Marcus Strategy Wednesday 6th May 2020

Hearing all the right headlines today about business getting back to normal. Even the RBA is talking about a stronger economic recovery than expected. The market is looking a bit sideways this week - we're still fully invested but focussing on stock selection rather than asset allocation. Volatility is still elevated but its settling. Lets hope we build the foundations for another long bull market over the next month or two as we get back to normal. 

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