In our first episode of ‘On the Couch‘ in 2022, we catch up with Nick Griffin (CIO) of Munro Partners and James Tsinidis (Portfolio Manager) and we talk decarbonisation, and how to get set for this huge change that is coming. Plus, as markets melt down across the globe, we ask Nick and James what…
BHP Unification. If it was that clear we wouldn’t be writing about it. So, let’s explain. First of all – WHY IS IT HAPPENING There is a lot of fluff about changing the structure to provide a simpler and more agile company but that’s the marketing. The real reasons include: Because as a common…
Exciting New Segment! A bit of a change in format this week for the guys On The Desk, with a market update from Chris, an outline of the biggest risks and opportunities present in the market from Ben, a deep dive into BHP from Tom, and an exciting new segment – A Buy or Sell…
The gents are back on the desk for the first podcast of the year, diving straight into a hypothetical question that could set you up for a great 2022 and beyond – What is the best way to invest $10,000 on a 1-year, 10-year and 30-year time-frame? Tune in to hear the their strategies and…
The nickel price has been on a significant rally for some time. The contract on the London Metal Exchange (LME) jumped to its highest since August 2011 in recent days. Sharp gains in the price have been fuelled by rising demand and shrinking inventories worldwide but the bigger picture is the electric vehicle theme and…
I put this ASK MARCUS button in the newsletter on Tuesday. I have had quite a few. I will answer the questions that I think will be of most interest to other Members. Sorry if I don’t get to yours (so many!) – I have taken a bit of artistic licence and doctored some of…
It’s a great shame we don’t talk openly about Money. They used to, but not these days. These days dinner ends and we turn on a reality show where the celebrity apprentices have to lose weight, cook, build a block of flats and be breathalysed on the way to their own Wedding to someone they’ve…
Telstra (TLS). Not a stock that needs much of an introduction and one that draws many conflicting opinions. Almost everyone has a view on TLS and if we are going off the share price performance from the last 20 years, most would likely have a neutral to negative appraisal. The share price doesn’t include dividends…
If you have any predictions of your own please email them to marcus@marcustoday.com.au and I will compile them for an article on our return. GUARANTEED PREDICTIONS FOR 2022 That 99% of strategists in the US and Australia will forecast the market going up 9% next year. Here’s why: That all the strategy projections will be…
There is a well-known investment theory of mean reversion. What were dogs one year becoming superstars the next. It is something we have adopted in the Marcus Today newsletter with some of our so-called ‘Corona Packs’. These are six-packs of stocks that cover a theme or sector, and give investors a more concentrated and focussed alternative…
