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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Webinar Recording | Will NVIDIA Ignite or End the AI Trade?
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Monthly Update: Portfolio performance and positioning during October
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM likes the DAX into current 7.8% weakness
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