Equity markets remain very comfortable which makes sense as they maintain their advance to fresh all-time highs but since the outbreak of COVID back in 2020 we’ve witnessed a “pop” in volatility on average every 3-months hence we’re bullish into the current complacency / weakness, especially from a risk / reward perspective.
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Performance update for March, stocks that drove returns & our current positioning
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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Market Matters Research Lead Shawn Hickman with David Koch
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Wednesday 24th April – DOW +263pts, SPI +27pts
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MM remains bullish volatility from current levels
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
Daily Podcast Direct from the Desk
Video
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
Podcast
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Wednesday 24th April – DOW +263pts, SPI +27pts
Daily Podcast Direct from the Desk
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