Defiance Research

Defiance Research

Weekly Digest - 30 September 2025

UK equities - two platinum names

Defiance Research's avatar
Defiance Research
Sep 30, 2025
∙ Paid

Macro News

We are at the end of the month, and the end of a quarter. September was expected to be weak, due to seasonal effects. That hasn’t been the case however and it’s possible fund managers caught offside now have to chase the market into year end to catch up on performance.

I’m still running risk-on.

Stock Update

Power Metallic Mines released their as…

User's avatar

Continue reading this post for free, courtesy of Defiance Research.

Or purchase a paid subscription.
© 2026 Defiance Research · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture