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08/03/2021

MM continues to anticipate reflation through 2021 /22.

By James Gerrish
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Relevant suggested news and content from the site

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Overview
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Monthly Update: Portfolio performance and positioning during October
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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US Fed Funds Rate v US 2-Year Yield
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Buy Hold Sell: The best and worst performers of FY25
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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RIO Tinto (RIO)
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Monday 8th September – Dow off -220pts, SPI off -15pts
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BetaShares Global Uranium ETF (URNM)
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Thursday 4th September – Dow off -24pts, SPI up +31pts
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