US based ICE operates global exchanges, clearing houses and provides mortgage technology, data and listing services. The company owns exchanges for financial and commodity markets, and operates 12 regulated exchanges and marketplaces. Most of these businesses are almost mundane yield style operations but we believe the mortgage technology sector presents huge growth opportunities.
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Monthly Update: Portfolio performance and positioning during October
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Buy Hold Sell: The best and worst performers of FY25
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM likes ICE around $US110
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Monthly Update: Portfolio performance and positioning during October
Recorded Thursday 6th November
Podcast
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Thursday 11th September – Dow off -220pts, SPI off -20pts
Daily Podcast Direct from the Desk
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Buy Hold Sell: The best and worst performers of FY25
James Gerrish & Henry Jennings
Podcast
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
Daily Podcast Direct from the Desk
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