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The Bottom Line

  • We remain bullish equities through 2026 although another bout of short-term volatility feels likely.
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Relevant suggested news and content from the site

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Overview
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Audinate (AD8)
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Webinar Recording | Will NVIDIA Ignite or End the AI Trade?
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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Judo Capital (JDO)
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Monthly Update: Portfolio performance and positioning during October
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Monday 8th September – Dow off -220pts, SPI off -15pts
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Ferrari (RACE US)
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