Rising case numbers in the US don’t seem to be upsetting the markets. No-one seems to care in the US. One colleague got a text from a cousin in Washington DC yesterday saying that “everyone is just getting back to normal and they’ll handle the virus if they get it”. Here we are in Victoria…
On the Couch with Henry Jennings and Stockbroker Adam Dawes Part II Back on the couch this week Henry is talking to his old buddy and long time stockbroker Adam Dawes from Shaw and Partners. A repeat offender on the couch, but a popular request to come back. This week Adam and Henry talk some stocks he…
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 one of the West End wide boys I worked with in my early stockbroking days in London. He had picked out an Ad in the Greyhound Star for a ‘Sales Trial’…
I was in London in 1987, in October, during ‘The Crash’, I was on the institutional desk of one of the big brokers. We still look back and wonder why it happened. There were a string of reasons in hindsight. The Big Bang. The introduction of computer trading. Or just an extreme moment for ‘the…
Henry Jennings I have written on the delights of having a small hedge in times of trouble and have had many emails asking for what level of hedging you should have? The answer is easy. It depends. Very JP Morgan when asked about where he saw the markets going. ‘It will be volatile’. The question…
FUND PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) *Marcus Today/Thompson Reuters | 08/05/2020 | Details correct at time of publication. Past performance is not a reliable indicator of future returns. As of May 31 the Marcus Today Growth SMA is up 24.49% from the low on March 24 and is now up 3.35% since CV-19 hit…
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 caused proved to be a fabulous opportunity instead. How have we outperformed? And why have we locked it in? At the risk of letting out our Secret Herbs…
On the Couch with Henry Jennings and Stockbroker Adam Dawes This week Henry has another good friend of his from the old Sky Business days, Adam Dawes one of Shaw and Partners Senior Investment Advisors and long time stockbroker. Adam is a very successful private client broker that many of you will have seen on TV –…
On the Couch with Henry Jennings and Regina Meani This week Henry’s guest is a technical analyst with a serious pedigree. Most members of Marcus Today will know that Henry is not a technical analyst. Being colour blind does not help. But many follow Technical Analysis and it is a significant part of investment timing.…
On the Couch with Henry Jennings and Martin Crabb CIO of Shaw and Partners In this week’s podcast, Henry is On the Couch with Martin Crabb, the CIO of one of Australia’s broking success stories Shaw and Partners. Martin talks about why we have such a disconnect between economic reality and the market rally. He also…
