We touched on the breakout by IOOF Holdings (IFL) yesterday, similarly PPT looks good targeting the $45 area as assets / stocks continue to rally – as a sector they’ve been non-believers. This is a sector where MM feels more exposure is warranted.
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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 PPT for another +20% upside
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