The IEM ETF has as would be expected struggled with a strong $US but yet again if we are correct a quick 10% pop could be on the cards, ideally we will re-evaluate this position around the 75 area as we do feel its already probably topped out in early 2021.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM will consider taking profit on our IEM position into strength
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Friday 9th May – Dow up +254pts, SPI up +3pts
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