The picture in Europe is similar to our own with stocks managing to hold reasonably firm even as COVID numbers escalate into winter is again testament that investors are reticent to give up on the bull market, at least just yet. We feel the risk / reward is slowly shifting towards the buyers back around the 15,000 area.
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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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JB Hi-Fi (JBH) historical PE multiple – source Bloomberg
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MM likes the DAX into current 7.8% weakness
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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
WATCH
Market Matters Monthly Video Update: Portfolio Performance for November 2025
Recorded Wednesday 10th December
Podcast
LISTEN
Wednesday 10th September – Dow up +196pts, SPI down -4pts
Daily Podcast Direct from the Desk
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JB Hi-Fi (JBH) historical PE multiple – source Bloomberg
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