I’m feeling just a little bit more optimistic for the first time in months. There may be just a chink of light at the end of the tunnel. If Victoria can get its house in order Australia might just achieve some degree of a new normality. I know we can’t expect to return to the…
We helped you through reporting season with Marcus Today Reporting Season Guide, where we called winners in AMP and JBH. Plus, a bearish outlook on NAN saving some from their recent slide. As always, it wasn’t all beer and skittles, with A2M falling sharply since reporting against our positive outlook. Take a look at how…
‘Superannuation is for the long term’. I wonder how many people react as I do to that statement. I immediately have two reactions. The first and most obvious is that at 82 with 83 approaching at an alarming rate there is no long term for me. It’s a case of living for the day, week…
One of my daughters has been looking for a casual job and one came up at PetBarn yesterday packing online boxes. Her response was “I’d better apply before JobKeeper ends and everybody else starts looking for a job”. Clever girl. Getting ahead of the curve. The same applies in the stock market. Assume everything everybody…
It’s amazing how a simple and apparently insignificant thing can have such an amazing impact on life. When Victoria declared mask wearing to be mandatory I thought that’s OK not a big issue if it helps solve the problem. I had no idea how it would change things. Ever since working briefly in Libya and…
The concept for this article has been unashamedly stolen from Warren Buffet although it has been given an an Australian flavour. He expounded the US version in a speech in 1984 commemorating the fiftieth anniversary of the book Security Analysis by Benjamin Graham and David Dodd, the bible of value investing. He called his speech…
In a new series of podcasts Marcus introduces Peter Harold, a long time friend and the CEO of Poseidon Nickel to talk about the nickel price, gold, resources, abalone, WA and the prospects for this exciting nickel explorer. Enjoy! Elon Musk asking for more nickel… “Nickel consumption in EV battery materials is expected to soar…
One of our members retired at 50 to become a full-time trader, hoping that he could shrug off the rat race and the typical work sleep work life. Fifteen years later he is still 'retired' and still trading full-time. After 15 years of investing, he calls it what it turned out to be, trading not…
International investors are thought to hold anywhere between 35% and 45% of the Australian market and the money is ‘mobile’, in other words it is held in the hands of fund managers, like Fidelity, whose offices are in New York, or London, and their benchmarks are global stock-market indices (mostly MSCI indices). Australia has been…
