Commodity prices and metals are consolidating their last 18-months of gains with pullbacks hardly registering on the charts considering the impressive post-COVID rally. At this stage we remain bullish looking for higher prices into Christmas and probably beyond although we are cognisant of the $US which if / when it does find a floor in the 87-89 region is likely to become a headwind after being the opposite since early 2020.
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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 bullish the Resources Sector into 2022
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