MM has mentioned the improving allure of defensive stocks over recent weeks and the gains by the likes of WOW and Collins Foods (CKF) yesterday when the market was being smacked caught my attention. MM remains bullish the defensive end of town, especially from a relative perspective, WOW looks set to make fresh all-time highs in the coming months.
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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 is bullish WOW short-term
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