lystn

There's a podcast available in which the Equity Mates interview Marcus for an hour. Worth listening to. Not much change on the strategy front this morning. Still fully invested. Still playing recovery stocks. Still playing energy stocks. Been going underweight banks to fund other recovery plays. Seems to be working, recovery stocks (like IEL, WEB, FLT, QAN, WOR, STO) seeing the most interest yesterday and today and boring quality (CSL, Banks, WOW, RMD, FPH, RHC, COL) underperforming when the market rises. Holiday in the US on Monday. We're sliding silently into the weekend.