Now its not a criticism, it is an education – at the bottom of the research in the disclaimers they will tell you (a lot more plainly than most brokers) that they have done corporate deals for the following small companies UWL GSS MSB A4N NIC BYE PBH MAD CBR – in other words they…
On the Couch with Henry Jennings and Julia Lee This week we have another returnee to the couch, consummate professional and great friend of Henry – Julia Lee. Julia Lee is the Chief Investment Officer at Burman Invest. She has 20 years of experience in financial markets. Her passion in markets is in combining fundamental…
THE REALITY OF PUTTING YOUR MONEY IN A BIG INDUSTRY OR OTHER SUPER FUND There are a couple of lessons to be learned from the recent correction. The first is that most fund managers do nothing and did nothing. And that's a fact of life for anyone in big industry and super funds. It’s not…
Some long-term Members might remember the story about one of the Marcus Today Members who used to work in a Collins Class submarine on weapons systems (computer whizz). When they surfaced he would download stock-market data. When they submerged he would spend many hours of idle time back testing numbers looking for patterns in share…
If making money in the market is about buying when the balance of probability is in your favour, in individual stocks, then your odds are always going to better if you 'play' in stocks that are moving from bottom left to top right (BL2TR) on a chart, not top left to bottom right (TL2BR). This…
Rising case numbers in the US don’t seem to be upsetting the markets. No-one seems to care in the US. One colleague got a text from a cousin in Washington DC yesterday saying that “everyone is just getting back to normal and they’ll handle the virus if they get it”. Here we are in Victoria…
On the Couch with Henry Jennings and Stockbroker Adam Dawes Part II Back on the couch this week Henry is talking to his old buddy and long time stockbroker Adam Dawes from Shaw and Partners. A repeat offender on the couch, but a popular request to come back. This week Adam and Henry talk some stocks he…
VISUALISING A Livewire article that captured my interest. Chad Slater from Morphic Asset Management talking about visualisation – he starts with this: "Back in high school, lacking both high levels of coordination and physical size, I ended up picking cross country and middle-distance running as my sports. One of the coaches was particularly keen on…
THE FLYING FERRET I used to own a greyhound. Well, a bunch of us did actually. It was a yuppie post-university indulgence organized by one of the West End wide boys I worked with in my early stockbroking days in London. He had picked out an Ad in the Greyhound Star for a ‘Sales Trial’…
