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  • Comments Off on MM likes NFLX around 10% lower

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  • Comments Off on MM is becoming more of conscious of CBA’s relative valuation versus peers

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  • Comments Off on MM is considering selling NCM into strength if / when the $US tests fresh 2021 lows

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  • Comments Off on MM is now neutral to negative European stocks

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  • Comments Off on MM’s short-term target for the S&P500 is ~3850

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  • Comments Off on MM remains bullish volatility at current levels

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  • Comments Off on MM is looking to tweak portfolios if / when the $US breaks below the 89 level

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  • Comments Off on MM is looking to buy bullish US bond yield exposure ~1.3%

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  • Comments Off on MM is now only mildly bearish Bitcoin

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  • Comments Off on MM likes JHX around $35
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