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Marc Kennis

Marc Kennis is one of the Co-Founders of Stocks Down Under and has been an equities analyst since 1996, predominantly covering Semiconductors, Technology, Consumer Electronics and Medical Equipment. Prior to founding Stocks Down Under, Marc worked for various brokers and banks in the Netherlands, including ING and Rabobank, and co-founded Pitt Street Research in 2016. Marc obtained an MSc in Economics from Tilburg University, Netherlands in 1996 and a postgraduate degree in investment analysis in 2001.

222 articles published Follow:

Tax Strategy

Escaping Albo’s CGT Grab: Can I Run My Portfolio From a Cruise Ship?

Albo's CGT grab is a stab in investors' back There’s a certain kind of federal budget that makes you want to sell everything, buy a one-way ticket to Vanuatu, and live out your days sipping kava on a beach. Labor's 2026–27 Budget, aka Albo's CGT grab, is that budget. Treasurer Jim Chalmers and Prime Minister…

ByMarc KennisJune 1, 20260Comments

Uncategorized

How Gen Z Is Rewriting the Rules of Personal Finance

Generation Z is entering adulthood during one of the most technologically accelerated periods in financial history. Traditional ideas about saving, investing, and building wealth are being reshaped by mobile technology, creator-driven economies, AI-powered financial tools, and changing attitudes toward work itself. As economic uncertainty and digital convenience increasingly define consumer behavior, younger audiences are approaching…

ByMarc KennisJune 1, 20260Comments

Uncategorized

Stocks or Bonds: What to Choose in High Inflation Conditions

Periods of high inflation tend to expose the strengths and weaknesses of every major asset class. Strategies that perform well during low-rate environments can quickly lose effectiveness once borrowing costs rise and purchasing power declines. For investors, the traditional balance between stocks and bonds becomes far more complex when markets are simultaneously dealing with inflation…

ByMarc KennisJune 1, 20260Comments

US stocks

US Markets Overnight: Dell yeah: AI servers steal the show as the Dow cracks 51K

US Markets Overnight saw old school Dell steal the show! The Friday session on May 29 US time delivered one of those days where a single earnings report rewired the entire market's mood. Dell Technologies posted a quarter so absurdly strong, up 33% in a single session, that it turned what could have been a…

ByMarc KennisMay 30, 20260Comments

Defence Stocks Small Caps Stocks Tech Stocks

KTEK Aerosystems (ASX:KTK) ships first A$500k order as the 150-units-a-month clock starts

KTEK Aerosystems (ASX:KTK) resumes drone component deliveries with a A$500k shipment and targets a 150-unit monthly run-rate within five months.

ByMarc KennisMay 29, 20260Comments

Energy Stocks Small Caps Stocks Tech Stocks

Pointerra (ASX:3DP) signs Origin Energy MSA and the PoC-to-BAU model finally pays out

Pointerra (ASX:3DP) signs a multi-year MSA with Origin Energy for automated pipeline monitoring across 750km of Queensland gas transmission assets.

ByMarc KennisMay 29, 20260Comments

Lithium Stocks Resources Small Caps Stocks

Argosy Minerals (ASX:AGY) hits 99% lithium purity at Rincon pilot scale

Argosy Minerals (ASX:AGY) hit 99% lithium chloride purity and 94.4% recovery at Rincon pilot scale, de-risking the DFS but leaving funding open.

ByMarc KennisMay 29, 20260Comments

US stocks Semiconductor stocks Tech Stocks Technology

US Markets Overnight: Snowflake breaks the SaaSpocalypse

The vibe check: The Middle East truce is extended! In US markets overnight there was a moment on Thursday, May 28 US time, when it felt like the whole narrative around software stocks quietly exhaled. Snowflake, the cloud data platform that has spent the better part of 2026 being used as a punching bag in…

ByMarc KennisMay 29, 20260Comments

Small Caps Stocks Tech Stocks Technology

Critical Resources (ASX:CRR) breaks the sulphide trade-off with 3.2 mS cm⁻¹

Critical Resources (ASX:CRR) reports 3.2 mS cm⁻¹ ionic conductivity on a sulphur-free amorphous solid-state electrolyte, matching sulphide-class performance.

ByMarc KennisMay 28, 20260Comments