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  • Comments Off on MM likes SHV on a risk/reward basis below $6.00

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  • Comments Off on MM remains bullish US stocks

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  • Comments Off on MM believes 2-year yields will have a rest around 2.5%

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  • Comments Off on MM is bullish AAL ~US$19

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  • Comments Off on MM is neutral JPM

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  • Comments Off on MM remains mildly bullish the ASX 200

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  • Comments Off on MM likes BSX as a highly speculative punt

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  • Comments Off on MM is bullish EML, expecting further unwind of the shorts near term

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  • Comments Off on We are selling our 5% holding in XARO to take on duration risk elsewhere

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  • Comments Off on MM are buying SGP in the Active Income Portfolio, allocating 4% around $4.20
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