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MM is bullish & long PDL in our Income Portfolio

by Shawn Hickman

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We will soon redeploy the 4% of the portfolio allocation held in the CWNHB

by Shawn Hickman

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MM likes JBH around $35

by Shawn Hickman

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MM is looking for the Russell 2000 the bounce another ~5%

by Shawn Hickman

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MM remains neutral to mildly bullish US stocks short-term

by Shawn Hickman

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MM can see the price of coal and iron retrace some of the last years’ decoupling into 2023

by Shawn Hickman

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MM is currently neutral FMG

by Shawn Hickman

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MM is mildly bullish the ASX200 short-term

by Shawn Hickman

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MM believes Australian 10-year bonds will rotate around the 3.5% area over the foreseeable future

by Shawn Hickman

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MM remains bullish and long BHP

by Shawn Hickman

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