European stocks faired far better than both the US and ASX due to their relatively small exposure to tech and our 4500 target remains intact i.e. fresh post COVID highs, around 8% above the overnight close.
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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 European equities
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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
Daily Podcast Direct from the Desk
Video
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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
Daily Podcast Direct from the Desk
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