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Insights

Marcus Today

Stay up-to-date with the latest stock ideas from industry experts Marcus Today.

Latest insights

Be careful what you wish for

Henry Jennings from Marcus Today says while Australia may have dodged the ‘tariff tornado’ we aren’t in the clear. Here he details which stocks could take a hit, and which ones could come out on top.
04 February 2025 3 min read

Fortune favours the brave. Or maybe it’s a fool and his money?

As 2024 draws to a close, Henry Jennings from Marcus Today takes a look back at markets and starts to ruminate on the trend that will take up the mantle in the year ahead.
02 January 2025 2 min read

Is it healthy for capital markets to be absolutely fixated on Team USA?

Henry Jennings from Marcus today says sometimes it pays to take a step back, suggesting the sensible way to diversify your portfolio may not be with US investments, but with local ASX listed companies instead.
28 November 2024 3 min read

Is the ‘Santa Rally’ at risk?

Majority of the risk events are in the rear-view mirror, and historically markets tend to get all jolly at Christmas and rally into the end of the year. Henry Jennings from Marcus Today though wonders, if everyone is expecting it, does it happen?
05 November 2024 3 min read

Henry Jennings on his favourite moments from nabtrade’s Investor Room

The veteran stock picker finds potential winners from the event’s best speakers
13 October 2024 3 min read

It’s all about the KISS principle

According to Henry Jennings at Marcus Today, the power of ‘compound interest’ in the markets is the most powerful force in the universe. He says, if it’s good enough for Einstein, its good enough for him.
01 September 2024 3 min read

The ‘madness of crowds’ will win every time

US markets went from the ‘Great Rotation’ in July to the ‘Great Correction’ in August. Henry Jennings from Marcus Today highlights history & patterns are paramount and says times of market turmoil can be portfolio defining.
07 August 2024 2 min read

Sell in May and go away?

Henry Jennings argues the case for embracing risk and how to control, quantify and embrace it.
07 May 2024 3 min read

Forget lithium – we’re going for gold!

Henry Jennings asks whether gold can go higher for longer and stocks in the sector worth considering.
04 April 2024 7 min read

The great debate – vanilla or hokey-pokey?

Henry Jennings asks whether the demand for ETFs will take the joy out of investing
06 March 2024 8 min read

Is uranium going to boom and bust?

Henry Jennings asks whether the demand for nuclear power can last.
05 February 2024 7 min read

A fairytale of New York (NYSE and the Nasdaq)

Henry Jennings details the year that was in his own inimitable style.
15 December 2023 6 min read

Three stocks that you should consider for your Xmas stocking

Henry Jennings shares the gifts he wants from Santa.
13 November 2023 6 min read

Planning for the financial and emotional side of retirement

Henry Jennings explores money and the four stages of retirement.
03 October 2023 7 min read

What we’ve learned from reporting season

Henry Jennings discusses the winners and losers from August’s results.
04 September 2023 5 min read

Henry Jennings’ reporting season outlook

A ship in harbour is safe, but that’s not what ships are built for.
06 August 2023 7 min read

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