6th November 2025 – “Buy the Dip” Tech stocks default market back to the trend

MPC Markets Morning Call · Nov 5, 2025 · 12m

In this conversation, Mark from MPC Markets discusses the current state of the market, emphasizing the importance of momentum over traditional fundamentals. He suggests a strategic shift towards cash and a reduction in overall exposure, particularly in gold miners, reflecting a cautious approach to investment.

takeaways

We've had 25 different reasons for this thing to go down.

The best thing you can watch is the momentum.

Getting back to cash with 30 to 50 percent.

Probably closer to 50 percent in cash allocation.

Still holding gold miners while reducing exposure overall.

Fundamentals have…