The white whale of the asx

The White Whale of the ASX

MOBY DICK Fair to say its not an easy book to read. In my youth, I tackled some of the classics, mainly because I had to, I did English Literature at school back in 1980 and Melville’s classic was always one that proved just too hard to get into. I have watched the film and…

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Key themes for 2021

Key themes and risks for 2021

KEY THEMES FOR 2021 The highest probability prediction is that the themes that are trending at the moment will continue to trend. There is no point us heading off down some lonely contrarian road just because it’s 2021. Believe what is happening now, invest in that and the odds are that you will be more…

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Livewire Q&A

Livewire Q & A

Marcus spoke to Patrick Poke from Livewire Articles for a two part Q& A  with some great insights. Prepare for a quiet bull market In the first Q&A, Marcus contrasts his experience of broking with that of managing funds, shares some of the key themes to watch in 2021, and explains how he’s positioning portfolios…

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BUY HOLD SELL – IVE Group (ASX: IGL)

IVE Group (ASX: IGL) – Scanning through the ALL ORDS spreadsheet for the top performers over the last month, IVE group stood out as one that has flown under the radar. Up an impressive 380% since its March low. Solid fundamentals and a recently simplified business structure.  It is essentially a marketing company. The tagline from the website adds a bit more gloss and flavour but that is the long and short of it. Catalogue production/letterbox…

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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…

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The Top 10 Articles of 2020

The Top 10 Articles of 2020

2020 is coming to an end. What a year it has been. It has been described as a hot mess, inside a dumpster fire, inside a slow-motion train wreck. Obviously, little has gone to plan. If someone at the start of 2020 was to tell you that you would spend the year inside your house,…

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