US stocks rallied strongly overnight as the index enjoyed broad based buying, only the Healthcare and IT names failed to add 1% on a day when the Dow surged over 600-points. My “Gut Feeling” is we may have already seen the low for December and a Christmas rally will follow but obviously any adverse news around Omicron is likely to change the picture in a matter of seconds.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM remains mildly bullish US equities into 2022
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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