Podcast Archive
Podcast Archive
Marcus Strategy Wednesday 13th January 2021
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We are into the Confession Season and it cuts both ways - PMV up 13% today as they tell us to expect great results in February (earnings up 75-85%). All retailers flying today in anticipation of similarly good results this time around. Pandemic beneficiaries (online anything, retail, motor stocks) are going to be reporting on their best six months in history just as the pandemic victims (tourism, travel leisure, gambling, REITs, energy) report on their worst six months in history. Iron rote results should also be stellar. Cur regular results article "Blow up or go up". A few stock comments today. Some Technical observations, and some reasons to be fully invested this week.