I know a few subscribers have wondered if we are considering talking profit on our DBA position, the answer not at this stage, it may come back in price if / when commodity markets calm down after dramatic adjustments towards the Ukraine invasion but we see significant upside over the coming years and view this as a core exposure for this portfolio.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM still likes our holding our DBA ETF
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Friday 9th May – Dow up +254pts, SPI up +3pts
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