The word ‘Trader’ will mean different things to different people but the best place to start would be by saying what a trader is not. It’s not getting up at 10 am Walking out to the sundeck of your yacht, opening your laptop, hitting buy or sell a couple of times and then retiring…
We have looked through the details of the Phase One trade deal and despite spending last year exasperated by the unwelcome uncertainty and volatility that trade ‘news’ and Trump’s delivery of it caused, the conclusion from reading the trade deal is that however badly/annoyingly Trump has handled the news flow (a more efficient President might…
Family Christmas lunches provide a range of entertainment. This year was no exception. From eccentric aunties discussing their timeshare purchase, to the excitement of a 3-month old baby cousin being introduced to their extended family for the first time. Then there was that nice glass of Penfolds that spilt on the new couch and wayward…
Day three back at the desk – time for a round up of what to expect in 2020. US Central Bank policy was the biggest issue in 2019 and still is the biggest issue – Last year’s stellar performance from the bond and equity market was driven by the US Federal Reserve’s dovish pivot point…
The toughest part of analysing a company is sourcing the data. Essentially you have two options. You can painstakingly trawl through company reports and compile the numbers yourself, or you can pay a (sometimes very hefty) subscription to a company that will source and compile it for you. To make things easier for you we’ve…
One more day until the Christmas holidays. Well, for most people, the Marcus Today desk will of course be operating. “Whenever the market is open we’re open” says Marcus. Blimey. This is my third year working with Marcus and the Team and as tradition has it, before we all head off to the annual Christmas…
You may have seen my article on Livewire this weekend which talked about some of the common traits and mistakes, as well as the heroics we see when we do portfolio assessments for financial planning clients, mostly portfolios that have been managed by SMSF Trustees in isolation. Our portfolio assessments provide people with a bouncing…
“Sophisticated investors are people who have a level of wealth and or expertise in the market that excuses the seller of a financial product from the regulatory duty of care. Sophisticated investors are deemed to be smart enough or big enough to look after themselves. Someone with savoir-faire”. Well, in many cases, that’s a laughing…
Tom Wegner It’s a pleasure to write for you all this morning, my name is Tom and I have been working alongside Marcus, Henry and Chris for 3-years now (I do all the hard work, they take all the glory). I am 25 and I live with my twin brother Liam. At the moment I…
The oil price is ticking up after the OPEC+ (OPEC plus Russia) meeting in early December, which saw Saudi Arabia push for the deepest production cuts in a decade. Oil up 2%. OPEC pumps 40% of the World’s oil. They increased production cuts by 500,000 barrels to 1.7m barrels a day – 372,000bpd by OPEC…
