New Year, New Tariffs - 31-01-25 - MMT Analysis This is the eighth month of running our momentum portfolios and performance has been mixed again:What are the factors driving the performance? Here are the individual portfolios: US Stocks, Banks and TariffsThe US continues to perform strongly in the wake of

2024 Year in Review - MMT Analysis This is the seventh month of running our momentum portfolios and performance has been mixed again: If we look at the aggregate performance, we see the dispersion is even more dramatic: What are the factors driving the performance? Here are the individual portfolios: