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…
On the Couch with Henry Jennings and Alex Pollak This week in ‘On the Couch’, Henry is chatting to Alex Pollak the CIO and founder of a global technology fund, Loftus Peak. Alex has over 25-years experience in investing in disruptive business models and was instrumental in bringing both SEK and CAR to the market.…
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…
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 –…
On the Couch with Henry Jennings – Arbitrage, Hedging and 3 Stocks This weekend Henry is on the Couch with himself – what you may not know about Henry is that he used to run a multi-million dollar book at a major investment bank involved in index arbitrage and hedging. For those of you looking…
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…
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…
SPI down 7 but Dow Futures down another 300. A few strategy points to make this morning. TECHNICALLY One bad day…or a new trend – Friday’s 5% drop at first sight risks being the start of a bigger correction (corrections start fast) although all Friday did was negate the previous two days and whilst one…
