Normal is Great

Newsletters are a cyclical business and all of us in the industry know that when the stock market turns down things will become harder for all of us, for Members and their investments and for Marcus Today as a business. Thankfully most corrections are short and sharp (the GFC was 18 months long which is…

Signs of the Top

Signs of the top are things that, (only) in hindsight, will make it obvious that the market was coming up to a top. Things that in the cold light of a correction will blatantly reveal that investors, if not the world, had lost their objectivity. Things that the Man in the Moon can see but…

BUY HOLD SELL – Home Consortium (ASX: HMC)

HomeCo (HMC) was born from the failed Master’s entry in 2016. It has managed to establish itself in the top 40 performers of the All-Ords index in the last six months. Since listing, it has been the best performing company in the ASX property index.  It currently manages a ~$2 billion property portfolio and is…