Equities have delivered some painful moves over recent weeks but the declines by bonds have been unrelenting through 2022. However, as we discussed earlier MM believes the move is maturing fast as markets become increasingly concerned that a recession is looming on the horizon. We see no reason to catch this falling knife at this stage but it’s certainly one for our Watchlist.
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Webinar Recording | Will NVIDIA Ignite or End the AI Trade?
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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Monthly Update: Portfolio performance and positioning during October
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MM looking for a buying opportunity in the AGVT ETF
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