APX) – the latter being a juicy winner with a gain of almost 12%. It was rewarding to see the work and trade…

MT Compound Calculator

Our Compound Calculator will let you see: How much you should be saving regularly for your goals and/or retirement How much compounding increases your savings with little to no hassle How to calculate your compound interest “Compound interest is the 8th wonder of the world. He who understands it, earns it; he who doesn’t, pays…

BUY HOLD SELL – Afterpay (ASX: APT)

Afterpay (ASX: APT) traded as low as 801c in March and now trades back towards 4000c, the question on everyone’s lips is, ‘is it too late for me to buy APT?’ Tied up in the answer is how macro headwinds and COVID-19 will influence the BNPL sector. Commentary surrounding the BNPL sector and the influence…

Telling it as it is – ETFs

We have been working away behind they scenes on an exciting new education offering. This is one of the sections that will be in there that "Tells it as it is" about Exchange Traded Funds. All will be revealed in due course but if you would like to be the first to know then email…

Marcus Today SMA | April 2020 Update

After two months of market turmoil, we finally saw green again. Despite the world remaining in a state of covid-19 lockdown, with hospitality, travel and retail in purgatory, a market recovery was the story of April. FUND PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) *Marcus Today/Thompson Reuters | 08/04/2020 | Details correct at time of publication.…

A Rant

A RANT Got caught on the ABC Radio Adelaide this morning. They were talking about the boom in online broking accounts that CommSec are reporting and ASIC is warning about (being conservative is their job). Of course there’s been a boom, everyone’s looking for something to do in isolation plus we are in the middle…