Any doubters of the ongoing appetite for “risk assets” only have to cast their eyes to the volatile crypto space as Bitcoin re-test its all-time high, after more than doubling from its June low. If investors / punters still have the confidence to drive the price of Bitcoin higher the read through for boring old equities is positive i.e. crypto currencies have been an excellent leading indictor during the current liquidity fuelled rally.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM remains bullish Bitcoin & risk assets
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