CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST
Today we talk about getting comfortable with the market after four years of constant anxiety. In two weeks the investor's world has become a much more predictable place. At this point we do not have an overvalued equity market (maybe the US has but not us), we are on a trajectory back to a pre-pandemic normality, with the adults back in charge in the US. And our baseline is an Australian equity market that is not overvalued but could, in some sectors, be offering a multi-decade buying opportunity. We talk today about some positive vibes for regulation, the economy and the banks and include all the bank sector research which is now saying they are overbought having spent the last year oversold.