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  • Comments Off on MM remains bullish XRO from current levels

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  • Comments Off on MM is cautious equities at current levels

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  • Comments Off on MM is currently holding a neutral stance towards stocks

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  • Comments Off on MM is bullish Z1P

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  • Comments Off on MM is considering selling MND ideally ~$12

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  • Comments Off on MM is considering selling VUK at current levels

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  • Comments Off on MM will consider trimming our NAB position into strength from say 10% to 5%.

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  • Comments Off on MM is considering fading current strength in stocks

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  • Comments Off on Our “best guess” is still US 10-year bonds are set to consolidate between 1.4 and 1.9% this quarter

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  • Comments Off on MM is ideally looking to de-risk a few percent higher
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