The 14% pullback in the S&P 500 to start the year now looks complete, with our preference being more upside in the short term. US reporting season is underway and as we saw from Netflix, lower growth for growth companies will not be tolerated.
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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 remains bullish US stocks, at least in the short term.
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