2025-November
Market Trading Report
•
11m
November’s Market Trading Report is live.
Policy is easing, quality growth still leads, and the yield curve is finally signaling where to place 3–7y duration. In this briefing, I decode index and sector leadership, pinpoint the bond sweet spot, and explain why a measured sleeve adds smart convexity into a more volatile Q4. Watch to see exactly where to lean in, where to hedge, and how to keep compounding into year-end.
“We face great challenges and great opportunities—together, we’ll rise to meet them.” — Jason Pries
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