Since the market has calmed down following the outbreak of the Coronavirus the VIX has largely rotated between the 20 and 40 levels and we see no reason for this not be ongoing through 2022 / 23 hence we will be looking for opportunities to establish longs for our Global Macro ETF Portfolio back under the 20 area.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM likes the VIX below the 20 area
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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