September didn’t quite live up to the optimistic outlook I had at the beginning of the month. It turned out to be decidedly more wobbly, with a Chinese corporate debt crisis added to the familiar old spectre of rising interest rates and a fairly severe profit warning hitting my portfolio.

I’m feeling refreshed after having finally managed to escape the country and take a quick trip to France. August was a decent month for the markets and my portfolio has been doing pretty well despite a few disappointing reactions to recent results. For now market conditions seem promising – most of the shares in my portfolio and watchlist have strong momentum and look primed to go higher, while overall sentiment seems healthily skeptical. It seems quite likely that we get a bit of a run from here.