US stocks experienced a choppy but strong session overnight with the value end of town enjoying most of the gains as the $US gave back more ground. MM is keener to sell rallies as opposed to buying dips this year however we feel strength is more likely to come first hence we are likely to be patient towards the former over the coming weeks / months in what should prove a very exciting year for Active Investors.
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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 mildly bullish US tech stocks into February / March
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
Recorded Friday 20th February 2026
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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
Recorded Wednesday 10th December
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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