THE MACHINE Hands up who remembers the Hayne Royal Commission into the Banking Industry? You must remember it? Surely it was game-changing. All those banking chiefs heading to Canberra and court wearing hair shirts, saying sorry and falling on their swords? Remember that? Remember ‘thingamabob’ from CBA resigning and ‘whatshis’ name from WBC finally going?…
This week On The Desk, Tom presents a sector to buy and a sector to sell as we approach results season, Chris takes us back in time with a review of Reminiscences of a Stock Operator by Edwin Lefevre, and the guys face off in another Buy or Sell lightning round. Why not sign up for…
If you Google the title “How much do you need to retire” you will see hundreds of articles on the subject, most of which have been written by financial planners, fund managers and accountants. The Marcus Today ‘community’ has many financially sophisticated (and unsophisticated) retirees in its ranks many of whom have already experienced decades…
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…
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…
