Marcus Today

If oil moves, everything moves – inflation, rates, sentiment and portfolios. @MarcusPadley walks through what actually matters for Australian investors right now. youtube.com/watch?v=7Lqmmh…

The ASX 200 fell only 9 points to 8516 (-0.1%) for a gain of 1% this week. Trump extended the deadline for hitting Iranian energy assets by ten days, helping US futures turn positive. Gold miners slipped. $NST.AX down 1.1% and $EVN.AX off 1.4%. buzzsprout.com/1853541/episod…

Energy strength, gold outlook and pressure on consumer stocks under discussion. @henryj007 shares his views on @ausbiztv. ausbiz.com.au/media/investin…

US shares finally buckled under Middle East pressure. They've been holding up better than their international counterparts, but something had to give eventually. The Nasdaq dropped over 2% to take the correction to 10% since the top. buzzsprout.com/1853541/episod…

There's a saying, "markets go sideways on uncertainty" – and that's what we saw today. Price action was flat and yesterday's rally lost all momentum. Brent oil remains around US$104, and the Aussie market remains hostage to the Middle East. buzzsprout.com/1853541/episod…

Interesting chart from Bloomberg – where Australia gets its fuel from. South Korea the largest supplier and has already started limiting exports and rationing fuel. It is a major player in oil refining, home to three of the top ten largest refineries in the world, with total capacity around 3.1m barrels per day, yet produces close to zero itself. Is the 8th largest oil consumer globally, with oil accounting for a third of power used in its semiconductor industry.

You could call it a positive night for markets if you only looked at prices. The S&P 500 rallied 0.5% and the Nasdaq 0.8%. The news doesn't fill one with confidence. Iran is rejecting the Trump peace proposal and has made its own demands. buzzsprout.com/1853541/episod…

A big day up for the market even if we moderated after lunch. At midday, we were up 173 points. We ended up 155 points. The gold sector barnstormed its way up 8%, with $NST.AX making up some lost territory, +7%. $PLS.AX even better, +8.4%. buzzsprout.com/1853541/episod…

A volatile session in the US as investors weigh geopolitics, yields and economic risks. @MarcusPadley outlines the key moves on @ausbiztv. ausbiz.com.au/media/the-open…

The bulls on Wall Street can't get going. There is simply too much uncertainty hanging over the market until we have more clarity around Iran and energy supply. The major indices were down, with the Nasdaq off 0.8% and the S&P 500 down 0.4%. buzzsprout.com/1853541/episod…

Even Goldman Sachs didn't see it coming – which tells you everything about how markets actually work. @CalNewmanMT on why risk matters more than prediction. marcustoday.com.au/2026/03/what-g…

The ASX 200 gained only 14 points to 8379 (+0.2%) after a strong start on the TACO trade. Question marks remain, and US futures turned down. Banks were under a little pressure today. $CBA.AX down 1.8% and $NAB.AX hit hard, off 4.5%. buzzsprout.com/1853541/episod…

There's more to the AI story than just chips and headlines. @henryj007 speaks with Coby Hanoch of Weebit Nano about memory demand, ReRAM, and where the opportunity sits. buzzsprout.com/1852332/episod…

Trump claimed the US and Iran are having 'very good and productive conversations' regarding a completion to hostilities. Cue a 10% drop in the Brent oil price and stocks rallying. SPI futures up 151 points. ASX set to open higher. buzzsprout.com/1853541/episod…

Losing less than the market… is still losing.

Henry Jennings: (@henryj007) selling in gold, strength elsewhere – not all weakness is equal. Gold names hit, defensives and energy holding up. What’s overdone and what’s not? Henry explains. @ausbiztv ausbiz.com.au/media/henry-sa…

Markets don't feel rational right now – and that's when most investors get it wrong. We're running a live session with @MarcusPadley on how to approach volatility, risk and opportunity when conditions are uncertain. Save your spot: marcustoday.com.au/investing-vola…

Most investors are taught to beat the index.. That’s the game (most) fund managers play. But for you, absolute returns matter more than relative ones.

"President Trump's threat has now placed a 48-hour ticking time bomb of elevated uncertainty over markets." So says Tony Sycamore, via Reuters this morning. The selling could get very acute today. SPI futures down 156 points. buzzsprout.com/1853541/episod…