IRE has been in the news of late with huge volumes leading to anticipation of corporate activity and in today’s active M&A environment it feels like this might be another case of there’s no smoke without fire. A small “situation play” investment into weakness under $13 is tempting, it does feel very well supported into any selling.
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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 likes IRE as a situation play sub $13
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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
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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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