One of MM’s holdings in our International Portfolio unfortunately dropped the most since March after missing quarterly revenue expectations, another stock failing to accelerate to the upside after making fresh all-time highs – this current market characteristic feels like it’s here to stay in 2021 suggesting investors should be more active towards profit taking than they usually would.
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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 is bullish PayPal medium / long term
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