Rare Earth Part 2 Last week I wrote an article highlighting the rare earth sector. The main focus was naturally in Lynas (ASX: LYC) and it was good to see the stock doing well yesterday plus the other stocks that I talked about. Greenland Minerals (ASX: GGG), Armour Residential (ASX: ARR) and Avino Silver & Gold Mines…
SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) The Marcus Today Growth SMA fell 3.02% in September, outperforming the 3.59% fall in the benchmark S&P/ASX 300 Accumulation index by 0.57%. The Growth SMA has risen 5.06% over the past 12 months – outperforming the 9.96% fall in the benchmark index by 15.02% for the period. While…
I received an email from a Marcus Today Member. It said: MEMBER EMAIL: “I am exhausted trying to do my own investment. I’m not sure I enjoy it any more. I keep getting blown up. And as if the results season wasn’t bad enough, then all my technology stocks stabbed me in the back. I…
Times Change “In times of change learners inherit the earth; while the learned find themselves beautifully equipped to deal with a world that no longer exists” – Eric Hoffer, American writer. That was the quote of the day in MarcusToday a little over a year ago. I always enjoy the quote of the day. Some…
In ‘On the Couch’ this week, Henry talks to serial technology entrepreneur and clean energy advocate, Eytan Lenko from Beyond Zero Emissions. Eytan talks us through his ‘million jobs’ plan for Australia, his thoughts on hydrogen and alternative clean energy sources and what sectors should do well as the global economy de-carbonises. Eytan Lenko is a founder of…
Accommodative monetary policy in the face of the pandemic has given many economies much-needed support, and Australia is no exception. We have fared relatively well throughout the crisis and many Aussies, especially from younger demographics, have continued to embrace housing. Last Friday the ABS released its monthly home loan report which showed a record jump…
ASX 200 (ASX: XJO) at seven-month high On Monday the ASX 200 gained 30 points (+0.5%) Taking heart from Asian markets after an uninspiring start Banks driving the market higher. AGM season and quarterly earnings in the US colouring the corporate diary. Tuesday saw the market reach a seven-month high, up 64 points to 6196,…
Rare Earths Part 1: Someone is going to pay for this. Cold War 2.0 sees a new front emerge. Donald Trump has shrugged off CV19 in the space of days. Something that will only add to his aura for his supporters but apart from his return to health, and the theatrics surrounding his helicopter landing…
DEMOCRATIC SWEEP A bit ho-hum today but a major market theme is developing. The Blue Wave chatter has morphed into a new phrase in the newswires – “Democratic Sweep”. This is an image from a US article titled “Wall Street prepares for the blue wave Democratic sweep“. The Bull market is getting ready to emerge.…
Drawing inspiration from Chris’ Chart of the Day this week following his technical appraisal of retail powerhouse Premier Investments (ASX: PMV). A business that has a strong presence in Australia and New Zealand and is growing into new markets including Singapore and the United Kingdom. The Group’s brands include Smiggle, Peter Alexander, Just Jeans, Jay…
