Abd Er-Rahman III of Spain

 “I have reigned for 50 years in victory and in peace, beloved by my subjects, dreaded by my enemies, and respected by my allies. Riches and honors, power and pleasure, have waited on my call, nor does any earthly blessing appear to have been wanting to my felicity. In this situation, I have diligently numbered…

Retirement Today…by Harold

For those of you who are new members to the Marcus Today newsletter you might notice that on Fridays we carry articles by our resident retiree Harold. Harold is a friend of mine from the Black Rock Sailing Club, he is a very competitive, experienced and capable sailor sailing Sabres. This was me trying to…

Diary of A Free Man

One of our members retired at 50 to become a full-time trader, hoping that he could shrug off the rat race and the typical work sleep work life. Fifteen years later he is still 'retired' and still trading full-time. After 15 years of investing, he calls it what it turned out to be, trading not…

Why the Aussie Dollar Matters

International investors are thought to hold anywhere between 35% and 45% of the Australian market and the money is ‘mobile’, in other words it is held in the hands of fund managers, like Fidelity, whose offices are in New York, or London, and their benchmarks are global stock-market indices (mostly MSCI indices). Australia has been…

Trading Ideas Explained

The Trading Ideas section of your report acts exactly as the name suggests; as an area to help generate opportunities. The ideas will have a technical bent, but be supported by fundamentals. For example, we might run a filter for stocks that are showing price momentum and then look at each of the names which…

At What Cost

The cost of the Covid19 virus worldwide is huge.  Some, mainly from my generation, pay with their lives.  Others pay with their jobs, their businesses, or with their mental health.  The government is paying a fortune supporting people who have lost their jobs and can’t feed the family and pay their rent or mortgage.  Money…

Weekly Sector Charts

Comments by Ben O'Leary – Portfolio Manager ASX 200 Heikin-Ashi chart – Threatened to break higher but the rally is evaporating, and the index is ultimately still trading sideways. Economic numbers a dulling the hopes of a V-shaped recovery despite the US getting back to work. Still waiting for the break one way or the…

The Afterpay Juggernaut

WHAT IF I TOLD YOU…? …that a company that makes no profit and has risen 600% plus from its lows in March, is raising $800m and the two company founders were selling $250m worth of shares and potentially more to come in November. Of the $800m in fresh equity, $650m will be sold through a…