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Insights

Marcus Today

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

Latest insights

Reporting Season: Welcome to the Minefield

No prisoners. This is the stage of the cycle where companies need to deliver revenue, cash flow and earnings, not simply hope and promises. Those days are over.
06 August 2026 3 min read

Bull or Bear

Is the tech sector too good to resist?
09 July 2026 3 min read

The Kennel Club

Why 2026 has been the year of the dogs and how we are set to see a tech sector rally.
04 June 2026 3 min read

It’s all a game!

Why traders should try to ignore the noise and make friends with volatility.
06 May 2026 3 min read

Sometimes the hardest thing to do… is to do nothing

Henry Jennings from Marcus Today says even with a resolution in the Middle East, every risk to markets won’t just disappear. The danger? In the wash up markets will go back to focusing on the underlying issues which have not been solved and now, could potentially be even more significant.
08 April 2026 4 min read

Summer Lovin – Happened so fast!

We have come to the end of the reporting season, and it is fair to say it has been another volatile period. But this year, Henry Jennings from Marcus Today says the “Killing Season”, has actually turned into the Summer of Love!
04 March 2026 3 min read

‘May You Live in Interesting Times’

The Chinese have a saying: may you live in interesting times. In the West, we quote it like it’s wise and philosophical. In China, it’s closer to an insult. And right now, we are absolutely, undeniably, living in “interesting” times.
04 February 2026 4 min read

Taking a look back, to adjust for the future

It’s time to take stock. Henry Jennings from Marcus Today says just because the date rolls over from December 31 to January 1 doesn’t mean the trades that worked in 2025 suddenly won’t work in 2026. Here he breaks down what was for markets in 2025 and some key themes ahead in 2026.
18 December 2025 3 min read

It’s beginning to look a lot like Christmas……

2025 is coming to a close. For markets, it was a wild year, but equities remained relatively resilient. Henry Jennings from Marcus Today takes a look back at the year that was and if we can extrapolate what we’ve learned into 2026.
03 December 2025 3 min read

Does It End with a Whimper, not a Bang?

The risks of a bubble bursting are real — but so too are the chances of a market melt-up. Henry Jennings from Marcus Today says it seems the biggest threat to this bubble isn’t macro or political — at least not yet — but valuations and concentration.
04 November 2025 3 min read

Is this the real life or is this just fantasy?

AI is everywhere. Stock prices are soaring, valuations are stretching, and the headlines scream “bubble.” But is it really the dot-com 2.0? Henry Jennings from Marcus Today says yes, AI is here to stay, but in the race for profits, strategy and patience will distinguish the winners from the herd.
07 October 2025 3 min read

The Thursday Murder Club

Extreme and violent moves with plenty of casualties. That’s how Henry Jennings from Marcus Today described the recent ASX reporting season. Now, he’s questioning if Blue Chips (or former blue chips) are in fact, a safe place to invest.
02 September 2025 3 min read

Have investors become hard wired to buy the dip?

Henry Jennings from Marcus Today says in this FOMO-induced market, we spend all our investor intellect on finding stocks and assets to buy, but questions whether we need to ensure we spend as much effort on finding the stocks and markets to sell.
10 August 2025 3 min read

WAR… what is it good for?

Henry Jennings from Marcus Today says Australia is woefully underprepared for 21st-century warfare. Things have changed, and it’s all about drone warfare. Here he highlights two stocks that are benefiting from the ‘drone age’.
01 July 2025 3 min read

Is there an effective line of defence against the Ringmaster?

Henry Jennings from Marcus today says Australian investors are among the lucky ones. They can pick their battles, choose when and where to invest. Cash or leverage. Sectors or themes. He does warn though, not to end up with all your eggs in a US-centric basket. That isn’t diversification.
03 June 2025 4 min read

Can You Really Time the Market?

Is timing the market fool’s gold? Henry Jennings from Marcus Today says the nimble retail investor has a clear advantage to use the approach, especially when compared to the big fund managers.
07 May 2025 3 min read

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