Rare Earths Table

Mining the ASX for Rare Earth Stocks

Rare Earths Part 1: Someone is going to pay for this. Cold War 2.0 sees a new front emerge. Donald Trump has shrugged off CV19 in the space of days. Something that will only add to his aura for his supporters but apart from his return to health, and the theatrics surrounding his helicopter landing…

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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…

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don t short the blue wave

Don’t be short

DEMOCRATIC SWEEP A bit ho-hum today but a major market theme is developing. The Blue Wave chatter has morphed into a new phrase in the newswires – “Democratic Sweep”. This is an image from a US article titled “Wall Street prepares for the blue wave Democratic sweep“. The Bull market is getting ready to emerge.…

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Premier Investments (ASX: PMV) buy hold sell

BUY HOLD SELL – Premier Investments (ASX: PMV)

Drawing inspiration from Chris’ Chart of the Day this week following his technical appraisal of retail powerhouse Premier Investments (ASX: PMV). A business that has a strong presence in Australia and New Zealand and is growing into new markets including Singapore and the United Kingdom. The Group’s brands include Smiggle, Peter Alexander, Just Jeans, Jay…

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On the Couch with Henry Jennings and the Ellerston Micro Cap Team

On the Couch with the Ellerston Micro Cap Team

On the Couch with Henry this week are Ellerston Capital Australian Micro Cap Fund Managers David Keelan and Alexandra Clarke. The Fund has returned 24.10% pa since inception on May 1st 2017. The Fund is an actively managed portfolio of Australian listed smaller company securities. The fund is made up of a portfolio of between…

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Growing Old

Seeing ourselves as others see us. As we age we have to deal with changes which are not just financial.  I first realized this whilst I was still working full time.  After a project meeting I caught a tram along St Kilda Road to travel back to the city.  The tram was full as usual. …

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Role Reversal

Role Reversal One of the best things about our retirement has been the time we spent with our two granddaughters.  It would have been good to spend similar time with our two grandsons but they lived in Perth so it wasn’t just a short drive up the road.  It all began when the eldest granddaughter,…

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